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Portfolio (Quarterly) Guide ↗

Pines Wealth Management, LLC

· CIK 0002037426
13F Portfolio $310M AUM 225 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 100 Added 72 Reduced 13 Exited
Page 11 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MLM MARTIN MARIETTA MATLS INC Basic Materials 384.0 $239K 0.08% NEW $622.66 -13.6%
202 BDX BECTON DICKINSON & CO Healthcare 1,214.0 $236K 0.08% -1K -45.5% $194.07 -24.6%
203 PFE PFIZER INC Healthcare 9,430.0 $235K 0.08% +400.0 +4.4% $24.90 +4.2%
204 WMB WILLIAMS COS INC Energy 3,887.0 $234K 0.07% -166.0 -4.1% $60.11 +29.6%
205 LNG CHENIERE ENERGY INC Energy 1,197.0 $233K 0.07% -83.0 -6.5% $194.39 +23.7%
206 ACN ACCENTURE PLC IRELAND Technology 863.0 $232K 0.07% -162.0 -15.8% $268.30 -33.7%
207 ANET ARISTA NETWORKS INC Technology 1,752.0 $230K 0.07% -255.0 -12.7% $131.03 +13.4%
208 FIS FIDELITY NATL INFORMATION SV Technology 3,450.0 $229K 0.07% NEW $66.46 -34.4%
209 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,511.0 $229K 0.07% -188.0 -7.0% $91.21 +1.2%
210 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,244.0 $229K 0.07% -274.0 -6.1% $53.94 +10.4%
211 EMR EMERSON ELEC CO Industrials 1,720.0 $228K 0.07% +18.0 +1.1% $132.72 +1.6%
212 HDV ISHARES TR 1,876.0 $228K 0.07% +52.0 +2.9% $121.61 -77.3%
213 FCX FREEPORT-MCMORAN INC Basic Materials 4,484.0 $228K 0.07% NEW $50.79 +22.7%
214 IXC ISHARES TR 5,322.0 $223K 0.07% +291.0 +5.8% $41.93 +33.7%
215 OGE OGE ENERGY CORP Utilities 5,028.0 $215K 0.07% $42.70 +12.6%
216 FITB FIFTH THIRD BANCORP Financial Services 4,561.0 $214K 0.07% +59.0 +1.3% $46.81 +5.0%
217 CI THE CIGNA GROUP Healthcare 773.0 $213K 0.07% -43.0 -5.3% $275.23 +2.5%
218 XLI SELECT SECTOR SPDR TR 1,363.0 $211K 0.07% $155.12 +9.9%
219 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 2,632.0 $211K 0.07% +234.0 +9.8% $80.30 -2.3%
220 BP BP PLC Energy 6,055.0 $210K 0.07% $34.73 +29.2%
Page 11 of 12  ·  225 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
Technology 32.2%
Financial Services 19.9%
Healthcare 9.5%
Consumer Cyclical 9.3%
Industrials 7.8%
Communication Services 7.1%
Consumer Defensive 6.4%
Energy 3.8%
Utilities 2.2%
Real Estate 1.3%