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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 7 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IBB ISHARES TR 3,341.0 $564K 0.18% +84.0 +2.6% $168.77 +0.2%
122 PEP PEPSICO INC Consumer Defensive 3,870.0 $555K 0.18% -198.0 -4.9% $143.52 +3.7%
123 MET METLIFE INC Financial Services 6,967.0 $550K 0.18% +57.0 +0.8% $78.94 +6.8%
124 ASTRAZENECA PLC 5,834.0 $536K 0.17% +196.0 +3.5% $91.93
125 USHY ISHARES TR 14,131.0 $528K 0.17% $37.40 -1.1%
126 WDC WESTERN DIGITAL CORP Technology 3,063.0 $528K 0.17% -505.0 -14.2% $172.27 +166.8%
127 F FORD MTR CO Consumer Cyclical 40,064.0 $526K 0.17% +2K +4.8% $13.12 +4.2%
128 KMI KINDER MORGAN INC DEL Energy 19,020.0 $523K 0.17% +464.0 +2.5% $27.49 +21.9%
129 IFRA ISHARES TR 9,884.0 $520K 0.17% +444.0 +4.7% $52.62 +15.0%
130 DIS DISNEY WALT CO Communication Services 4,523.0 $515K 0.17% +211.0 +4.9% $113.78 -9.0%
131 PH PARKER-HANNIFIN CORP Industrials 579.0 $509K 0.16% -20.0 -3.3% $878.96 -2.2%
132 NOC NORTHROP GRUMMAN CORP Industrials 888.0 $507K 0.16% -42.0 -4.5% $570.44 -3.3%
133 EMXC ISHARES INC 6,960.0 $506K 0.16% +284.0 +4.2% $72.68 +31.5%
134 DVY ISHARES TR 3,572.0 $504K 0.16% $141.14 +9.2%
135 HON HONEYWELL INTL INC Industrials 2,558.0 $499K 0.16% +100.0 +4.1% $195.09 +14.7%
136 LRCX LAM RESEARCH CORP Technology 2,870.0 $491K 0.16% -92.0 -3.1% $171.18 +76.6%
137 CRM SALESFORCE INC Technology 1,750.0 $464K 0.15% +26.0 +1.5% $264.91 -33.4%
138 MDT MEDTRONIC PLC Healthcare 4,818.0 $463K 0.15% +227.0 +4.9% $96.06 -18.6%
139 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,120.0 $460K 0.15% +1K +18.4% $56.62 +16.1%
140 EFV ISHARES TR 6,295.0 $450K 0.14% +292.0 +4.9% $71.41 +10.6%
Page 7 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%