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BPW

Bingham Private Wealth Portfolio holdings

AUM $145M
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 Miscellaneous 13.96%
4 Healthcare 9.44%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
76
Northrop Grumman
NOC
$73.7B
$476K 0.41%
+835
New +$485K
INSM icon
77
Insmed
INSM
$28.3B
$472K 0.41%
+2,710
New +$495K
DHR icon
78
Danaher
DHR
$141B
$471K 0.41%
+2,059
New +$453K
LUV icon
79
Southwest Airlines
LUV
$19.2B
$469K 0.41%
+11,355
New +$397K
FCX icon
80
Freeport-McMoran
FCX
$102B
$466K 0.4%
+9,167
New +$397K
HD icon
81
Home Depot
HD
$308B
$465K 0.4%
+1,351
New +$495K
GM icon
82
General Motors
GM
$75.1B
$459K 0.4%
+5,650
New +$398K
CDNS icon
83
Cadence Design Systems
CDNS
$79.7B
$459K 0.4%
+1,469
New +$479K
PRU icon
84
Prudential Financial
PRU
$41.1B
$453K 0.39%
+4,011
New +$430K
GS icon
85
Goldman Sachs
GS
$300B
$444K 0.38%
+505
New +$412K
ABT icon
86
Abbott
ABT
$176B
$439K 0.38%
+3,507
New +$447K
BRK.B icon
87
Berkshire Hathaway Class B
BRK.B
$1.09T
$434K 0.37%
+863
New +$429K
KKR icon
88
KKR & Co
KKR
$90.7B
$427K 0.37%
+3,348
New +$416K
MET icon
89
MetLife
MET
$61.7B
$402K 0.35%
+5,088
New +$403K
TLT icon
90
iShares 20+ Year Treasury Bond ETF
TLT
$46.4B
$401K 0.35%
+4,604
New +$412K
BTI icon
91
British American Tobacco
BTI
$119B
$399K 0.34%
+7,045
New +$384K
MO icon
92
Altria Group
MO
$115B
$397K 0.34%
+6,893
New +$416K
CRBG icon
93
Corebridge Financial
CRBG
$15.5B
$385K 0.33%
+12,763
New +$392K
SLB icon
94
SLB Ltd
SLB
$83.2B
$384K 0.33%
+9,996
New +$362K
TT icon
95
Trane Technologies
TT
$97.4B
$381K 0.33%
+979
New +$405K
NRG icon
96
NRG Energy
NRG
$23.9B
$366K 0.32%
+2,299
New +$380K
PH icon
97
Parker-Hannifin
PH
$120B
$352K 0.3%
+400
New +$327K
BX icon
98
Blackstone
BX
$96.5B
$351K 0.3%
+2,275
New +$346K
SHW icon
99
Sherwin-Williams
SHW
$78.5B
$348K 0.3%
+1,074
New +$359K
APH icon
100
Amphenol
APH
$207B
$344K 0.3%
+5,090
New +$340K
2 3
4
5 6

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RCM
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SC
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CCP
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EC
Enhancing Capital Harrisburg, Pennsylvania $145M AUM 27.65% 1-Year Est. Return
MAM
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GTWM
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Bingham Private Wealth's Q4 2025 Portfolio in Review

As of Q4 2025, Bingham Private Wealth held 151 positions worth $116M. Its ten largest holdings account for 30% of the portfolio.

Bingham Private Wealth deployed $119M of net new capital in Q4 2025, opening 151 new positions. Its largest new stake was Microsoft: 17,012 shares worth $5.81M.

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

  • 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 opened 151 new positions and closed 0 in Q4 2025.

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