BINGHAM PRIVATE WEALTH, LLC
CIK 2063211 · View on SEC EDGAR ↗
- Portfolio value
- $145.3M
- Positions
- 178
- As of
- June 30, 2026
#7,496 of 9,443 by 13F value · top 79.4%
Portfolio value QoQ: +15.3% 13F does not disclose cash
- Top 10 holdings weight
- 27.96%
- Top 25 holdings weight
- 46.52%
- Positions above 1%
- 24
- Effective number of positions
- 76.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.52% Est. buys $20,931,094 · sells $14,271,295
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 78.4% still held
- New positions
- 31
- Increased
- 98
- Decreased
- 42
- Closed
- 17
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +19.1%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 90.0% · Options excluded: 0.0%
Sector breakdown
Technology
22.3%
Industrials
10.1%
Healthcare
8.6%
Retail
6.4%
Financials
6.1%
Financial Services
5.5%
Communication Services
4.7%
Energy
3.9%
Consumer Discretionary
3.8%
Consumer Staples
3.4%
Communications
2.2%
Materials
1.8%
Utilities
1.6%
Telecommunication
1.2%
Real Estate
1.1%
Logistics & Transportation
0.8%
Consumer products
0.6%
Packaging
0.1%
Other/Unmapped
15.9%
Full portfolio 178 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $5,485,860 | 3.78% | 18,959 | $2,362,857 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,219,338 | 3.59% | 21,899 | $952,511 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4,930,861 | 3.39% | 24,643 | $281,625 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,665,825 | 3.21% | 12,508 | $403,666 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4,093,299 | 2.82% | 10,836 | $667,642 | Down ×1 | ||
| SPY SPY | $4,016,266 | 2.76% | 5,378 | $653,259 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,565,838 | 2.45% | 9,978 | $-253,246 | Down ×1 | ||
| BIL | $3,145,818 | 2.16% | 34,328 | $296,089 | Up ×2 | ||
| EQAL | $2,826,051 | 1.94% | 47,694 | $339,663 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,677,360 | 1.84% | 22,794 | $633,267 | Down ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $2,324,218 | 1.60% | 19,789 | $304,460 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,182,972 | 1.50% | 4,571 | $666,590 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2,167,883 | 1.49% | 8,615 | $775,077 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,039,392 | 1.40% | 6,230 | $224,476 | Up ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $1,812,375 | 1.25% | 42,554 | $295,438 | Up ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,800,443 | 1.24% | 905 | $-113,440 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1,794,729 | 1.24% | 1,528 | $482,707 | Up ×2 | ||
| MBB iShares MBS ETF | $1,791,438 | 1.23% | 18,953 | $286,006 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,763,801 | 1.21% | 6,273 | $252,877 | Up ×2 | ||
| V Visa Inc. | $1,705,184 | 1.17% | 4,970 | $257,690 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $1,620,230 | 1.11% | 8,956 | $204,589 | Up ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,589,962 | 1.09% | 30,337 | $209,211 | Up ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1,509,261 | 1.04% | 11,946 | $-152,728 | Up ×2 | ||
| GE GE Aerospace Common Stock | $1,497,003 | 1.03% | 4,006 | $1,224,236 | Up ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1,375,142 | 0.95% | 14,541 | $306,214 | Up ×2 | ||
| PWR Quanta Services, Inc. Common Stock | $1,362,316 | 0.94% | 1,892 | $-12,430 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,283,462 | 0.88% | 11,332 | $-110,214 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $1,219,086 | 0.84% | 7,353 | $-285,098 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,190,303 | 0.82% | 1,272 | $-40,645 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1,168,711 | 0.80% | 16,369 | $611,858 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,154,126 | 0.79% | 2,744 | $122,148 | Down ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,128,489 | 0.78% | 941 | $240,911 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1,104,123 | 0.76% | 4,346 | $48,629 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1,080,380 | 0.74% | 14,972 | $515,514 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1,077,787 | 0.74% | 1,012 | $379,173 | Up ×2 | ||
