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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $214M AUM 378 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 30 Added 67 Reduced 49 Exited
Page 18 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCI CROWN CASTLE INC COM Real Estate 22.0 $2K 0.00% $77.23 -2.2%
342 CC CHEMOURS CO COM Basic Materials 79.0 $1K 0.00% $18.85 -15.3%
343 UHT UNIVERSAL HEALTH RLTY INCOME SH BEN INT Real Estate 33.0 $1K 0.00% $44.30 -6.9%
344 HST HOST HOTELS & RESORTS INC COM Real Estate 62.0 $1K 0.00% $23.35 -0.6%
345 KD KYNDRYL HLDGS INC COMMON STOCK Technology 107.0 $1K 0.00% $12.39 +1.3%
346 SOLV SOLVENTUM CORP COM SHS Healthcare 17.0 $1K 0.00% $76.29 +17.4%
347 NMT NUVEEN MASS QUALITY MUN INC COM Financial Services 100.0 $1K 0.00% $12.87 -3.0%
348 VTRS VIATRIS INC COM Healthcare 72.0 $1K 0.00% $16.96 -3.8%
349 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 70.0 $1K 0.00% +3.0 +4.5% $16.74 -9.7%
350 QS QUANTUMSCAPE CORP COM CL A Consumer Cyclical 166.0 $1K 0.00% $6.79 -11.9%
351 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 421.0 $884.0 $2.10 +7.2%
352 NEWSMAX INC COM SHS CLASS B 100.0 $874.0 $8.74
353 DOCU DOCUSIGN INC COM Technology 18.0 $850.0 $47.22 +31.3%
354 BW BABCOCK & WILCOX ENTERPRISES COM Industrials 75.0 $805.0 $10.73 -22.9%
355 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 19.0 $736.0 $38.74 -5.0%
356 TDC TERADATA CORP DEL COM Technology 20.0 $729.0 $36.45 -24.0%
357 OGN ORGANON & CO COMMON STOCK Healthcare 50.0 $676.0 $13.52 +1.7%
358 OGS ONE GAS INC COM Utilities 8.0 $623.0 $77.88 +1.2%
359 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 10.0 $602.0 $60.20 +7.1%
360 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 10.0 $555.0 $55.50 +20.8%
Page 18 of 19  ·  378 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
Consumer Defensive 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%