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Portfolio (Quarterly) Guide ↗

Noble Wealth Management PBC

· CIK 0002055065
13F Portfolio $223M AUM 778 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 216 New 137 Added 171 Reduced 25 Exited
Page 10 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 13.0 $907.0 NEW $69.77 -13.5%
182 KGS KODIAK GAS SVCS INC COM Energy 12.0 $902.0 NEW $75.17 -12.0%
183 MXL MAXLINEAR INC COM Technology 7.0 $896.0 NEW $128.00 -33.8%
184 SNPS SYNOPSYS INC COM Technology 2.0 $892.0 NEW $446.00 -7.3%
185 JCI JOHNSON CTLS INTL PLC SHS Industrials 6.0 $877.0 NEW $146.17 +5.3%
186 MDT MEDTRONIC PLC SHS Healthcare 11.0 $861.0 NEW $78.27 +15.7%
187 GKOS GLAUKOS CORP COM Healthcare 6.0 $839.0 NEW $139.83 +32.7%
188 GSK GSK PLC SPONSORED ADR Healthcare 16.0 $839.0 NEW $52.44 -4.1%
189 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 26.0 $836.0 NEW $32.15 +24.3%
190 ECG EVERUS CONSTR GROUP COM Industrials 5.0 $830.0 NEW $166.00 -13.6%
191 SNEX STONEX GROUP INC COM Financial Services 7.0 $830.0 NEW $118.57 -42.3%
192 CVS CVS HEALTH CORP COM Healthcare 8.0 $828.0 NEW $103.50 -9.2%
193 PTCT PTC THERAPEUTICS INC COM Healthcare 10.0 $816.0 NEW $81.60 -10.7%
194 AGX ARGAN INC COM Industrials 1.0 $799.0 NEW $799.00 -26.2%
195 MO ALTRIA GROUP INC COM Consumer Defensive 11.0 $791.0 NEW $71.91 -11.1%
196 CORT CORCEPT THERAPEUTICS INC COM Healthcare 9.0 $783.0 NEW $87.00 +34.7%
197 LW LAMB WESTON HLDGS INC COM Consumer Defensive 18.0 $777.0 NEW $43.17 +21.6%
198 MATX MATSON INC COM Industrials 4.0 $769.0 NEW $192.25 +14.4%
199 FORTINET INC COM 5.0 $768.0 NEW $153.60
200 MCK MCKESSON CORP COM Healthcare 1.0 $756.0 NEW $756.00 +13.7%
Page 10 of 11  ·  216 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 77.4%
Technology 14.4%
Consumer Cyclical 3.0%
Communication Services 2.2%
Healthcare 0.9%
Consumer Defensive 0.8%
Industrials 0.5%
Utilities 0.4%
Energy 0.2%
Basic Materials 0.1%