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Portfolio (Quarterly) Guide ↗

Salvus Wealth Management, LLC

· CIK 0001809236
13F Portfolio $179M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GOOGL ALPHABET INC Communication Services 1,566.0 $490K 0.27% NEW $313.00 +25.3%
82 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,976.0 $490K 0.27% NEW $82.02 -21.7%
83 CTVA CORTEVA INC Basic Materials 7,120.0 $477K 0.27% NEW $67.03 +19.6%
84 PG PROCTER AND GAMBLE CO Consumer Defensive 3,287.0 $471K 0.26% NEW $143.29 +3.0%
85 IDXX IDEXX LABS INC Healthcare 696.0 $471K 0.26% NEW $676.53 -17.5%
86 EOG EOG RES INC Energy 4,306.0 $452K 0.25% NEW $105.01 +29.4%
87 MRK MERCK & CO INC Healthcare 4,221.0 $444K 0.25% NEW $105.27 +15.7%
88 CCI CROWN CASTLE INC Real Estate 4,917.0 $437K 0.24% NEW $88.87 +2.3%
89 EMR EMERSON ELEC CO Industrials 3,289.0 $437K 0.24% NEW $132.72 +6.0%
90 ACN ACCENTURE PLC IRELAND Technology 1,576.0 $423K 0.24% NEW $268.30 -33.9%
91 KO COCA COLA CO Consumer Defensive 5,955.0 $416K 0.23% NEW $69.91 +17.8%
92 MTB M & T BK CORP Financial Services 2,051.0 $413K 0.23% NEW $201.48 +7.0%
93 ISRG INTUITIVE SURGICAL INC Healthcare 724.0 $410K 0.23% NEW $566.36 -24.8%
94 ABT ABBOTT LABS Healthcare 3,269.0 $410K 0.23% NEW $125.29 -31.3%
95 ADBE ADOBE INC Technology 1,157.0 $405K 0.23% NEW $349.97 -31.2%
96 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 18,368.0 $396K 0.22% NEW $21.56 -2.7%
97 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,163.0 $353K 0.20% NEW $303.89 +37.6%
98 HAS HASBRO INC Consumer Cyclical 4,241.0 $348K 0.19% NEW $82.00 +7.8%
99 T AT&T INC Communication Services 13,915.0 $346K 0.19% NEW $24.84 +0.8%
100 ABNB AIRBNB INC Consumer Cyclical 2,536.0 $344K 0.19% NEW $135.72 -1.3%
Page 5 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Financial Services 24.2%
Consumer Cyclical 17.3%
Communication Services 6.3%
Industrials 5.9%
Healthcare 5.5%
Consumer Defensive 4.8%
Basic Materials 2.5%
Energy 2.5%
Real Estate 1.1%