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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 | |
|---|---|---|---|---|---|---|---|
101
Sherwin-Williams
SHW
$79.7B
| $394K | 0.27% |
1,144
+42
| +4% | +$13.4K |
2024 Q4
6 quarters
|
|
102
Parker-Hannifin
PH
$117B
| $393K | 0.27% |
402
-4
| -1% | -$3.66K |
2024 Q4
6 quarters
|
|
103
Pultegroup
PHM
$23.7B
| $392K | 0.27% |
2,860
+125
| +5% | +$15.2K |
2025 Q1
5 quarters
|
|
104
Schwab US Dividend Equity ETF
SCHD
$120B
| $392K | 0.27% |
12,358
-53
| -0.4% | -$1.68K |
2026 Q1
1 quarter
|
|
105
WEC Energy
WEC
$37.4B
| $386K | 0.27% |
3,308
+312
| +10% | +$35.6K |
2024 Q4
6 quarters
|
|
106
Home Depot
HD
$328B
| $384K | 0.26% |
1,090
-138
| -11% | -$44.9K |
2024 Q4
6 quarters
|
|
107
American Electric Power
AEP
$70.4B
| $378K | 0.26% |
+2,760
| New | +$364K |
2026 Q2
0 quarters
|
|
108
Corteva
CTVA
$7.65B
| $373K | 0.26% |
4,407
+173
| +4% | +$13.9K |
2025 Q2
4 quarters
|
|
109
Cadence Design Systems
CDNS
$94B
| $369K | 0.25% |
984
-380
| -28% | -$133K |
2024 Q4
6 quarters
|
|
110
US Bancorp
USB
$94.5B
| $369K | 0.25% |
6,108
+451
| +8% | +$25.3K |
2024 Q4
6 quarters
|
|
111
United Parcel Service
UPS
$91.3B
| $365K | 0.25% |
3,393
+426
| +14% | +$44.3K |
2026 Q1
1 quarter
|
|
112
General Dynamics
GD
$100B
| $358K | 0.25% |
1,011
-9
| -0.9% | -$3.08K |
2024 Q4
6 quarters
|
|
113
Vanguard Russell 1000 Value ETF
VONV
$22.8B
| $352K | 0.24% |
3,313
| – | – |
2024 Q4
6 quarters
|
|
114
Nebius Group N.V.
NBIS
$46.8B
| $346K | 0.24% |
+1,252
| New | +$248K |
2026 Q2
0 quarters
|
|
115
Air Products & Chemicals
APD
$69.4B
| $334K | 0.23% |
1,138
-189
| -14% | -$55K |
2026 Q1
1 quarter
|
|
116
Morgan Stanley
MS
$297B
| $332K | 0.23% |
1,587
-238
| -13% | -$47.1K |
2024 Q4
6 quarters
|
|
117
Lowe's Companies
LOW
$116B
| $331K | 0.23% |
1,500
-103
| -6% | -$23.4K |
2024 Q4
6 quarters
|
|
118
Apollo Global Management
APO
$70B
| $328K | 0.23% |
2,775
+75
| +3% | +$9.43K |
2024 Q4
6 quarters
|
|
119
Mitsubishi UFJ Financial
MUFG
$247B
| $326K | 0.22% |
16,407
+1,227
| +8% | +$23.1K |
2025 Q4
2 quarters
|
|
120
Welltower
WELL
$171B
| $326K | 0.22% |
1,436
+194
| +16% | +$41K |
2025 Q4
2 quarters
|
|
121
Eastman Chemical
EMN
$7.77B
| $318K | 0.22% |
4,745
+297
| +7% | +$21.7K |
2026 Q1
1 quarter
|
|
122
Genuine Parts
GPC
$16.9B
| $315K | 0.22% |
2,671
+131
| +5% | +$13.7K |
2024 Q4
6 quarters
|
|
123
Salesforce
CRM
$190B
| $311K | 0.21% |
1,987
-94
| -5% | -$16.5K |
2024 Q4
6 quarters
|
|
124
Procter & Gamble
PG
$372B
| $311K | 0.21% |
2,120
-95
| -4% | -$13.8K |
2024 Q4
6 quarters
|
|
125
Ingersoll Rand
IR
$31B
| $309K | 0.21% |
3,773
+277
| +8% | +$21.4K |
2026 Q1
1 quarter
|
|
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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.