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Bingham Private Wealth Portfolio holdings
AUM
$145M
Turnover
24.62%
This Fund
S&P 500
This Quarter Est. Return
+16.32%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$145M
AUM Growth
+$19.3M
(+15%)
Cap. Flow
+$5.39M
Cap. Flow % of AUM
Cap. Flow %
3.71%
Top 10 Holdings %
Top 10 Hldgs %
27.96%
Holding
195
New
31
Increased
96
Reduced
43
Closed
17
Avg Time Held
1
year
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$1.9M |
| 2 |
GE Aerospace
GE
|
+$953K |
| 3 |
Netflix
NFLX
|
+$931K |
| 4 |
Ferrari
RACE
|
+$850K |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$573K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$2.29M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.19M |
| 3 |
Dell
DELL
|
+$1.05M |
| 4 |
ASML
ASML
|
+$866K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$545K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.56% |
| 2 | Miscellaneous | 15.3% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 8.76% |
| 5 | Healthcare | 8.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Applied Materials
AMAT
$330B
| $844K | 0.58% |
1,167
-5
| -0.4% | -$2.31K |
2025 Q4
2 quarters
|
|
52
Verizon
VZ
$179B
| $838K | 0.58% |
19,781
+1,368
| +7% | +$64.2K |
2024 Q4
6 quarters
|
|
53
UnitedHealth
UNH
$365B
| $826K | 0.57% |
1,987
+414
| +26% | +$153K |
2024 Q4
6 quarters
|
|
54
Chubb
CB
$137B
| $815K | 0.56% |
2,391
+578
| +32% | +$189K |
2025 Q2
4 quarters
|
|
55
FedEx
FDX
$72.1B
| $814K | 0.56% |
2,600
-613
| -19% | -$223K |
2024 Q4
6 quarters
|
|
56
SLB Ltd
SLB
$79.3B
| $812K | 0.56% |
17,468
+2,619
| +18% | +$140K |
2024 Q4
6 quarters
|
|
57
Advanced Micro Devices
AMD
$944B
| $800K | 0.55% |
+1,377
| New | +$565K |
2026 Q2
0 quarters
|
|
58
RTX Corp
RTX
$264B
| $792K | 0.55% |
4,175
+119
| +3% | +$21.8K |
2024 Q4
6 quarters
|
|
59
AstraZeneca
AZN
$263B
| $778K | 0.54% |
4,104
+138
| +3% | +$26K |
2024 Q4
6 quarters
|
|
60
Coca-Cola
KO
$395B
| $772K | 0.53% |
9,501
+555
| +6% | +$43.8K |
2024 Q4
6 quarters
|
|
61
Charles Schwab
SCHW
$153B
| $740K | 0.51% |
8,015
+2,351
| +42% | +$214K |
2024 Q4
6 quarters
|
|
62
Prologis
PLD
$119B
| $732K | 0.5% |
5,406
+220
| +4% | +$31.2K |
2024 Q4
6 quarters
|
|
63
PepsiCo
PEP
$181B
| $700K | 0.48% |
5,165
+257
| +5% | +$38.4K |
2024 Q4
6 quarters
|
|
64
T-Mobile US
TMUS
$159B
| $696K | 0.48% |
4,149
-139
| -3% | -$26.3K |
2024 Q4
6 quarters
|
|
65
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$19.5B
| $695K | 0.48% |
13,065
+587
| +5% | +$31.2K |
2024 Q4
6 quarters
|
|
66
iShares 1-3 Year Treasury Bond ETF
SHY
$27.2B
| $690K | 0.48% |
8,406
+2,102
| +33% | +$173K |
2024 Q4
6 quarters
|
|
67
Wells Fargo
WFC
$251B
| $686K | 0.47% |
8,296
-213
| -3% | -$17.1K |
2024 Q4
6 quarters
|
|
68
DoorDash
DASH
$73.4B
| $680K | 0.47% |
3,684
+391
| +12% | +$64.6K |
2025 Q4
2 quarters
|
|
69
TransDigm Group
TDG
$62.8B
| $658K | 0.45% |
494
+28
| +6% | +$34.4K |
2024 Q4
6 quarters
|
|
|
70
Vertex Pharmaceuticals
VRTX
$134B
| $642K | 0.44% |
+1,292
| New | +$573K |
2026 Q2
0 quarters
|
|
71
Berkshire Hathaway Class B
BRK.B
$1.16T
| $635K | 0.44% |
1,269
+13
| +1% | +$6.25K |
2024 Q4
6 quarters
|
|
72
Southwest Airlines
LUV
$21.3B
| $618K | 0.43% |
12,017
+179
| +2% | +$7.52K |
2024 Q4
6 quarters
|
|
73
United Rentals
URI
$73.1B
| $599K | 0.41% |
529
+85
| +19% | +$80.9K |
2024 Q4
6 quarters
|
|
74
Freeport-McMoran
FCX
$95.6B
| $597K | 0.41% |
9,493
+263
| +3% | +$16.9K |
2025 Q1
5 quarters
|
|
75
ConocoPhillips
COP
$179B
| $592K | 0.41% |
5,692
+104
| +2% | +$12.3K |
2025 Q1
5 quarters
|
|
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Bingham Private Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, Bingham Private Wealth held 195 positions worth $145M, up 15% from $126M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Bingham Private Wealth deployed $5.39M of net new capital in Q2 2026, opening 31 new positions and adding to 96 existing holdings. Its largest new stake was Ferrari: 2,443 shares worth $910K.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 22% a quarter earlier, followed by Miscellaneous and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $1.19M trimmed.
- Bingham Private Wealth's largest Q2 2026 buy was Ferrari: 2,443 shares worth $910K.
- Bingham Private Wealth added most to Apple in Q2 2026, an estimated $1.9M increase.
- Bingham Private Wealth's biggest Q2 2026 reduction was Alphabet (Google) Class A, cutting an estimated $1.19M.
- Bingham Private Wealth fully exited ExxonMobil in Q2 2026, selling an estimated $2.29M.
- Bingham Private Wealth's ten largest holdings make up 28% of its $145M portfolio in Q2 2026.
- Bingham Private Wealth opened 31 new positions and closed 17 in Q2 2026.
- Bingham Private Wealth's portfolio value rose 15% quarter-over-quarter to $145M.
Based on Bingham Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.