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Portside Wealth Group

Latest statistics and disclosures from Portside Wealth Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIL, SPYG, NVDA, SPDW, GOOGL, and represent 16.23% of Portside Wealth Group's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$5.3M), FLJP, MU, KLAC, RLY, QQQ, VV, VBR, HGER, SPCX.
Started 96 new stock positions in SPCX, STM, RELX, BUD, VLUE, VV, MDB, GPC, TMDX, TKR.
Reduced shares in these 10 stocks: BIL, XHLF, CSMD, CSCO, , STRL, PDBC, , AON, QCOM.
Sold out of its positions in AES, BABA, XHLF, BR, AZTA, CTRA, CALX, CHTR, CEG, COO.
Portside Wealth Group was a net buyer of stock by $55M.
Portside Wealth Group has $858M in assets under management (AUM), dropping by 16.27%.
Central Index Key (CIK): 0001978608

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Portfolio Holdings for Portside Wealth Group

Portside Wealth Group holds 505 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Portside Wealth Group has 505 total positions. Only the first 250 positions are shown.

Sign up to view all of the Portside Wealth Group June 30, 2026 positions
Download the Portside Wealth Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str Blo 1 Etf (BIL)	5.3	$46M	-7%	497k	91.64	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.2	$28M		233k	118.99	View chart
NVIDIA Corporation (NVDA)	3.2	$28M	+5%	138k	200.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.5	$21M	+4%	418k	50.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$18M	+4%	49k	357.37	View chart
Microsoft Corporation (MSFT)	1.9	$16M	+3%	44k	373.02	View chart
Apple (AAPL)	1.9	$16M	+5%	56k	289.36	View chart
Spdr Series Trust St Str P500val (SPYV)	1.8	$16M	+5%	256k	60.79	View chart
Amazon (AMZN)	1.7	$15M		62k	238.34	View chart
Tesla Motors (TSLA)	1.3	$11M	+3%	26k	420.60	View chart
Alphabet Cap Stk Cl C (GOOG)	1.2	$10M	-3%	29k	353.32	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.1	$9.4M	+7%	162k	57.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.0	$9.0M	+24%	37k	242.99	View chart
Visa Com Cl A (V)	1.0	$9.0M	-3%	26k	343.10	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.0	$8.9M	+10%	209k	42.41	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.0	$8.8M	+10%	171k	51.78	View chart
Broadcom Call Option (AVGO)	1.0	$8.7M	+5%	23k	377.75	View chart
Meta Platforms Cl A (META)	1.0	$8.3M	+4%	15k	563.31	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$8.0M	+13%	96k	82.84	View chart
Johnson & Johnson (JNJ)	0.8	$7.2M	+2%	29k	253.97	View chart
Eli Lilly & Co. (LLY)	0.8	$6.9M	-8%	5.7k	1199.45	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$6.8M	+18%	70k	96.58	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.7	$6.4M	+6%	285k	22.31	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.0M	+3%	18k	327.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.7	$6.0M	+16%	63k	94.57	View chart
Micron Technology (MU)	0.7	$5.7M	+95%	5.0k	1154.29	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$5.7M	+1398%	65k	87.88	View chart
Applied Materials (AMAT)	0.7	$5.7M	-14%	7.9k	723.02	View chart
Netflix (NFLX)	0.7	$5.6M	+12%	78k	71.40	View chart
Boeing Company (BA)	0.7	$5.6M	+5%	26k	216.47	View chart
Oracle Corporation (ORCL)	0.6	$5.4M	-6%	37k	146.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$5.4M	+25%	15k	365.71	View chart
Verizon Communications (VZ)	0.6	$5.3M	-4%	126k	42.34	View chart
Philip Morris International (PM)	0.6	$5.2M	+2%	29k	180.90	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.6	$5.2M	+7%	199k	26.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$5.1M	+7%	6.8k	748.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$5.0M	+3%	218k	22.78	View chart
