BINGHAM PRIVATE WEALTH, LLC
CIK 2063211 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $145.3M
- Posisi
- 178
- Per tanggal
- 30 Juni 2026
#7.495 dari 9.443 berdasarkan nilai 13F · top 79.4%
Nilai portofolio QoQ: +15.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 27,96%
- Bobot 25 kepemilikan teratas
- 46,52%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 76,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 10,52% Perkiraan pembelian $20.931.094 · penjualan $14.271.295
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 78,4% masih dipegang
- Posisi baru
- 31
- Meningkat
- 98
- Menurun
- 42
- Tertutup
- 17
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +19.1%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 90,0% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
15,9%
Portofolio lengkap 178 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $5.485.860 | 3,78% | 18.959 | $2.362.857 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5.219.338 | 3,59% | 21.899 | $952.511 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.930.861 | 3,39% | 24.643 | $281.625 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.665.825 | 3,21% | 12.508 | $403.666 | Naik ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $4.093.299 | 2,82% | 10.836 | $667.642 | Turun ×1 | ||
| SPY SPY | $4.016.266 | 2,76% | 5.378 | $653.259 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.565.838 | 2,45% | 9.978 | $-253.246 | Turun ×1 | ||
| BIL | $3.145.818 | 2,16% | 34.328 | $296.089 | Naik ×2 | ||
| EQAL | $2.826.051 | 1,94% | 47.694 | $339.663 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.677.360 | 1,84% | 22.794 | $633.267 | Turun ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $2.324.218 | 1,60% | 19.789 | $304.460 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.182.972 | 1,50% | 4.571 | $666.590 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2.167.883 | 1,49% | 8.615 | $775.077 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.039.392 | 1,40% | 6.230 | $224.476 | Naik ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $1.812.375 | 1,25% | 42.554 | $295.438 | Naik ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.800.443 | 1,24% | 905 | $-113.440 | Turun ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1.794.729 | 1,24% | 1.528 | $482.707 | Naik ×2 | ||
| MBB iShares MBS ETF | $1.791.438 | 1,23% | 18.953 | $286.006 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1.763.801 | 1,21% | 6.273 | $252.877 | Naik ×2 | ||
| V Visa Inc. | $1.705.184 | 1,17% | 4.970 | $257.690 | Naik ×2 | ||
| PM Philip Morris International Inc Common Stock | $1.620.230 | 1,11% | 8.956 | $204.589 | Naik ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1.589.962 | 1,09% | 30.337 | $209.211 | Naik ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $1.509.261 | 1,04% | 11.946 | $-152.728 | Naik ×2 | ||
| GE GE Aerospace Common Stock | $1.497.003 | 1,03% | 4.006 | $1.224.236 | Naik ×1 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1.375.142 | 0,95% | 14.541 | $306.214 | Naik ×2 | ||
| PWR Quanta Services, Inc. Common Stock | $1.362.316 | 0,94% | 1.892 | $-12.430 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.283.462 | 0,88% | 11.332 | $-110.214 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $1.219.086 | 0,84% | 7.353 | $-285.098 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.190.303 | 0,82% | 1.272 | $-40.645 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1.168.711 | 0,80% | 16.369 | $611.858 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.154.126 | 0,79% | 2.744 | $122.148 | Turun ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.128.489 | 0,78% | 941 | $240.911 | Turun ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.104.123 | 0,76% | 4.346 | $48.629 | Naik ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $1.080.380 | 0,74% | 14.972 | $515.514 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1.077.787 | 0,74% | 1.012 | $379.173 | Naik ×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 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.033.637 | 0,71% | 1.835 | $-516.835 | Turun ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1.011.320 | 0,70% | 1.048 | $337.885 | Turun ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $999.353 | 0,69% | 13.443 | $113.329 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $999.318 | 0,69% | 1.946 | $137.404 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $951.167 | 0,65% | 16.693 | $160.783 | Naik ×2 | ||
