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Portfolio (Quarterly) Guide ↗

Cyndeo Wealth Partners, LLC

· CIK 0001950947
13F Portfolio $2.1B AUM 517 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 90 New 246 Added 138 Reduced 50 Exited
Page 4 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KMI KINDER MORGAN INC DEL Energy 337,210.0 $10.8M 0.51% +27K +8.6% $31.97 +1.1%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 186,460.0 $10.7M 0.51% +177K +1970.9% $57.62 +12.2%
63 OKE ONEOK INC NEW Energy 123,497.0 $10.7M 0.51% +113K +1100.2% $86.94 +9.6%
64 SJM SMUCKER J M CO Consumer Defensive 95,105.0 $10.7M 0.50% +19K +25.5% $112.50 +4.7%
65 TSLA TESLA INC Consumer Cyclical 24,918.0 $10.5M 0.49% +1K +6.1% $420.60 -19.3%
66 UNP UNION PAC CORP Industrials 38,118.0 $10.4M 0.49% +2K +6.7% $272.00 +10.3%
67 AXP AMERICAN EXPRESS CO Financial Services 30,423.0 $10.3M 0.48% -5K -14.8% $338.25 -0.6%
68 KHC KRAFT HEINZ CO Consumer Defensive 424,635.0 $10.0M 0.47% NEW $23.62 +4.8%
69 PANW PALO ALTO NETWORKS INC Technology 29,300.0 $10.0M 0.47% +16K +116.3% $341.02 +10.2%
70 KO COCA COLA CO Consumer Defensive 121,939.0 $9.9M 0.47% $81.27 +7.0%
71 ZROZ PIMCO ETF TR 154,331.0 $9.9M 0.47% +46K +43.0% $64.10 -11.1%
72 O REALTY INCOME CORP Real Estate 157,605.0 $9.8M 0.46% +151K +2186.8% $61.96 +0.7%
73 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 13,739.0 $9.7M 0.46% -3K -15.6% $703.34 +1.7%
74 AMAT APPLIED MATLS INC Technology 13,361.0 $9.7M 0.46% +12K +653.6% $722.99 -26.0%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 81,766.0 $9.5M 0.45% -3K -3.1% $116.67 +47.9%
76 IWF ISHARES TR 76,434.0 $9.5M 0.45% +56K +274.1% $124.17 +0.7%
77 MCD MCDONALDS CORP Consumer Cyclical 34,120.0 $9.2M 0.43% +6K +19.9% $270.31 -1.8%
78 PLD PROLOGIS INC. Real Estate 67,669.0 $9.2M 0.43% +9K +15.1% $135.47 +3.8%
79 UGI UGI CORP NEW Utilities 258,181.0 $8.9M 0.42% -4K -1.7% $34.54 +1.6%
80 BLK BLACKROCK INC Financial Services 8,974.0 $8.6M 0.41% +5K +158.1% $961.54 +19.3%
Page 4 of 26  ·  517 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 31.5%
Financial Services 21.6%
Healthcare 10.6%
Consumer Cyclical 7.7%
Communication Services 6.3%
Industrials 6.2%
Consumer Defensive 5.7%
Utilities 4.0%
Energy 3.2%
Real Estate 1.8%