BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCK MCKESSON CORP Healthcare 2,629.0 $2.0M 0.08% NEW $755.67 +15.0%
222 BA BOEING CO Industrials 9,153.0 $2.0M 0.08% NEW $216.48 +3.0%
223 AXP AMERICAN EXPRESS CO Financial Services 5,857.0 $2.0M 0.08% NEW $338.26 +0.1%
224 IBIT ISHARES BITCOIN TRUST ETF Financial Services 59,002.0 $2.0M 0.08% NEW $33.29 +9.9%
225 FTCS FIRST TR EXCHANGE-TRADED FD 20,435.0 $1.9M 0.08% NEW $93.92 +7.4%
226 VCIT VANGUARD SCOTTSDALE FDS 23,097.0 $1.9M 0.07% NEW $82.65 -1.9%
227 NYF ISHARES TR 35,374.0 $1.9M 0.07% NEW $53.90 -2.2%
228 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 23,248.0 $1.9M 0.07% NEW $81.51 +7.8%
229 VGT VANGUARD WORLD FD 15,648.0 $1.9M 0.07% NEW $119.52 +0.2%
230 IEMG ISHARES INC 22,517.0 $1.9M 0.07% NEW $82.84 -3.9%
231 IJH ISHARES TR 24,048.0 $1.9M 0.07% NEW $77.11 +0.2%
232 AMTM AMENTUM HOLDINGS INC Industrials 89,488.0 $1.8M 0.07% NEW $20.67 +1.4%
233 ANET ARISTA NETWORKS INC Technology 10,632.0 $1.8M 0.07% NEW $169.88 +13.7%
234 TT TRANE TECHNOLOGIES PLC Industrials 3,645.0 $1.8M 0.07% NEW $491.12 -5.7%
235 SNPE DBX ETF TR 25,633.0 $1.8M 0.07% NEW $68.86 +3.0%
236 FDN FIRST TR EXCHANGE-TRADED FD 6,553.0 $1.7M 0.07% NEW $264.71 +7.2%
237 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 14,021.0 $1.7M 0.07% NEW $123.11 +26.9%
238 TAXF AMERICAN CENTY ETF TR 33,796.0 $1.7M 0.07% NEW $50.84 -2.0%
239 FLOT ISHARES TR 33,520.0 $1.7M 0.07% NEW $51.05 -0.2%
240 DIS DISNEY WALT CO Communication Services 17,662.0 $1.7M 0.07% NEW $96.51 +7.7%
Page 12 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%