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Portfolio (Quarterly) Guide ↗

Allied Private Wealth LLC

· CIK 0002132253
13F Portfolio $156M AUM 911 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 906 New
Page 40 of 46  ·  906 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ZM ZOOM COMMUNICATIONS INC CL A Technology 15.0 $1K 0.00% NEW $87.40 +21.6%
782 HPQ HP INC COM Technology 55.0 $1K 0.00% NEW $23.76 +25.3%
783 SNPS SYNOPSYS INC COM Technology 3.0 $1K 0.00% NEW $434.33 -6.6%
784 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 15.0 $1K 0.00% NEW $86.67 +9.1%
785 LEIDOS HOLDINGS INC COM 12.0 $1K 0.00% NEW $107.92
786 BDRX BIODEXA PHARMACEUTICALS PLC SPONSORED ADS Healthcare 489.0 $1K 0.00% NEW $2.60 -46.8%
787 GWRS GLOBAL WTR RES INC COM Utilities 180.0 $1K 0.00% NEW $6.95 +27.8%
788 VRTS VIRTUS INVT PARTNERS INC COM Financial Services 8.0 $1K 0.00% NEW $154.38 +8.8%
789 NIO NIO INC SPON ADS Consumer Cyclical 250.0 $1K 0.00% NEW $4.90 -8.1%
790 FS SPECIALTY LENDING FD COM SH BEN INT 108.0 $1K 0.00% NEW $10.95
791 MKZR MACKENZIE RLTY CAP INC COM NEW Real Estate 720.0 $1K 0.00% NEW $1.63 -5.5%
792 HST HOST HOTELS & RESORTS INC COM Real Estate 51.0 $1K 0.00% NEW $22.82 +1.2%
793 NOG NORTHERN OIL & GAS INC COM Energy 60.0 $1K 0.00% NEW $19.35 +31.7%
794 PSTL POSTAL REALTY TRUST INC CL A Real Estate 48.0 $1K 0.00% NEW $24.19 -6.6%
795 LEG LEGGETT & PLATT INC COM Consumer Cyclical 100.0 $1K 0.00% NEW $11.11 -14.6%
796 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 23.0 $1K 0.00% NEW $48.22 +4.0%
797 DINO HF SINCLAIR CORP COM Energy 14.0 $1K 0.00% NEW $79.14 +20.2%
798 REET ISHARES GLOBAL REIT ETF 40.0 $1K 0.00% NEW $27.70 +1.1%
799 MWA MUELLER WTR PRODS INC COM SER A Industrials 44.0 $1K 0.00% NEW $24.82 -0.2%
800 RELX RELX PLC SPONSORED ADR Communication Services 34.0 $1K 0.00% NEW $32.03 +8.2%
Page 40 of 46  ·  906 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 46.9%
Financial Services 17.2%
Consumer Cyclical 7.4%
Communication Services 7.0%
Healthcare 5.7%
Industrials 5.2%
Consumer Defensive 4.0%
Energy 2.3%
Utilities 2.2%
Real Estate 1.6%