| KLAC KLA Corporation - Common Stock | $950.386 | 0,65% | 3.150 | $452.711 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $928.915 | 0,64% | 6.637 | $83.217 | Turun ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $928.070 | 0,64% | 2.151 | $-21.094 | Turun ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $913.196 | 0,63% | 7.105 | $192.894 | Naik ×2 | ||
| RACE Ferrari N.V. Common Shares | $909.504 | 0,63% | 2.443 | Naik ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $883.499 | 0,61% | 6.174 | $213.331 | Naik ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $857.358 | 0,59% | 9.768 | $-24.827 | Naik ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $844.661 | 0,58% | 3.534 | $-22.793 | Naik ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $843.741 | 0,58% | 1.167 | $443.163 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $838.254 | 0,58% | 19.781 | $-86.117 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $825.900 | 0,57% | 1.987 | $400.673 | Naik ×2 | ||
| CB Chubb Limited Common Stock | $814.709 | 0,56% | 2.391 | $223.798 | Naik ×2 | ||
| FDX FedEx Corporation Common Stock | $814.138 | 0,56% | 2.600 | $-330.268 | Turun ×1 | ||
| SLB SLB Limited Common Shares | $812.087 | 0,56% | 17.468 | $48.997 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $799.913 | 0,55% | 1.377 | Naik ×1 | |||
| RTX RTX Corporation Common Stock | $792.123 | 0,55% | 4.175 | $9.721 | Naik ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $778.200 | 0,54% | 4.104 | $-3.975 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $772.146 | 0,53% | 9.501 | $91.803 | Naik ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $739.551 | 0,51% | 8.015 | $207.245 | Naik ×2 | ||
| PLD Prologis, Inc. Common Stock | $732.351 | 0,50% | 5.406 | $46.866 | Naik ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $699.810 | 0,48% | 5.165 | $-62.599 | Naik ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $695.843 | 0,48% | 4.149 | $-204.680 | Turun ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $694.666 | 0,48% | 13.065 | $30.587 | Naik ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $690.217 | 0,47% | 8.406 | $169.696 | Naik ×1 | ||
| WFC Wells Fargo & Company Common Stock | $685.601 | 0,47% | 8.296 | $8.230 | Turun ×1 | ||
| DASH DoorDash, Inc. - Common Stock | $679.809 | 0,47% | 3.684 | $185.365 | Naik ×2 | ||
| TDG Transdigm Group Incorporated Common Stock | $658.028 | 0,45% | 494 | $117.953 | Naik ×2 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $641.775 | 0,44% | 1.292 | Naik ×1 | |||
| BRKB | $634.995 | 0,44% | 1.269 | $33.120 | Naik ×2 | ||
| LUV Southwest Airlines Company Common Stock | $617.914 | 0,43% | 12.017 | $173.160 | Naik ×2 | ||
| URI United Rentals, Inc. Common Stock | $599.299 | 0,41% | 529 | $275.818 | Naik ×2 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $597.015 | 0,41% | 9.493 | $54.476 | Naik ×2 | ||
| COP ConocoPhillips Common Stock | $591.740 | 0,41% | 5.692 | $-145.876 | Naik ×2 | ||
| ALL Allstate Corporation (The) Common Stock | $579.860 | 0,40% | 2.437 | $98.002 | Naik ×1 | ||
| GLD | $575.410 | 0,40% | 1.562 | $-88.097 | Naik ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $549.491 | 0,38% | 1.096 | $45.181 | Naik ×2 | ||
| BTI British American Tobacco Industries, p.l.c. Common Stock ADR | $548.244 | 0,38% | 8.877 | $57.388 | Naik ×2 | ||
| AMGN Amgen Inc. - Common Stock | $537.911 | 0,37% | 1.486 | $12.934 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $531.981 | 0,37% | 526 | $100.526 | Naik ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $530.878 | 0,37% | 6.143 | $-28.619 | Turun ×1 | ||
