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BPW

Bingham Private Wealth Portfolio holdings

AUM $126M
This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow %
103.13%
Top 10 Hldgs %
30.39%
Holding
151
New
151
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$8.53M
2
NVDA icon
NVIDIA
NVDA
+$4.81M
3
AAPL icon
Apple
AAPL
+$4.55M
4
AMZN icon
Amazon
AMZN
+$4.03M
5
AVGO icon
Broadcom
AVGO
+$3.85M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.76%
2 Financials 15.13%
3 Healthcare 9.44%
4 Consumer Discretionary 8.16%
5 Industrials 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
76
Northrop Grumman
NOC
$78.2B
$476K 0.41%
+835
New +$485K
INSM icon
77
Insmed
INSM
$23B
$472K 0.41%
+2,710
New +$495K
DHR icon
78
Danaher
DHR
$137B
$471K 0.41%
+2,059
New +$453K
LUV icon
79
Southwest Airlines
LUV
$22.1B
$469K 0.41%
+11,355
New +$397K
FCX icon
80
Freeport-McMoran
FCX
$88.5B
$466K 0.4%
+9,167
New +$397K
HD icon
81
Home Depot
HD
$336B
$465K 0.4%
+1,351
New +$495K
GM icon
82
General Motors
GM
$77.4B
$459K 0.4%
+5,650
New +$398K
CDNS icon
83
Cadence Design Systems
CDNS
$92.8B
$459K 0.4%
+1,469
New +$479K
PRU icon
84
Prudential Financial
PRU
$42.2B
$453K 0.39%
+4,011
New +$430K
GS icon
85
Goldman Sachs
GS
$306B
$444K 0.38%
+505
New +$412K
ABT icon
86
Abbott
ABT
$184B
$439K 0.38%
+3,507
New +$447K
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.07T
$434K 0.37%
+863
New +$429K
KKR icon
88
KKR & Co
KKR
$90.6B
$427K 0.37%
+3,348
New +$416K
MET icon
89
MetLife
MET
$61.2B
$402K 0.35%
+5,088
New +$403K
TLT icon
90
iShares 20+ Year Treasury Bond ETF
TLT
$42.8B
$401K 0.35%
+4,604
New +$412K
BTI icon
91
British American Tobacco
BTI
$131B
$399K 0.34%
+7,045
New +$384K
MO icon
92
Altria Group
MO
$122B
$397K 0.34%
+6,893
New +$416K
CRBG icon
93
Corebridge Financial
CRBG
$14.2B
$385K 0.33%
+12,763
New +$392K
SLB icon
94
SLB Ltd
SLB
$77.7B
$384K 0.33%
+9,996
New +$362K
TT icon
95
Trane Technologies
TT
$106B
$381K 0.33%
+979
New +$405K
NRG icon
96
NRG Energy
NRG
$28.9B
$366K 0.32%
+2,299
New +$380K
PH icon
97
Parker-Hannifin
PH
$124B
$352K 0.3%
+400
New +$327K
BX icon
98
Blackstone
BX
$105B
$351K 0.3%
+2,275
New +$346K
SHW icon
99
Sherwin-Williams
SHW
$80.7B
$348K 0.3%
+1,074
New +$359K
APH icon
100
Amphenol
APH
$183B
$344K 0.3%
+2,545
New +$340K
2 3
4
5 6

Similar funds

BAM
Brandywine Asset Management Thornton, Pennsylvania $126M AUM
CAM
Chesapeake Asset Management New York $126M AUM 36.76% 1-Year Est. Return
BCM
Brooktree Capital Management Gand Rapids, Michigan $126M AUM 0.5% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $126M AUM 55.55% 1-Year Est. Return
BWA
Blodgett Wealth Advisors Concord, California $126M AUM 27.65% 1-Year Est. Return
STCOSD
Sageworth Trust Company of South Dakota Sioux Falls, South Dakota $126M AUM 23.45% 1-Year Est. Return
NFC
Northstar Financial Companies Conshohocken, Pennsylvania $126M AUM 22.37% 1-Year Est. Return
GF
GTS Financial Bloomington, Minnesota $126M AUM

Bingham Private Wealth's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Bingham Private Wealth, which disclosed 151 positions worth $116M. Its ten largest holdings account for 30% of the portfolio.

Its largest position is Microsoft: 17,012 shares worth $5.81M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, followed by Financials and Healthcare.

  • Bingham Private Wealth's largest Q4 2025 buy was Microsoft: 17,012 shares worth $5.81M.
  • Bingham Private Wealth's ten largest holdings make up 30% of its $116M portfolio in Q4 2025.
  • Bingham Private Wealth disclosed 151 positions in Q4 2025, its first 13F filing on record.

Based on Bingham Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.