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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 35 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SNDR SCHNEIDER NATIONAL INC CL B Industrials 370.0 $10K 0.00% NEW $26.53 +26.7%
682 HRB H & R BLOCK INC Consumer Cyclical 225.0 $10K 0.00% NEW $43.58 -13.1%
683 VNOM VIPER ENERGY INC CL A Energy 253.0 $10K 0.00% NEW $38.63 +23.5%
684 LSTR LANDSTAR SYSTEM INC COM USD0.01 Industrials 68.0 $10K 0.00% NEW $143.71 +33.0%
685 RGS REGIS CORPORATION COM SHS Consumer Cyclical 350.0 $10K 0.00% NEW $27.75 +0.9%
686 REX REX AMERICAN RES CORP COM Basic Materials 300.0 $10K 0.00% NEW $32.32 +50.9%
687 HUBS HUBSPOT INC Technology 24.0 $10K 0.00% NEW $401.29 -50.6%
688 AREN THE ARENA GROUP HOLDINGS INC COM Communication Services 2,400.0 $10K 0.00% NEW $4.00 -62.7%
689 YUMC YUM CHINA HLDGS INC COM Consumer Cyclical 201.0 $10K 0.00% NEW $47.74 -4.6%
690 CNP CENTERPOINT ENERGY INC COM STK USD0.01 Utilities 250.0 $10K 0.00% NEW $38.34 +10.8%
691 SSTK SHUTTERSTOCK INC COM USD0.01 Communication Services 500.0 $10K 0.00% NEW $19.10 -18.4%
692 SCHD SCHWAB US DIVIDEND EQUITY ETF 339.0 $9K 0.00% NEW $27.43 +17.6%
693 WU WESTERN UNION CO Financial Services 992.0 $9K 0.00% NEW $9.31 -7.8%
694 DXCM DEXCOM INC Healthcare 139.0 $9K 0.00% NEW $66.37 +8.3%
695 WLY WILEY JOHN &SONS INC COM USD1.00 CLASS A Communication Services 300.0 $9K 0.00% NEW $30.63 +35.0%
696 ESTA ESTABLISHMENT LABS HLDGS INC COM NPV Healthcare 125.0 $9K 0.00% NEW $72.88 -2.3%
697 CMS CMS ENERGY CORP COM USD0.01 Utilities 129.0 $9K 0.00% NEW $69.93 +5.3%
698 GLPI GAMING & LEISURE P COM USD0.01 Real Estate 201.0 $9K 0.00% NEW $44.69 +6.3%
699 ANNALY CAPITAL MANAGEMENT INC COM NEW 400.0 $9K 0.00% NEW $22.36
700 NXG NXG NEXTGEN INFRASTR INCM FD COM Financial Services 175.0 $9K 0.00% NEW $50.50 +11.2%
Page 35 of 56  ·  1,102 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 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%