Raytheon Technologies Corp (RTX)	0.6	$4.7M	+8%	25k	189.73	View chart
Cisco Systems (CSCO)	0.6	$4.7M	-29%	40k	117.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$4.7M	+2%	9.4k	500.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$4.7M	+3%	56k	82.65	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.5	$4.5M	+58%	153k	29.34	View chart
Abbvie (ABBV)	0.5	$4.5M		18k	251.64	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$4.3M		2.2k	1989.44	View chart
Chevron Corporation (CVX)	0.5	$4.2M	+2%	26k	165.76	View chart
Wells Fargo & Company (WFC)	0.5	$4.1M	+2%	50k	82.64	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.5	$4.1M	NEW	102k	39.75	View chart
Lam Research Corp Com New (LRCX)	0.5	$4.0M	-6%	9.3k	433.33	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$4.0M	+7%	55k	72.28	View chart
Pepsi (PEP)	0.5	$3.9M		29k	135.40	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$3.8M	-8%	34k	114.18	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.8M	-14%	7.4k	513.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.8M	+98%	5.1k	736.40	View chart
Caterpillar (CAT)	0.4	$3.7M	-5%	3.5k	1064.93	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$3.7M	+10%	64k	57.84	View chart
Novo-nordisk A S Adr (NVO)	0.4	$3.7M	+2%	76k	47.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$3.7M	+33%	23k	156.95	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.4	$3.6M	+4%	30k	119.13	View chart
Starbucks Corporation (SBUX)	0.4	$3.5M	-4%	34k	102.19	View chart
Bank of America Corporation (BAC)	0.4	$3.5M	+7%	62k	56.98	View chart
Walt Disney Company (DIS)	0.4	$3.4M	+4%	35k	96.25	View chart
Shell Spon Ads (SHEL)	0.4	$3.3M	+5%	43k	77.54	View chart
CVS Caremark Corporation (CVS)	0.4	$3.3M	-8%	32k	103.45	View chart
Corning Incorporated (GLW)	0.4	$3.2M	-11%	13k	255.43	View chart
salesforce (CRM)	0.4	$3.1M	+13%	20k	156.66	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.0M	-15%	22k	136.72	View chart
Medtronic SHS (MDT)	0.3	$3.0M	+5%	38k	78.23	View chart
Monster Beverage Corp (MNST)	0.3	$2.9M	+9%	30k	96.12	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$2.8M	+11%	35k	79.42	View chart
Home Depot (HD)	0.3	$2.8M	-4%	7.9k	352.72	View chart
Unilever Spon Adr New (UL)	0.3	$2.8M	+9%	46k	60.12	View chart
Costco Wholesale Corporation (COST)	0.3	$2.7M		2.9k	935.27	View chart
Merck & Co (MRK)	0.3	$2.7M	+5%	21k	128.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.7M		3.9k	686.79	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$2.6M	+8%	5.3k	496.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$2.6M		30k	85.49	View chart
Us Bancorp Com New (USB)	0.3	$2.5M		41k	60.40	View chart
Procter & Gamble Company (PG)	0.3	$2.5M	+5%	17k	146.64	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.5M		23k	107.48	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.4M	+8%	5.1k	477.57	View chart
Kla Corp Com New (KLAC)	0.3	$2.4M	+1113%	8.1k	301.71	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$2.4M	+15%	23k	102.16	View chart
Ge Vernova (GEV)	0.3	$2.3M	+58%	2.0k	1175.11	View chart
Coca-Cola Company (KO)	0.3	$2.3M	+6%	28k	81.27	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.3	$2.3M	+4%	75k	30.01	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.3	$2.2M	NEW	65k	34.51	View chart
Advanced Micro Devices (AMD)	0.3	$2.2M	+3%	3.8k	580.91	View chart
Marathon Petroleum Corp (MPC)	0.3	$2.2M	+12%	8.7k	255.70	View chart
Morgan Stanley Com New (MS)	0.3	$2.2M		11k	209.01	View chart
Pfizer (PFE)	0.2	$2.1M	+4%	89k	24.08	View chart
Servicenow (NOW)	0.2	$2.1M	-22%	21k	99.28	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$2.0M	+29%	46k	43.76	View chart
Gilead Sciences (GILD)	0.2	$2.0M		15k	126.34	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.9M	+17%	12k	156.72	View chart
