BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener Research
Sign in Register
Portfolio (Quarterly) Guide ↗

Expressive Wealth LLC

· CIK 0002026980
13F Portfolio $105M AUM 130 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 45 New 43 Added 36 Reduced 37 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,075.0 $514K 0.49% NEW $56.59 +3.0%
22 IYM ISHARES TR 2,414.0 $449K 0.43% NEW $186.13 -5.3%
23 CAVA CAVA GROUP INC Consumer Cyclical 4,551.0 $407K 0.39% NEW $89.51 -12.7%
24 COIN COINBASE GLOBAL INC Financial Services 1,862.0 $369K 0.35% NEW $197.96 -4.3%
25 SCHB SCHWAB STRATEGIC TR 12,839.0 $364K 0.35% NEW $28.34 -0.5%
26 BCE BCE INC Communication Services 14,959.0 $362K 0.35% NEW $24.23 -1.0%
27 SLB SLB LIMITED Energy 5,918.0 $326K 0.31% NEW $55.16 +3.6%
28 PPG PPG INDS INC Basic Materials 2,776.0 $310K 0.29% NEW $111.53 -7.1%
29 UNP UNION PAC CORP Industrials 1,069.0 $287K 0.27% NEW $268.28 +2.6%
30 MRSH MARSH & MCLENNAN COS INC Financial Services 1,590.0 $261K 0.25% NEW $163.90 +1.3%
31 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,158.0 $251K 0.24% NEW $79.35 -3.2%
32 VXUS VANGUARD STAR FDS 2,836.0 $243K 0.23% NEW $85.62 -3.3%
33 RMD RESMED INC Healthcare 1,082.0 $227K 0.22% NEW $209.64 -2.6%
34 ZTS ZOETIS INC Healthcare 2,017.0 $224K 0.21% NEW $111.22 -30.1%
35 RS RELIANCE INC Basic Materials 580.0 $218K 0.21% NEW $376.48 -4.4%
36 PSX PHILLIPS 66 Energy 1,264.0 $217K 0.21% NEW $171.72 +4.7%
37 MOD MODINE MFG CO Consumer Cyclical 785.0 $215K 0.20% NEW $274.22 -9.9%
38 CEF SPROTT ASSET MANAGEMENT LP Financial Services 4,300.0 $211K 0.20% NEW $49.14 -5.0%
39 HWM HOWMET AEROSPACE INC Industrials 820.0 $210K 0.20% NEW $256.43 +0.2%
40 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,416.0 $208K 0.20% NEW $147.02 +6.9%
Page 2 of 3  ·  45 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
Financial Services 26.2%
Technology 25.4%
Industrials 15.3%
Healthcare 11.1%
Communication Services 6.7%
Consumer Cyclical 5.2%
Basic Materials 3.8%
Energy 2.9%
Utilities 1.8%
Consumer Defensive 1.5%