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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 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RF REGIONS FINANCIAL CORP NEW Financial Services 16,435.0 $464K 0.44% -1K -6.3% $28.21 -4.4%
22 CMI CUMMINS INC Industrials 604.0 $432K 0.41% -685.0 -53.1% $715.76 -7.9%
23 EFSI EAGLE FINL SVCS INC Financial Services 11,439.0 $429K 0.41% -360.0 -3.0% $37.48 -0.8%
24 ABBV ABBVIE INC Healthcare 1,760.0 $361K 0.34% -32.0 -1.8% $205.03 +4.3%
25 BKR BAKER HUGHES COMPANY Energy 5,359.0 $357K 0.34% -7K -57.1% $66.67 -1.8%
26 AEM AGNICO EAGLE MINES LTD Basic Materials 1,878.0 $356K 0.34% -134.0 -6.7% $189.81 -8.6%
27 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,055.0 $343K 0.33% -305.0 -9.1% $112.22 +0.0%
28 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 340.0 $339K 0.32% -274.0 -44.6% $995.82 +5.3%
29 PNC PNC FINL SVCS GROUP INC Financial Services 1,478.0 $329K 0.31% -230.0 -13.5% $222.42 -3.9%
30 CINF CINCINNATI FINL CORP Financial Services 2,008.0 $322K 0.31% -97.0 -4.6% $160.43 +4.6%
31 WEC WEC ENERGY GROUP INC Utilities 2,668.0 $304K 0.29% -126.0 -4.5% $113.94 -3.9%
32 IWL ISHARES TR 1,647.0 $300K 0.29% -5K -73.2% $182.03 +0.3%
33 CW CURTISS WRIGHT CORP Industrials 390.0 $290K 0.28% -321.0 -45.1% $742.89 -4.4%
34 MCD MCDONALDS CORP Consumer Cyclical 1,010.0 $287K 0.27% -316.0 -23.8% $284.18 -0.6%
35 MTUM ISHARES TR 795.0 $238K 0.23% -106.0 -11.8% $299.23 -2.2%
36 AFL AFLAC INC Financial Services 1,900.0 $215K 0.20% -483.0 -20.3% $113.40 +4.4%
Page 2 of 2  ·  36 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%