Citigroup Com New (C)	0.2	$1.9M	+3%	14k	139.96	View chart
Southwest Airlines (LUV)	0.2	$1.9M	+56%	38k	51.42	View chart
At&t (T)	0.2	$1.9M		92k	20.70	View chart
Wal-Mart Stores (WMT)	0.2	$1.9M	+17%	17k	113.26	View chart
General Dynamics Corporation (GD)	0.2	$1.9M		5.4k	354.21	View chart
ConocoPhillips (COP)	0.2	$1.9M		18k	103.96	View chart
Technipfmc (FTI)	0.2	$1.9M	+9%	28k	66.30	View chart
Sterling Construction Company (STRL)	0.2	$1.9M	-50%	2.2k	839.36	View chart
Agnico (AEM)	0.2	$1.9M	-10%	12k	155.13	View chart
Constellation Brands Cl A (STZ)	0.2	$1.9M	+4%	13k	139.09	View chart
Enbridge (ENB)	0.2	$1.8M	+2%	34k	54.21	View chart
Ge Aerospace Com New (GE)	0.2	$1.8M	+47%	4.9k	373.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.8M	+13%	24k	76.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.8M	NEW	5.3k	343.91	View chart
Union Pacific Corporation (UNP)	0.2	$1.8M	+4%	6.6k	272.00	View chart
Cme (CME)	0.2	$1.8M	-5%	8.2k	220.83	View chart
Lowe's Companies (LOW)	0.2	$1.8M	+7%	8.2k	220.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$1.8M		77k	23.13	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.8M	+6%	14k	126.58	View chart
Centene Corporation (CNC)	0.2	$1.8M	+14%	27k	64.19	View chart
Amphenol Corp Cl A (APH)	0.2	$1.7M	+3%	9.8k	176.32	View chart
Air Products & Chemicals (APD)	0.2	$1.7M	+10%	5.9k	293.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$1.7M	+10%	34k	50.49	View chart
Williams Companies (WMB)	0.2	$1.7M	-7%	23k	74.34	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.7M	-7%	5.7k	298.07	View chart
Freeport Mcmoran CL B (FCX)	0.2	$1.7M	+2%	27k	62.89	View chart
American Tower Reit (AMT)	0.2	$1.7M	-4%	10k	163.56	View chart
PG&E Corporation (PCG)	0.2	$1.7M	+15%	99k	16.82	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.6M	-6%	4.1k	397.68	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.2	$1.6M	-7%	13k	122.96	View chart
Simon Property (SPG)	0.2	$1.6M	+2%	7.3k	223.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.6M	+84%	2.2k	746.77	View chart
McDonald's Corporation (MCD)	0.2	$1.6M	-4%	6.0k	270.35	View chart
Space Exploration Techn Corp Class A Com Stk Call Option (SPCX)	0.2	$1.6M	NEW	9.4k	170.86	View chart
American Express Company (AXP)	0.2	$1.6M	+10%	4.7k	338.25	View chart
Cigna Corp (CI)	0.2	$1.6M	+4%	5.7k	275.69	View chart
IDEXX Laboratories (IDXX)	0.2	$1.6M	-10%	3.0k	526.44	View chart
Becton, Dickinson and (BDX)	0.2	$1.6M	+27%	10k	151.33	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.6M	+14%	17k	92.27	View chart
Ligand Pharmaceuticals Com New (LGND)	0.2	$1.5M	+59%	4.8k	316.09	View chart
Autodesk (ADSK)	0.2	$1.5M	+12%	7.8k	194.42	View chart
Waste Management (WM)	0.2	$1.5M	+25%	6.8k	222.88	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.5M	+45%	61k	24.55	View chart
Msci (MSCI)	0.2	$1.5M	-19%	2.6k	560.04	View chart
CSX Corporation (CSX)	0.2	$1.4M	+5%	30k	47.53	View chart
American Intl Group Com New (AIG)	0.2	$1.4M	+2%	19k	74.53	View chart
Curtiss-Wright (CW)	0.2	$1.4M	-6%	1.9k	757.76	View chart
Capital One Financial (COF)	0.2	$1.4M	+5%	7.0k	200.60	View chart
Bristol Myers Squibb (BMY)	0.2	$1.4M	+4%	24k	57.62	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.4M	-13%	12k	116.67	View chart
C H Robinson Worldwide In Com New (CHRW)	0.2	$1.4M	+4%	7.3k	188.35	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.4M	+11%	11k	124.76	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.3M	+9%	2.2k	623.55	View chart
Epam Systems (EPAM)	0.2	$1.3M	+36%	17k	79.35	View chart
American Electric Power Company (AEP)	0.2	$1.3M	+2%	9.8k	136.81	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$1.3M	+4%	31k	42.59	View chart
Emcor (EME)	0.2	$1.3M	+59%	1.6k	829.88	View chart
Occidental Petroleum Corporation (OXY)	0.2	$1.3M	-19%	27k	48.57	View chart