| CRH CRH PLC Ordinary Shares | $1,065,720 | 0.73% | 9,960 | $18,725 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,056,091 | 0.73% | 2,989 | $189,537 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,033,637 | 0.71% | 1,835 | $-516,835 | Down ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1,011,320 | 0.70% | 1,048 | $337,885 | Down ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $999,353 | 0.69% | 13,443 | $113,329 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $999,318 | 0.69% | 1,946 | $137,404 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $951,167 | 0.65% | 16,693 | $160,783 | Up ×2 | ||
| KLAC KLA Corporation - Common Stock | $950,386 | 0.65% | 3,150 | $452,711 | Up ×2 | ||
| C Citigroup, Inc. Common Stock | $928,915 | 0.64% | 6,637 | $83,217 | Down ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $928,070 | 0.64% | 2,151 | $-21,094 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $913,196 | 0.63% | 7,105 | $192,894 | Up ×2 | ||
| RACE Ferrari N.V. Common Shares | $909,504 | 0.63% | 2,443 | Up ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $883,499 | 0.61% | 6,174 | $213,331 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $857,358 | 0.59% | 9,768 | $-24,827 | Up ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $844,661 | 0.58% | 3,534 | $-22,793 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $843,741 | 0.58% | 1,167 | $443,163 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $838,254 | 0.58% | 19,781 | $-86,117 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $825,900 | 0.57% | 1,987 | $400,673 | Up ×2 | ||
| CB Chubb Limited Common Stock | $814,709 | 0.56% | 2,391 | $223,798 | Up ×2 | ||
| FDX FedEx Corporation Common Stock | $814,138 | 0.56% | 2,600 | $-330,268 | Down ×1 | ||
| SLB SLB Limited Common Shares | $812,087 | 0.56% | 17,468 | $48,997 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $799,913 | 0.55% | 1,377 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $792,123 | 0.55% | 4,175 | $9,721 | Up ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $778,200 | 0.54% | 4,104 | $-3,975 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $772,146 | 0.53% | 9,501 | $91,803 | Up ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $739,551 | 0.51% | 8,015 | $207,245 | Up ×2 | ||
| PLD Prologis, Inc. Common Stock | $732,351 | 0.50% | 5,406 | $46,866 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $699,810 | 0.48% | 5,165 | $-62,599 | Up ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $695,843 | 0.48% | 4,149 | $-204,680 | Down ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $694,666 | 0.48% | 13,065 | $30,587 | Up ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $690,217 | 0.47% | 8,406 | $169,696 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $685,601 | 0.47% | 8,296 | $8,230 | Down ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $679,809 | 0.47% | 3,684 | $185,365 | Up ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $658,028 | 0.45% | 494 | $117,953 | Up ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $641,775 | 0.44% | 1,292 | Up ×1 | |||
| BRKB | $634,995 | 0.44% | 1,269 | $33,120 | Up ×2 | ||
| LUV Southwest Airlines Company Common Stock | $617,914 | 0.43% | 12,017 | $173,160 | Up ×2 | ||
| URI United Rentals, Inc. Common Stock | $599,299 | 0.41% | 529 | $275,818 | Up ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $597,015 | 0.41% | 9,493 | $54,476 | Up ×2 | ||
| COP ConocoPhillips Common Stock | $591,740 | 0.41% | 5,692 | $-145,876 | Up ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $579,860 | 0.40% | 2,437 | $98,002 | Up ×1 | ||
| GLD | $575,410 | 0.40% | 1,562 | $-88,097 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $549,491 | 0.38% | 1,096 | $45,181 | Up ×2 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $548,244 | 0.38% | 8,877 | $57,388 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $537,911 | 0.37% | 1,486 | $12,934 | Down ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $531,981 | 0.37% | 526 | $100,526 | Up ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $530,878 | 0.37% | 6,143 | $-28,619 | Down ×1 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $528,406 | 0.36% | 1,599 | $-86,444 | Down ×2 | ||
| MO Altria Group, Inc. | $523,148 | 0.36% | 7,271 | $36,660 | Down ×1 | ||
| GM General Motors Company Common Stock | $517,746 | 0.36% | 6,717 | $42,436 | Up ×2 | ||
