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Portfolio (Quarterly) Guide ↗

IronBridge Private Wealth, LLC

· CIK 0001850996
13F Portfolio $310M AUM 78 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 12 Added 13 Reduced 13 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,707.0 $282K 0.09% NEW $76.16 +9.4%
42 HD HOME DEPOT INC Consumer Cyclical 744.0 $245K 0.08% +126.0 +20.4% $328.76 -5.9%
43 CIM CHIMERA INVT CORP Real Estate 17,710.0 $222K 0.07% NEW $12.55 +7.0%
44 ET ENERGY TRANSFER L P Energy 10,701.0 $207K 0.07% +59.0 +0.6% $19.30 +1.9%
45 KOS KOSMOS ENERGY LTD Energy 10,000.0 $28K 0.01% $2.78 +3.1%
Page 3 of 3  ·  45 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 69.0%
Financial Services 16.9%
Industrials 5.3%
Basic Materials 3.3%
Consumer Cyclical 2.9%
Communication Services 1.9%
Energy 0.6%
Real Estate 0.1%