Uscf Etf Tr Summerhaven K1 (SDCI)	0.2	$1.3M	+9%	49k	26.44	View chart
Nvent Elec SHS (NVT)	0.1	$1.3M	-11%	7.5k	169.61	View chart
Astrazeneca Ord (AZN)	0.1	$1.3M	+19%	6.7k	189.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	+8%	2.5k	509.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M	+50%	21k	59.69	View chart
Novanta (NOVT)	0.1	$1.3M	+7%	7.7k	162.24	View chart
Comfort Systems USA (FIX)	0.1	$1.2M	-25%	627.00	1981.95	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$1.2M	+15%	11k	112.09	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.2M	NEW	1.3k	965.00	View chart
Baillie Gifford Etf Tr Intl Concntr Grw	0.1	$1.2M	NEW	47k	26.23	View chart
Qualcomm (QCOM)	0.1	$1.2M	-51%	6.6k	184.79	View chart
Barrick Mng Corp Com Shs (B)	0.1	$1.2M	+14%	33k	36.73	View chart
International Business Machines (IBM)	0.1	$1.2M	-22%	4.1k	281.21	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.1M		2.3k	501.37	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$1.1M	-10%	57k	19.89	View chart
Moog Cl A (MOG.A)	0.1	$1.1M	+6%	2.7k	423.85	View chart
Intel Corporation (INTC)	0.1	$1.1M	+10%	8.1k	139.62	View chart
Arista Networks Com Shs (ANET)	0.1	$1.1M	+7%	6.6k	169.88	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$1.1M	+18%	12k	94.85	View chart
Repligen Corporation (RGEN)	0.1	$1.1M	+44%	8.1k	136.44	View chart
Palo Alto Networks (PANW)	0.1	$1.1M	+13%	3.2k	341.02	View chart
UFP Technologies (UFPT)	0.1	$1.1M	+7%	4.1k	265.13	View chart
Expeditors International of Washington (EXPD)	0.1	$1.1M	+8%	6.7k	162.99	View chart
InterDigital (IDCC)	0.1	$1.1M	+7%	3.8k	283.13	View chart
Rambus (RMBS)	0.1	$1.1M	-21%	8.2k	132.74	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$1.1M	+7%	23k	47.35	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M	+3%	2.1k	509.31	View chart
Modine Manufacturing (MOD)	0.1	$1.1M	+7%	4.0k	267.02	View chart
Deere & Company (DE)	0.1	$1.1M	+9%	1.7k	634.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.1M	+3%	21k	50.57	View chart
Norwegian Cruise Line Hldgs SHS (NCLH)	0.1	$1.1M	NEW	51k	21.11	View chart
Uber Technologies (UBER)	0.1	$1.1M	+4%	15k	72.16	View chart
Marriott Intl Cl A (MAR)	0.1	$1.1M	+2%	2.9k	370.54	View chart
Valero Energy Corporation (VLO)	0.1	$1.0M	+27%	4.0k	260.45	View chart
EnPro Industries (NPO)	0.1	$1.0M	+5%	2.8k	376.94	View chart
Snap-on Incorporated (SNA)	0.1	$1.0M	-9%	2.6k	402.40	View chart
Republic Services (RSG)	0.1	$1.0M	-8%	4.8k	213.08	View chart
Sun Communities (SUI)	0.1	$1.0M	NEW	8.5k	119.91	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$1.0M	+3%	5.5k	187.08	View chart
Pjt Partners Com Cl A (PJT)	0.1	$1.0M	+13%	6.7k	150.95	View chart
SEI Investments Company (SEIC)	0.1	$1.0M	+7%	11k	87.71	View chart
Wec Energy Group (WEC)	0.1	$992k	-5%	8.5k	116.77	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$980k	+44%	27k	37.02	View chart
Automatic Data Processing (ADP)	0.1	$974k	-7%	4.4k	224.01	View chart
Quanta Services (PWR)	0.1	$967k	+4%	1.3k	720.04	View chart
Boot Barn Hldgs (BOOT)	0.1	$953k	+5%	5.8k	164.27	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$953k	+212%	72k	13.28	View chart
Airbnb Com Cl A (ABNB)	0.1	$948k	-28%	6.6k	143.10	View chart
Valmont Industries (VMI)	0.1	$941k	+8%	1.6k	577.60	View chart
Mirion Technologies Com Cl A (MIR)	0.1	$930k	+213%	52k	17.93	View chart
Global Payments (GPN)	0.1	$925k	NEW	13k	72.56	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$917k	+7%	8.4k	109.43	View chart
Willis Towers Watson SHS (WTW)	0.1	$911k	+10%	3.5k	261.37	View chart
Monolithic Power Systems (MPWR)	0.1	$910k	-8%	658.00	1382.36	View chart
Casey's General Stores (CASY)	0.1	$908k	-15%	1.1k	794.79	View chart
Watsco, Incorporated (WSO)	0.1	$905k		2.2k	416.73	View chart
