Premier Path Wealth Partners, LLC

CIK

1999925

Location

MADISON, NJ

Portfolio Value

Micro $11,138,036

Diversification

Diversified

Filing Date

Global Rank

#2,739 / 8,586 ▲ 68

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed Apr 23, 2026 · 54d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.2%

SPY

+55.8%

Annualised alpha

-3.9%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

323 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.7 pts

Top 5

25.4%

−2.6 pts

Top 10

34.6%

−3.5 pts

HHI

192

Diversified−31

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$145,022,413	55
Financial Services	14.6%	$67,273,839	54
Industrials	10.6%	$48,799,507	48
Healthcare	10.0%	$46,238,096	41
Consumer Cyclical	9.7%	$44,750,344	29
Communication Services	8.3%	$38,276,336	12
Consumer Defensive	5.0%	$23,068,147	21
Energy	3.9%	$17,902,101	14
Basic Materials	2.4%	$11,138,036	14
Utilities	2.2%	$10,176,026	17
Real Estate	1.8%	$8,276,786	15
Unclassified	0.3%	$1,436,547	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+12,965	162,857	$28,402,260
CSCO	Cisco Systems, Inc.	+8,549	34,427	$2,671,190
CMCSA	Comcast Corp	+7,716	49,567	$1,423,068
CTVA	Corteva, Inc.	+6,482	18,487	$1,547,546
INTC	Intel Corp	+6,034	34,804	$1,535,900
WMT	Walmart Inc.	+5,746	40,367	$5,016,810
CTSH	Cognizant Technology Solutions Corp	+5,452	8,885	$545,094
MO	Altria Group, Inc.	+4,824	16,603	$1,095,631
ORCL	Oracle Corp	+4,802	12,661	$1,862,559
FAST	Fastenal Co	+4,747	16,574	$769,033
NFLX	Netflix Inc	+4,580	41,555	$3,995,513
NOW	ServiceNow, Inc.	+4,416	13,501	$1,411,529
MRK	Merck & Co., Inc.	+3,748	17,577	$2,114,337
JNJ	Johnson & Johnson	+3,745	22,394	$5,473,989
PHM	Pultegroup Inc/Mi/	+3,697	5,690	$669,200
GOOGL	Alphabet Inc.	+3,576	50,611	$14,553,699
NDAQ	Nasdaq, Inc.	+3,546	6,726	$570,970
KO	Coca Cola Co	+3,494	17,942	$1,364,489
CSX	Csx Corp	+3,307	20,968	$860,736
BAC	Bank Of America Corp /De/	+3,199	59,153	$2,883,708
SLB	Slb Limited/Nv	+3,152	12,577	$646,332
ODFL	Old Dominion Freight Line, Inc.	+2,997	4,441	$867,771
USB	US Bancorp \De\	+2,918	47,251	$2,457,524
T	At&T Inc.	+2,848	56,669	$1,642,834
PLD	Prologis, Inc.	+2,761	9,775	$1,292,059
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WBD	Warner Bros. Discovery, Inc.	−14,995	60,365	$1,657,622
MCHP	Microchip Technology Inc	−14,223	3,572	$230,786
CAG	Conagra Brands Inc.	−12,260	34,335	$539,746
BAX	Baxter International Inc	−9,249	33,132	$556,617
OBDC	Blue Owl Capital Corp	−9,242	14,000	$154,840
GSK	GSK plc	−8,293	14,783	$815,873
KHC	Kraft Heinz Co	−8,166	24,713	$555,795
DD	DuPont de Nemours, Inc.	−8,147	17,993	$824,079
KMX	Carmax Inc	−8,117	13,397	$557,047
PFE	Pfizer Inc	−6,247	62,151	$1,745,200
AKAM	Akamai Technologies Inc	−5,688	6,125	$703,456
NUE	Nucor Corp	−5,682	3,095	$523,364
IFF	International Flavors & Fragrances Inc	−5,339	8,329	$604,268
CPRT	Copart Inc	−4,740	12,179	$404,342
PKE	Park Aerospace Corp	−4,264	15,683	$429,400
VZ	Verizon Communications Inc	−3,675	37,906	$1,902,881
FISV	Fiserv Inc	−3,593	10,660	$594,828
XOM	Exxon Mobil Corp	−3,100	33,612	$5,702,611
