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Portfolio (Quarterly) Guide ↗

Pine Valley Investments Ltd Liability Co

· CIK 0001975417
13F Portfolio $2.5B AUM 610 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 610 New
Page 18 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PYPL CALL PAYPAL HLDGS INC Financial Services 17,500.0 $756K 0.03% NEW $43.18 +39.9%
342 WM WASTE MGMT INC DEL Industrials 3,386.0 $755K 0.03% NEW $222.88 +0.3%
343 FEMB FIRST TR EXCH TRADED FD III 25,384.0 $742K 0.03% NEW $29.22 +1.1%
344 F FORD MTR CO Consumer Cyclical 52,837.0 $734K 0.03% NEW $13.90 +0.2%
345 VYM VANGUARD WHITEHALL FDS 4,629.0 $732K 0.03% NEW $158.04 +4.8%
346 MDB MONGODB INC Technology 2,160.0 $726K 0.03% NEW $335.90 +29.4%
347 IMTM ISHARES TR 13,575.0 $724K 0.03% NEW $53.33 +0.5%
348 SYK STRYKER CORPORATION Healthcare 2,284.0 $721K 0.03% NEW $315.73 +5.0%
349 COP CONOCOPHILLIPS Energy 6,908.0 $718K 0.03% NEW $103.95 +24.8%
350 FPF FIRST TR INTER DURATN PFD & Financial Services 38,399.0 $698K 0.03% NEW $18.17 -2.2%
351 NEM NEWMONT CORP Basic Materials 7,435.0 $694K 0.03% NEW $93.40 +24.2%
352 FCX FREEPORT MCMORAN INC Basic Materials 11,008.0 $692K 0.03% NEW $62.89 +5.5%
353 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,381.0 $686K 0.03% NEW $496.73 +6.3%
354 FXH FIRST TR EXCHANGE-TRADED FD 5,592.0 $684K 0.03% NEW $122.39 +7.9%
355 FBT FIRST TR EXCHANGE-TRADED FD 2,751.0 $682K 0.03% NEW $247.92 +5.2%
356 SPMD SPDR SERIES TRUST 10,074.0 $681K 0.03% NEW $67.56 +0.2%
357 MMIN NEW YORK LIFE INVTS ACTIVE E 27,645.0 $671K 0.03% NEW $24.29 -2.9%
358 PAVE GLOBAL X FDS 11,338.0 $669K 0.03% NEW $59.00 -2.9%
359 FNY FIRST TR EXCHANGE-TRADED ALP 6,002.0 $665K 0.03% NEW $110.86 -4.9%
360 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 44,953.0 $654K 0.03% NEW $14.54 -3.2%
Page 18 of 31  ·  610 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 24.6%
Financial Services 17.7%
Healthcare 12.7%
Industrials 11.8%
Consumer Cyclical 10.0%
Communication Services 7.6%
Basic Materials 5.2%
Consumer Defensive 4.2%
Energy 3.5%
Utilities 2.0%