Tg Therapeutics (TGTX)	0.1	$904k	+19%	17k	54.94	View chart
Profesionally Managed Portfo Cong Smid Gr Etf (CSMD)	0.1	$902k	-70%	25k	36.49	View chart
Howmet Aerospace (HWM)	0.1	$898k	+101%	3.3k	268.86	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$889k	+36%	3.3k	271.95	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$888k	NEW	1.3k	703.34	View chart
Ametek (AME)	0.1	$884k	+5%	3.7k	241.95	View chart
CoStar (CSGP)	0.1	$860k	-19%	30k	28.32	View chart
Cummins (CMI)	0.1	$860k	+6%	1.2k	713.23	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$859k	+166%	9.7k	89.01	View chart
Ross Stores (ROST)	0.1	$851k	+31%	4.0k	212.86	View chart
Sandisk Corp (SNDK)	0.1	$850k	NEW	374.00	2273.73	View chart
CommVault Systems (CVLT)	0.1	$843k	+14%	6.0k	141.73	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$841k	+13%	7.7k	109.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$836k	+367%	9.7k	86.14	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$805k	-2%	4.0k	201.90	View chart
Yum! Brands (YUM)	0.1	$802k	+6%	5.0k	159.86	View chart
Eaton Corp SHS (ETN)	0.1	$765k	+18%	1.8k	426.12	View chart
Universal Technical Institute (UTI)	0.1	$760k	+6%	18k	42.77	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$754k	+31%	2.3k	334.82	View chart
Rubrik Cl A (RBRK)	0.1	$749k	+17%	9.3k	80.28	View chart
Carpenter Technology Corporation (CRS)	0.1	$748k	+13%	1.2k	616.84	View chart
Kulicke and Soffa Industries (KLIC)	0.1	$741k	NEW	5.5k	133.76	View chart
Brinker International (EAT)	0.1	$739k	+7%	4.4k	168.00	View chart
Teradyne (TER)	0.1	$739k	+67%	1.5k	483.84	View chart
Applovin Corp Com Cl A (APP)	0.1	$735k	+45%	1.4k	515.23	View chart
Block Cl A (XYZ)	0.1	$732k	+6%	9.6k	76.00	View chart
Livanova SHS (LIVN)	0.1	$725k	+20%	8.8k	82.23	View chart
Atmos Energy Corporation (ATO)	0.1	$721k	+103%	4.2k	172.27	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$720k	-12%	7.6k	95.09	View chart
Altria (MO)	0.1	$716k	+25%	10k	71.95	View chart
Sensient Technologies Corporation (SXT)	0.1	$694k	+9%	5.6k	123.31	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$688k	+26%	6.2k	111.31	View chart
Skyline Corporation (SKY)	0.1	$687k	+14%	7.8k	88.12	View chart
Api Group Corp Com Stk (APG)	0.1	$684k		16k	42.35	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$681k	+44%	7.2k	94.93	View chart
Ameris Ban (ABCB)	0.1	$681k	+5%	7.5k	90.26	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$680k	+38%	19k	36.26	View chart
Williams-Sonoma (WSM)	0.1	$679k	+4%	2.9k	233.10	View chart
FactSet Research Systems (FDS)	0.1	$678k	+18%	2.9k	230.11	View chart
Medpace Hldgs (MEDP)	0.1	$675k	+11%	1.3k	529.59	View chart
Diageo Spon Adr New (DEO)	0.1	$672k	+25%	8.4k	80.39	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$668k	-3%	1.0k	666.90	View chart

Past Filings by Portside Wealth Group

SEC 13F filings are viewable for Portside Wealth Group going back to 2023

Portside Wealth Group 2026 Q2 filed July 14, 2026
Portside Wealth Group 2026 Q1 filed May 12, 2026
Portside Wealth Group 2025 Q4 filed Jan. 21, 2026
Portside Wealth Group 2025 Q3 filed Nov. 5, 2025
Portside Wealth Group 2025 Q2 filed Aug. 11, 2025
Portside Wealth Group 2024 Q4 restated filed April 14, 2025
Portside Wealth Group 2025 Q1 restated filed April 14, 2025
Portside Wealth Group 2025 Q1 filed April 10, 2025
Portside Wealth Group 2024 Q4 filed Jan. 15, 2025
Portside Wealth Group 2024 Q3 filed Oct. 31, 2024
Portside Wealth Group 2024 Q2 filed July 18, 2024
Portside Wealth Group 2024 Q1 filed April 17, 2024
Portside Wealth Group 2023 Q4 filed Jan. 16, 2024
Portside Wealth Group 2023 Q3 filed Oct. 27, 2023
Portside Wealth Group 2023 Q2 restated filed Sept. 1, 2023
Portside Wealth Group 2023 Q2 filed Aug. 1, 2023

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