ZBH	Zimmer Biomet Holdings, Inc.	−2,628	6,107	$552,194
BIIB	Biogen Inc.	−2,207	3,523	$645,871
TROW	Price T Rowe Group Inc	−2,189	7,181	$647,295
EL	Estee Lauder Companies Inc	−2,004	8,581	$615,858
STZ	Constellation Brands, Inc.	−1,981	4,436	$665,400
NKE	NIKE, Inc.	−1,885	19,411	$1,025,289
PEG	Public Service Enterprise Group Inc	−1,762	12,118	$980,952
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
CSGP	Costar Group, Inc.	13,628	$549,753
CLX	Clorox Co /De/	5,302	$549,446
BR	Broadridge Financial Solutions, Inc.	2,819	$458,031
WDC	Western Digital Corp	1,370	$370,571
VRSN	Verisign Inc/Ca	1,459	$362,357
KEYS	Keysight Technologies, Inc.	1,269	$358,327
SNDK	Sandisk Corp	558	$354,519
AME	Ametek Inc/	1,589	$340,618
EOG	Eog Resources Inc	2,289	$330,920
MPWR	Monolithic Power Systems Inc	274	$299,577
ED	Consolidated Edison Inc	2,503	$283,289
PTC	Ptc Inc.	1,948	$277,570
EQR	Equity Residential	4,685	$277,117
PKG	Packaging Corp Of America	1,255	$266,336
NTAP	NetApp, Inc.	2,511	$257,101
CARR	CARRIER GLOBAL Corp	4,453	$250,748
RF	Regions Financial Corp	9,271	$242,158
AON	Aon plc	745	$240,471
STE	STERIS plc	1,075	$237,714
RSG	Republic Services, Inc.	1,025	$224,495
VRT	Vertiv Holdings Co	889	$222,765
ABNB	Airbnb, Inc.	1,666	$210,382
DTE	Dte Energy Co	1,395	$203,976
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BUD	Anheuser-Busch InBev SA/NV	16,678	$1,068,059
CI	Cigna Group	1,089	$299,725
RBLX	Roblox Corp	3,588	$290,735
SOFI	SoFi Technologies, Inc.	10,464	$273,947
CVNA	Carvana Co.	625	$263,762
VICI	Vici Properties Inc.	9,371	$263,512
PAYX	Paychex Inc	2,245	$251,844
AXON	Axon Enterprise, Inc.	435	$247,049
WDAY	Workday, Inc.	1,106	$237,546
ALNY	Alnylam Pharmaceuticals, Inc.	596	$236,999
RACE	Ferrari N.V.	633	$233,931
MTD	Mettler Toledo International Inc/	165	$230,041
CMG	Chipotle Mexican Grill Inc	6,135	$226,995
OTIS	Otis Worldwide Corp	2,418	$211,212
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $11,138,036 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Added	18,487	+6,482	$1,547,546	+92.3%	13.89%
LIN	Linde PLC Basic Materials	Added	2,720	+260	$1,348,467	+28.6%	12.11%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	12,369	+2,371	$1,338,944	+34.1%	12.02%
ECL	Ecolab Inc. Basic Materials	Added	3,834	+707	$1,019,920	+24.2%	9.16%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	3,297	-891	$957,745	−7.4%	8.60%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	17,993	-8,147	$824,079	−21.6%	7.40%
SHW	Sherwin Williams Co Basic Materials	Added	2,150	+510	$689,182	+29.7%	6.19%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	8,329	-5,339	$604,268	−34.4%	5.43%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	9,766	+2,443	$574,045	+54.3%	5.15%
MLM	Martin Marietta Materials Inc Basic Materials	Added	941	+39	$553,947	−1.4%	4.97%
NUE	Nucor Corp Basic Materials	Reduced	3,095	-5,682	$523,364	−63.4%	4.70%
CLMT	Calumet, Inc. /DE Basic Materials	Reduced	12,253	-600	$439,882	+72.2%	3.95%
CRH	Crh Public Ltd Co Basic Materials	Added	3,595	+813	$377,906	+8.8%	3.39%
VMC	Vulcan Materials CO Basic Materials	Added	1,244	+14	$338,741	−3.4%	3.04%