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Portfolio (Quarterly) Guide ↗

Box Hill Private Wealth LLC

· CIK 0002094120
13F Portfolio $101M AUM 66 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 21 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 AGG ISHARES TR 6,501 $649K 0.66% SOLD
2 NOW SERVICENOW INC Technology 1,890 $290K 0.29% SOLD
3 HD HOME DEPOT INC Consumer Cyclical 696 $239K 0.24% SOLD
4 SLV ISHARES SILVER TR Financial Services 3,530 $227K 0.23% SOLD
Sector Allocation
Technology 31.0%
Financial Services 29.2%
Communication Services 15.5%
Consumer Cyclical 12.3%
Industrials 3.5%
Healthcare 3.1%
Consumer Defensive 3.1%
Energy 2.2%