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Portfolio (Quarterly) Guide ↗

Turn8 Private Wealth Inc.

· CIK 0002070026
13F Portfolio $140M AUM 46 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 9 Added 6 Reduced 3 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC CLASS-A Financial Services 10,187.0 $3.6M 2.56% $350.71 -5.7%
22 APOS APOLLO GLOBAL MGMT INC Financial Services 24,445.0 $3.5M 2.54% -412.0 -1.7% $144.76 -81.9%
23 J JACOB SOLUTIONS INC Industrials 25,915.0 $3.4M 2.46% $132.46 -13.9%
24 MPC MARATHON PETROLEUM CORP Energy 20,779.0 $3.4M 2.42% $162.63 +52.8%
25 COST COSTCO WHOLESALE CORP Consumer Defensive 3,817.0 $3.3M 2.36% -64.0 -1.6% $862.34 +21.8%
26 BABA ALIBABA GROUP HOLDING-ADR Consumer Cyclical 21,920.0 $3.2M 2.30% +340.0 +1.6% $146.58 -10.3%
27 PDD PDD HOLDINGS INC ADR Consumer Cyclical 24,446.0 $2.8M 1.99% $113.39 -13.8%
28 ISTB ISHARES CORE 1-5Y USD BND 54,783.0 $2.7M 1.91% $48.75 -1.2%
29 FXI ISHARES CHINA LRG CAP ETF 69,477.0 $2.7M 1.91% $38.29 -6.3%
30 AGG ISHRS CORE US AGG BND ETF 25,256.0 $2.5M 1.81% +211.0 +0.8% $99.88 -1.5%
31 SLQD ISHARES 0-5 YEAR INVESTMT 46,954.0 $2.4M 1.71% $50.70 -0.8%
32 QFIN QIFU HOLDINGS INC ADR Financial Services 123,237.0 $2.4M 1.70% NEW $19.27 -34.8%
33 SGOV ISHS 0-3 MTH TREAS BD ETF 15,775.0 $1.6M 1.14% +389.0 +2.5% $100.38 +0.2%
34 BMO BANK OF MONTREAL Financial Services 11,122.0 $1.4M 1.04% +104.0 +0.9% $129.94 +22.9%
35 VIG VANGUARD DIV APPR ETF 5,051.0 $1.1M 0.80% $219.78 +5.1%
36 XLU SECTOR SPDR TR- UTILITIES 22,771.0 $972K 0.70% +11K +97.7% $42.69 +5.4%
37 PCAR PACCAR INC Industrials 6,384.0 $699K 0.50% $109.51 -0.2%
38 VANGUARD US TOTAL MKT ETF 6,704.0 $611K 0.44% $91.18
39 META META PLATFORMS INC CL-A Communication Services 763.0 $504K 0.36% NEW $660.09 -8.0%
40 EFA ISHARES MSCI EAFE ETF 4,629.0 $445K 0.32% -444.0 -8.8% $96.03 +8.5%
Page 2 of 3  ·  46 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 34.1%
Technology 22.3%
Consumer Cyclical 11.0%
Energy 8.2%
Industrials 8.2%
Consumer Defensive 8.1%
Communication Services 8.0%
Healthcare 0.1%