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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BFAM BRIGHT HORIZONS FAM SOL IN DEL COM Consumer Cyclical 16.0 $1K 0.00% NEW $70.88 -0.8%
142 MMM 3M CO COM Industrials 7.0 $1K 0.00% NEW $161.86 +11.3%
143 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 10.0 $1K 0.00% NEW $112.30 +21.6%
144 FORM FORMFACTOR INC COM Technology 7.0 $1K 0.00% NEW $160.00 -13.7%
145 KRYS KRYSTAL BIOTECH INC COM Healthcare 3.0 $1K NEW $371.67 -9.7%
146 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 115.0 $1K NEW $9.58 +13.0%
147 AMGN AMGEN INC COM Healthcare 3.0 $1K NEW $362.00 +15.9%
148 SPSC SPS COMM INC COM Technology 19.0 $1K NEW $57.16 +33.4%
149 BA BOEING CO COM Industrials 5.0 $1K NEW $216.40 +4.4%
150 MGY MAGNOLIA OIL & GAS CORP CL A Energy 42.0 $1K NEW $25.57 +4.8%
151 BTI BRITISH AMERN TOB PLC SPONSORED ADR Consumer Defensive 17.0 $1K NEW $61.76 -9.8%
152 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 3.0 $1K NEW $350.00 +3.2%
153 EQIX EQUINIX INC COM Real Estate 1.0 $1K NEW $1042.00 +5.3%
154 UBS UBS GROUP AG SHS Financial Services 21.0 $1K NEW $49.57 +7.8%
155 ADBE ADOBE INC COM Technology 5.0 $1K NEW $205.00 +23.9%
156 JBT MAREL CORPORATION COM 7.0 $1K NEW $145.00
157 BK BANK OF NY MELLON CORP COM Financial Services 7.0 $1K NEW $144.57 -0.5%
158 MCCORMICK & CO INC COM VTG 20.0 $1K NEW $50.50
159 EAT BRINKER INTL INC COM Consumer Cyclical 6.0 $1K NEW $168.00 +43.9%
160 MYRG MYR GROUP INC COM Industrials 2.0 $1K NEW $500.50 -31.9%
Page 8 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%