| APH Amphenol Corporation Common Stock | $512,739 | 0.35% | 2,908 | $184,608 | Up ×2 | ||
| LIN Linde plc - Ordinary Shares | $510,118 | 0.35% | 983 | $37,659 | Up ×2 | ||
| ENB Enbridge Inc Common Stock | $507,189 | 0.35% | 9,356 | $20,146 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $492,321 | 0.34% | 2,454 | $44,455 | Down ×2 | ||
| NRG NRG Energy, Inc. Common Stock | $474,695 | 0.33% | 3,250 | $173,354 | Up ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $474,168 | 0.33% | 931 | $-152,811 | Up ×2 | ||
| TFC Truist Financial Corporation Common Stock | $474,087 | 0.33% | 9,516 | $36,820 | Up ×1 | ||
| PFE Pfizer, Inc. Common Stock | $452,752 | 0.31% | 18,802 | $-66,166 | Up ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $441,757 | 0.30% | 4,093 | $53,732 | Up ×1 | ||
| VLO Valero Energy Corporation Common Stock | $435,716 | 0.30% | 1,673 | $39,894 | Up ×2 | ||
| MET MetLife, Inc. Common Stock | $431,003 | 0.30% | 5,094 | $70,755 | |||
| DHR Danaher Corporation Common Stock | $429,151 | 0.30% | 2,253 | $13,927 | Up ×2 | ||
| DE Deere & Company Common Stock | $421,829 | 0.29% | 665 | $115,394 | Up ×1 | ||
| MCK McKesson Corporation Common Stock | $418,602 | 0.29% | 554 | $-224,360 | Down ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $417,599 | 0.29% | 4,550 | $67,024 | Up ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| RACE | $909,504 | 2,443 | 0.63% |
| AMD | $799,913 | 1,377 | 0.55% |
| VRTX | $641,775 | 1,292 | 0.44% |
| AEP | $377,711 | 2,760 | 0.26% |
| NBIS | $345,765 | 1,252 | 0.24% |
| PANW | $308,623 | 905 | 0.21% |
| MU | $301,272 | 261 | 0.21% |
| RCL | $268,948 | 847 | 0.19% |
| TROW | $267,399 | 2,352 | 0.18% |
| SWK | $267,395 | 2,841 | 0.18% |
| LRCX | $256,673 | 592 | 0.18% |
| INTC | $254,825 | 1,825 | 0.18% |
| CYD | $250,704 | 5,288 | 0.17% |
| ACN | $244,837 | 1,967 | 0.17% |
| MNST | $244,433 | 2,543 | 0.17% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Bought more | +7K | +$2.4M |
| AMZN | Bought more | +1K | +$953K |
| ABBV | Bought more | +2K | +$775K |
| AVGO | Trimmed | -232 | +$668K |
| TSM | Bought more | +84 | +$667K |
| SPY | Bought more | +207 | +$653K |
| CSCO | Trimmed | -4K | +$633K |
| NFLX | Bought more | +11K | +$612K |
| META | Trimmed | -875 | -$517K |
| UBER | Bought more | +7K | +$516K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 13,489 | $2,288,718 | 22.5% |
| IWD | June 30, 2026 | 2,549 | $544,645 | No longer tracked |
| AIG | March 31, 2026 | 6,325 | $541,104 | 0.3% |
| TEL | March 31, 2025 | 3,632 | $519,267 | 42.1% |
| VOO | March 31, 2025 | 792 | $426,738 | No longer tracked |
| QCOM | June 30, 2026 | 3,057 | $393,680 | -12.3% |
| CRBG | March 31, 2026 | 12,763 | $385,060 | 34.3% |
| TT | March 31, 2026 | 979 | $381,027 | 9.0% |
| BLK | June 30, 2026 | 388 | $373,143 | 19.8% |
| XEL | March 31, 2026 | 4,302 | $317,746 | 0.3% |
| PPL | June 30, 2026 | 8,307 | $317,327 | -2.0% |
| ACN | March 31, 2026 | 1,104 | $296,203 | -6.7% |
| ORCL | June 30, 2025 | 2,103 | $294,020 | -34.8% |
| GLPI | June 30, 2025 | 5,667 | $288,450 | -7.2% |
| SNY | June 30, 2026 | 5,941 | $286,237 | 6.5% |
| STT | March 31, 2026 | 2,077 | $267,954 | 46.5% |
| EMBJ | June 30, 2026 | 4,441 | $263,529 | 20.7% |
| AEM | June 30, 2026 | 1,165 | $236,472 | 34.4% |
| CMCSA | June 30, 2025 | 6,395 | $235,976 | -25.3% |
| IRM | March 31, 2025 | 2,241 | $235,552 | 41.2% |
| GFI | June 30, 2026 | 5,149 | $233,765 | 31.3% |
| BVN | June 30, 2026 | 6,336 | $228,349 | 14.6% |
| TROW | March 31, 2026 | 2,230 | $228,307 | 24.8% |
| MRSH | June 30, 2025 | 901 | $219,871 | -13.9% |
| INTU | March 31, 2026 | 326 | $215,949 | -16.3% |
| RYAAY | June 30, 2026 | 3,644 | $210,623 | -16.0% |
| NVO | June 30, 2026 | 5,621 | $206,572 | -3.0% |
| MDT | March 31, 2026 | 2,115 | $203,167 | 8.6% |
| CPRT | March 31, 2026 | 5,171 | $202,445 | 2.5% |
| ZTS | June 30, 2025 | 1,229 | $202,355 | -51.4% |
| MNST | March 31, 2026 | 2,638 | $202,255 | -34.1% |
| ITOT | June 30, 2025 | 1,651 | $201,439 | No longer tracked |
| HMY | June 30, 2026 | 10,881 | $167,241 | 41.5% |
| SBSW | June 30, 2026 | 13,323 | $164,139 | 36.9% |
| VNET | June 30, 2026 | 16,762 | $140,633 | -15.5% |
| TIGR | March 31, 2026 | 12,659 | $121,020 | -20.8% |
| SAN | June 30, 2026 | 10,562 | $119,139 | 3.1% |
| VLRS | June 30, 2026 | 13,764 | $99,651 | -25.2% |
| AEG | March 31, 2026 | 11,241 | $86,668 | 24.2% |