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Portfolio (Quarterly) Guide ↗

Cogent Private Wealth, Inc.

· CIK 0002078392
13F Portfolio $139M AUM 98 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 50 Added 20 Reduced 10 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 3,128.0 $355K 0.26% +283.0 +9.9% $113.41 +10.4%
42 ABBV ABBVIE INC Healthcare 1,628.0 $354K 0.26% +216.0 +15.3% $217.49 -1.3%
43 RTX RTX CORPORATION Industrials 1,788.0 $345K 0.25% +137.0 +8.3% $192.90 -9.4%
44 VWO VANGUARD INTL EQUITY INDEX F 6,238.0 $337K 0.24% +2K +47.1% $54.05 +8.6%
45 CSCO CISCO SYS INC Technology 3,488.0 $271K 0.20% +643.0 +22.6% $77.59 +52.3%
46 GE GE AEROSPACE Industrials 912.0 $259K 0.19% +234.0 +34.5% $283.83 +6.3%
47 GS GOLDMAN SACHS GROUP INC Financial Services 303.0 $256K 0.18% +59.0 +24.2% $845.99 +16.8%
48 MS MORGAN STANLEY Financial Services 1,389.0 $229K 0.17% +237.0 +20.6% $164.57 +21.8%
49 VTI VANGUARD INDEX FDS 669.0 $215K 0.15% +53.0 +8.6% $320.81 +13.8%
50 BLK BLACKROCK INC Financial Services 212.0 $204K 0.15% +3.0 +1.4% $961.71 +10.6%
Page 3 of 3  ·  50 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 39.4%
Financial Services 23.9%
Communication Services 10.7%
Consumer Cyclical 9.3%
Healthcare 6.1%
Energy 4.9%
Industrials 2.9%
Consumer Defensive 2.9%