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Portfolio (Quarterly) Guide ↗

Coquina Private Wealth LLC

· CIK 0002103792
13F Portfolio $125M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COST COSTCO WHSL CORP NEW Consumer Defensive 1,500.0 $1.3M 1.04% NEW $862.15 +21.8%
22 WMT WALMART INC Consumer Defensive 10,603.0 $1.2M 0.95% NEW $111.41 +17.4%
23 DGRO ISHARES TR 16,076.0 $1.1M 0.89% NEW $69.42 +6.8%
24 AVDE AMERICAN CENTY ETF TR 13,485.0 $1.1M 0.89% NEW $82.32 +10.4%
25 VOO VANGUARD INDEX FDS 1,757.0 $1.1M 0.88% NEW $627.29 +8.9%
26 NEE NEXTERA ENERGY INC Utilities 12,538.0 $1.0M 0.81% NEW $80.28 +11.7%
27 PNC PNC FINL SVCS GROUP INC Financial Services 4,447.0 $928K 0.74% NEW $208.73 +3.9%
28 PANW PALO ALTO NETWORKS INC Technology 5,000.0 $921K 0.74% NEW $184.20 +37.3%
29 TSLA TESLA INC Consumer Cyclical 1,758.0 $791K 0.63% NEW $449.72 -7.2%
30 VGT VANGUARD WORLD FD 960.0 $723K 0.58% NEW $753.48 -84.8%
31 PG PROCTER AND GAMBLE CO Consumer Defensive 4,540.0 $651K 0.52% NEW $143.31 -0.6%
32 VV VANGUARD INDEX FDS 2,016.0 $635K 0.51% NEW $314.80 +8.5%
33 SBUX STARBUCKS CORP Consumer Cyclical 7,345.0 $619K 0.50% NEW $84.21 +26.5%
34 ABBV ABBVIE INC Healthcare 2,553.0 $583K 0.47% NEW $228.48 -6.1%
35 AMD ADVANCED MICRO DEVICES INC Technology 2,606.0 $558K 0.45% NEW $214.16 +109.9%
36 RJF RAYMOND JAMES FINL INC Financial Services 3,064.0 $492K 0.39% NEW $160.58 -5.3%
37 ORCL ORACLE CORP Technology 2,508.0 $489K 0.39% NEW $194.91 -2.6%
38 USA LIBERTY ALL STAR EQUITY FD Financial Services 77,392.0 $486K 0.39% NEW $6.28 -8.0%
39 XLF SELECT SECTOR SPDR TR 8,632.0 $473K 0.38% NEW $54.77 -5.6%
40 JEPI J P MORGAN EXCHANGE TRADED F 8,159.0 $467K 0.37% NEW $57.24 -2.0%
Page 2 of 5  ·  90 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 38.1%
Financial Services 25.2%
Communication Services 13.2%
Consumer Cyclical 10.3%
Consumer Defensive 6.6%
Utilities 2.6%
Energy 1.8%
Healthcare 1.7%
Industrials 0.6%