Private Wealth Partners, LLC
CIK: 1335851SEC EDGAR →
Portfolio Value
$184.7B
Holdings
169
As of
Q1 2026
New Positions
169
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB CHARLES CORP | 204,248 | $19.2B | 10.39% |
| 2 | SOLSTICE ADVANCED MATLS INC | 237,719 | $18.1B | 9.80% |
| 3 | PFIZER INC | 604,878 | $17.0B | 9.20% |
| 4 | BOSTON SCIENTIFIC CORP | 197,086 | $12.4B | 6.70% |
| 5 | FREEPORT MCMORAN INC | 187,832 | $11.0B | 5.98% |
| 6 | KKR & CO INC | 109,465 | $10.1B | 5.48% |
| 7 | TPG INC | 242,610 | $9.8B | 5.32% |
| 8 | KINDER MORGAN INC DEL | 255,145 | $8.6B | 4.63% |
| 9 | DISNEY WALT CO | 80,540 | $7.8B | 4.20% |
| 10 | FORTINET INC | 90,000 | $7.4B | 3.98% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 46 | $58.5B | 31.7% |
| Healthcare | 21 | $31.4B | 17.0% |
| Basic Materials | 5 | $29.3B | 15.9% |
| Energy | 10 | $25.5B | 13.8% |
| Technology | 30 | $17.9B | 9.7% |
| Communication Services | 7 | $8.8B | 4.8% |
| Unknown | 14 | $4.5B | 2.5% |
| Utilities | 7 | $3.9B | 2.1% |
| Consumer Defensive | 9 | $3.4B | 1.9% |
| Industrials | 11 | $1.1B | 0.6% |
| Consumer Cyclical | 9 | $314.4M | 0.2% |