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Portfolio (Quarterly) Guide ↗

Petros Family Wealth, LLC

· CIK 0002004963
13F Portfolio $150M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,688.0 $478K 0.32% NEW $283.31 -23.0%
82 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,191.0 $475K 0.32% NEW $76.67 +12.6%
83 ABBV ABBVIE INC Healthcare 2,031.0 $464K 0.31% NEW $228.48 -6.1%
84 AXON AXON ENTERPRISE INC Industrials 788.0 $448K 0.30% NEW $567.93 -31.4%
85 PWR QUANTA SVCS INC Industrials 1,059.0 $447K 0.30% NEW $422.06 +68.2%
86 CDNS CADENCE DESIGN SYSTEM INC Technology 1,414.0 $442K 0.29% NEW $312.58 +14.7%
87 HOOD ROBINHOOD MKTS INC Financial Services 3,767.0 $426K 0.28% NEW $113.10 -32.9%
88 SBUX STARBUCKS CORP Consumer Cyclical 5,058.0 $426K 0.28% NEW $84.21 +26.5%
89 CRWD CROWDSTRIKE HLDGS INC Technology 902.0 $423K 0.28% NEW $468.76 +38.3%
90 XEL XCEL ENERGY INC Utilities 5,720.0 $422K 0.28% NEW $73.86 +8.1%
91 AMT AMERICAN TOWER CORP NEW Real Estate 2,369.0 $416K 0.28% NEW $175.57 +4.7%
92 JNJ JOHNSON & JOHNSON Healthcare 1,902.0 $394K 0.26% NEW $206.95 +12.0%
93 MRK MERCK & CO INC Healthcare 3,655.0 $385K 0.26% NEW $105.25 +10.1%
94 MA MASTERCARD INCORPORATED Financial Services 665.0 $380K 0.25% NEW $570.88 -12.5%
95 VST VISTRA CORP Utilities 2,243.0 $362K 0.24% NEW $161.33 -10.7%
96 SOFI SOFI TECHNOLOGIES INC Financial Services 13,757.0 $360K 0.24% NEW $26.18 -40.1%
97 ORCL ORACLE CORP Technology 1,793.0 $349K 0.23% NEW $194.91 -2.6%
98 SSD SIMPSON MFG INC Industrials 2,138.0 $345K 0.23% NEW $161.47 +14.6%
99 PRI PRIMERICA INC Financial Services 1,335.0 $345K 0.23% NEW $258.36 +8.8%
100 HD HOME DEPOT INC Consumer Cyclical 970.0 $334K 0.22% NEW $344.10 -8.8%
Page 5 of 8  ·  141 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 34.0%
Financial Services 22.6%
Industrials 10.8%
Healthcare 8.4%
Communication Services 8.4%
Consumer Cyclical 7.6%
Consumer Defensive 4.0%
Utilities 2.3%
Energy 1.2%
Real Estate 0.4%