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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNA SNAP ON INC Industrials 1,430.0 $552K 0.53% NEW $386.32 -5.9%
62 STRL STERLING INFRASTRUCTURE INC Industrials 623.0 $552K 0.53% NEW $886.22 -13.0%
63 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,881.0 $549K 0.52% NEW $291.99 +3.4%
64 MRK MERCK & CO INC Healthcare 4,817.0 $547K 0.52% -132.0 -2.7% $113.56 -0.9%
65 ISRG INTUITIVE SURGICAL INC Healthcare 1,209.0 $546K 0.52% NEW $451.73 -2.6%
66 TYL TYLER TECHNOLOGIES INC Technology 1,694.0 $543K 0.52% NEW $320.65 +0.0%
67 VYM VANGUARD WHITEHALL FDS 3,450.0 $541K 0.52% NEW $156.95 -0.7%
68 IGIB ISHARES TR 10,065.0 $536K 0.51% +6K +129.6% $53.30 -1.6%
69 NVS NOVARTIS AG Healthcare 3,479.0 $516K 0.49% NEW $148.36 +0.5%
70 NFLX NETFLIX INC. Communication Services 5,844.0 $516K 0.49% +805.0 +16.0% $88.27 +1.6%
71 B BARRICK MNG CORP Basic Materials 12,370.0 $514K 0.49% NEW $41.58 -5.0%
72 BMY BRISTOL-MYERS SQUIBB CO Healthcare 9,075.0 $514K 0.49% NEW $56.59 +3.0%
73 ORCL ORACLE CORP Technology 2,517.0 $488K 0.47% -806.0 -24.3% $194.05 -3.8%
74 APH AMPHENOL CORP Technology 3,498.0 $484K 0.46% -2K -35.5% $138.47 -13.9%
75 GS GOLDMAN SACHS GROUP INC Financial Services 516.0 $484K 0.46% $937.46 +0.9%
76 VV VANGUARD INDEX FDS 1,419.0 $479K 0.46% -75.0 -5.0% $337.39 +0.0%
77 MET METLIFE INC Financial Services 5,968.0 $478K 0.46% +934.0 +18.6% $80.16 +1.6%
78 APP APPLOVIN CORP Technology 998.0 $468K 0.45% +46.0 +4.8% $468.83 +1.7%
79 RF REGIONS FINANCIAL CORP NEW Financial Services 16,435.0 $464K 0.44% -1K -6.3% $28.21 -4.4%
80 NDAQ NASDAQ INC Financial Services 5,073.0 $453K 0.43% +578.0 +12.9% $89.20 +3.8%
Page 4 of 7  ·  130 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%