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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYM ISHARES TR 2,414.0 $449K 0.43% NEW $186.13 -4.9%
82 MCK MCKESSON CORP Healthcare 598.0 $445K 0.42% +85.0 +16.6% $743.68 +4.1%
83 EOG EOG RES INC Energy 3,258.0 $439K 0.42% +853.0 +35.5% $134.69 +6.8%
84 CMI CUMMINS INC Industrials 604.0 $432K 0.41% -685.0 -53.1% $715.76 -7.4%
85 EFSI EAGLE FINL SVCS INC Financial Services 11,439.0 $429K 0.41% -360.0 -3.0% $37.48 -0.6%
86 CAVA CAVA GROUP INC Consumer Cyclical 4,551.0 $407K 0.39% NEW $89.51 -12.6%
87 TPC TUTOR PERINI CORP Industrials 4,055.0 $393K 0.38% $96.98 -23.5%
88 COIN COINBASE GLOBAL INC Financial Services 1,862.0 $369K 0.35% NEW $197.96 -2.0%
89 INTU INTUIT Technology 948.0 $368K 0.35% +31.0 +3.4% $388.59 +3.3%
90 SCHB SCHWAB STRATEGIC TR 12,839.0 $364K 0.35% NEW $28.34 -0.2%
91 BCE BCE INC Communication Services 14,959.0 $362K 0.35% NEW $24.23 -0.5%
92 ABBV ABBVIE INC Healthcare 1,760.0 $361K 0.34% -32.0 -1.8% $205.03 +4.7%
93 BKR BAKER HUGHES COMPANY Energy 5,359.0 $357K 0.34% -7K -57.1% $66.67 -0.7%
94 AEM AGNICO EAGLE MINES LTD Basic Materials 1,878.0 $356K 0.34% -134.0 -6.7% $189.81 -7.6%
95 MS MORGAN STANLEY Financial Services 1,837.0 $355K 0.34% $193.39 -0.4%
96 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,055.0 $343K 0.33% -305.0 -9.1% $112.22 +0.3%
97 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 340.0 $339K 0.32% -274.0 -44.6% $995.82 +9.8%
98 NTES NETEASE COM INC Technology 2,780.0 $329K 0.31% +16.0 +0.6% $118.37 -3.6%
99 PNC PNC FINL SVCS GROUP INC Financial Services 1,478.0 $329K 0.31% -230.0 -13.5% $222.42 -3.5%
100 QQQM INVESCO EXCH TRADED FD TR II 1,146.0 $328K 0.31% +183.0 +19.0% $286.48 +1.1%
Page 5 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%