| HLT Hilton Worldwide Holdings Inc. Common Stock | $528.406 | 0,36% | 1.599 | $-86.444 | Turun ×2 | ||
| MO Altria Group, Inc. | $523.148 | 0,36% | 7.271 | $36.660 | Turun ×1 | ||
| GM General Motors Company Common Stock | $517.746 | 0,36% | 6.717 | $42.436 | Naik ×2 | ||
| APH Amphenol Corporation Common Stock | $512.739 | 0,35% | 2.908 | $184.608 | Naik ×2 | ||
| LIN Linde plc - Ordinary Shares | $510.118 | 0,35% | 983 | $37.659 | Naik ×2 | ||
| ENB Enbridge Inc Common Stock | $507.189 | 0,35% | 9.356 | $20.146 | Naik ×1 | ||
| COF Capital One Financial Corporation Common Stock | $492.321 | 0,34% | 2.454 | $44.455 | Turun ×2 | ||
| NRG NRG Energy, Inc. Common Stock | $474.695 | 0,33% | 3.250 | $173.354 | Naik ×1 | ||
| NOC Northrop Grumman Corporation Common Stock | $474.168 | 0,33% | 931 | $-152.811 | Naik ×2 | ||
| TFC Truist Financial Corporation Common Stock | $474.087 | 0,33% | 9.516 | $36.820 | Naik ×1 | ||
| PFE Pfizer, Inc. Common Stock | $452.752 | 0,31% | 18.802 | $-66.166 | Naik ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $441.757 | 0,30% | 4.093 | $53.732 | Naik ×1 | ||
| VLO Valero Energy Corporation Common Stock | $435.716 | 0,30% | 1.673 | $39.894 | Naik ×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 | Naik ×2 | ||
| DE Deere & Company Common Stock | $421.829 | 0,29% | 665 | $115.394 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $418.602 | 0,29% | 554 | $-224.360 | Turun ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $417.599 | 0,29% | 4.550 | $67.024 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AAPL | Beli lebih banyak | +7K | +$2.4M |
| AMZN | Beli lebih banyak | +1K | +$953K |
| ABBV | Beli lebih banyak | +2K | +$775K |
| AVGO | Dipangkas | -232 | +$668K |
| TSM | Beli lebih banyak | +84 | +$667K |
| SPY | Beli lebih banyak | +207 | +$653K |
| CSCO | Dipangkas | -4K | +$633K |
| NFLX | Beli lebih banyak | +11K | +$612K |
| META | Dipangkas | -875 | -$517K |
| UBER | Beli lebih banyak | +7K | +$516K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 13.489 | $2.288.718 | 22,8% |
| IWD | 30 Juni 2026 | 2.549 | $544.645 | Tidak lagi dilacak |
| AIG | 31 Maret 2026 | 6.325 | $541.104 | 1,7% |
| TEL | 31 Maret 2025 | 3.632 | $519.267 | 44,8% |
| VOO | 31 Maret 2025 | 792 | $426.738 | Tidak lagi dilacak |
| QCOM | 30 Juni 2026 | 3.057 | $393.680 | -12,5% |
| CRBG | 31 Maret 2026 | 12.763 | $385.060 | 40,2% |
| TT | 31 Maret 2026 | 979 | $381.027 | 10,2% |
| BLK | 30 Juni 2026 | 388 | $373.143 | 21,4% |
| XEL | 31 Maret 2026 | 4.302 | $317.746 | 0,2% |
| PPL | 30 Juni 2026 | 8.307 | $317.327 | -1,4% |
| ACN | 31 Maret 2026 | 1.104 | $296.203 | -9,0% |
| ORCL | 30 Juni 2025 | 2.103 | $294.020 | -36,3% |
| GLPI | 30 Juni 2025 | 5.667 | $288.450 | -8,9% |
| SNY | 30 Juni 2026 | 5.941 | $286.237 | 7,7% |
| STT | 31 Maret 2026 | 2.077 | $267.954 | 51,2% |
| EMBJ | 30 Juni 2026 | 4.441 | $263.529 | 23,6% |
| AEM | 30 Juni 2026 | 1.165 | $236.472 | 30,1% |
| CMCSA | 30 Juni 2025 | 6.395 | $235.976 | -25,0% |
| IRM | 31 Maret 2025 | 2.241 | $235.552 | 44,1% |
| GFI | 30 Juni 2026 | 5.149 | $233.765 | 29,4% |
| BVN | 30 Juni 2026 | 6.336 | $228.349 | 18,3% |
| TROW | 31 Maret 2026 | 2.230 | $228.307 | 24,6% |
| MRSH | 30 Juni 2025 | 901 | $219.871 | -13,0% |
| INTU | 31 Maret 2026 | 326 | $215.949 | -16,6% |
| RYAAY | 30 Juni 2026 | 3.644 | $210.623 | -14,7% |
| NVO | 30 Juni 2026 | 5.621 | $206.572 | -2,1% |
| MDT | 31 Maret 2026 | 2.115 | $203.167 | 8,2% |
| CPRT | 31 Maret 2026 | 5.171 | $202.445 | 0,5% |
| ZTS | 30 Juni 2025 | 1.229 | $202.355 | -50,6% |
| MNST | 31 Maret 2026 | 2.638 | $202.255 | -34,3% |
| ITOT | 30 Juni 2025 | 1.651 | $201.439 | Tidak lagi dilacak |
| HMY | 30 Juni 2026 | 10.881 | $167.241 | 36,0% |
| SBSW | 30 Juni 2026 | 13.323 | $164.139 | 33,9% |
| VNET | 30 Juni 2026 | 16.762 | $140.633 | -16,3% |
| TIGR | 31 Maret 2026 | 12.659 | $121.020 | -23,4% |
| SAN | 30 Juni 2026 | 10.562 | $119.139 | 3,6% |
| VLRS | 30 Juni 2026 | 13.764 | $99.651 | -21,6% |
| AEG | 31 Maret 2026 | 11.241 | $86.668 | 28,6% |