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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AFL AFLAC INC Financial Services 1,900.0 $215K 0.20% -483.0 -20.3% $113.40 +4.4%
122 MOD MODINE MFG CO Consumer Cyclical 785.0 $215K 0.20% NEW $274.22 -11.4%
123 CEF SPROTT ASSET MANAGEMENT LP Financial Services 4,300.0 $211K 0.20% NEW $49.14 -5.1%
124 HWM HOWMET AEROSPACE INC Industrials 820.0 $210K 0.20% NEW $256.43 -1.3%
125 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,416.0 $208K 0.20% NEW $147.02 +5.4%
126 TMUS T-MOBILE US INC Communication Services 1,053.0 $203K 0.19% NEW $193.16 -0.5%
127 FCX FREEPORT MCMORAN INC Basic Materials 3,340.0 $203K 0.19% NEW $60.89 -2.7%
128 PTC PTC INC Technology 1,474.0 $202K 0.19% NEW $136.77 +6.4%
129 PH PARKER-HANNIFIN CORP Industrials 222.0 $200K 0.19% NEW $902.79 -6.1%
130 GRAB GRAB HOLDINGS LIMITED Technology 38,871.0 $147K 0.14% NEW $3.77 -6.4%
Page 7 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%