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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 10 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 10,087.0 $2.7M 0.11% NEW $270.61 +5.5%
182 IWM PUT ISHARES TR 9,000.0 $2.7M 0.11% NEW $300.45 +0.1%
183 UNP UNION PAC CORP Industrials 9,713.0 $2.6M 0.10% NEW $271.99 +10.1%
184 BUYW NORTHERN LTS FD TR IV 182,142.0 $2.6M 0.10% NEW $14.45 +1.2%
185 FLV AMERICAN CENTY ETF TR 31,966.0 $2.6M 0.10% NEW $81.30 +7.4%
186 T AT&T INC Communication Services 122,433.0 $2.5M 0.10% NEW $20.70 +20.8%
187 FMB FIRST TR EXCH TRADED FD III 48,915.0 $2.5M 0.10% NEW $51.37 -2.0%
188 EMR EMERSON ELEC CO Industrials 17,528.0 $2.5M 0.10% NEW $143.15 +10.7%
189 VBIL VANGUARD INSTL INDEX FD 33,061.0 $2.5M 0.10% NEW $75.68 -0.1%
190 VB VANGUARD INDEX FDS 8,215.0 $2.5M 0.10% NEW $303.14 +0.4%
191 BMY BRISTOL-MYERS SQUIBB CO Healthcare 43,011.0 $2.5M 0.10% NEW $57.62 +14.7%
192 ACN ACCENTURE PLC IRELAND Technology 19,883.0 $2.5M 0.10% NEW $124.44 +41.0%
193 LULU LULULEMON ATHLETICA INC Consumer Cyclical 21,535.0 $2.5M 0.10% NEW $114.18 +5.4%
194 VTI VANGUARD INDEX FDS 6,612.0 $2.4M 0.10% NEW $370.02 +2.6%
195 XLY SELECT SECTOR SPDR TR 20,741.0 $2.4M 0.10% NEW $117.28 -0.3%
196 EEM ISHARES TR 35,319.0 $2.4M 0.10% NEW $68.41 -4.3%
197 DLR DIGITAL RLTY TR INC Real Estate 13,409.0 $2.4M 0.10% NEW $179.58 +9.0%
198 SPDV ETF SER SOLUTIONS 61,379.0 $2.4M 0.09% NEW $38.61 +7.0%
199 DUK DUKE ENERGY CORP NEW Utilities 18,664.0 $2.4M 0.09% NEW $126.58 -1.8%
200 SCHW SCHWAB CHARLES CORP Financial Services 25,306.0 $2.3M 0.09% NEW $92.27 +20.7%
Page 10 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%