PRECEDENT WEALTH PARTNERS, LLC

CIK

2008666

Location

HOUSTON, TX

Portfolio Value

Small $177,086,812

Diversification

Diversified

Filing Date

Global Rank

#4,700 / 8,517 ▲ 6

Top Industry

Semiconductors 9.8%

3Y Alpha vs SPY

+31.0%

Period ended 46 days ago

Filed Jul 21, 2026 · 25d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+176.7%

SPY

+55.7%

Annualised alpha

+30.9%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

110 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

−10.2 pts

Top 5

23.1%

−9.6 pts

Top 10

35.3%

−7.6 pts

HHI

226

Diversified−253

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$55,533,455	23
Financial Services	11.9%	$21,133,461	17
Healthcare	11.0%	$19,487,706	13
Industrials	10.9%	$19,291,199	13
Consumer Cyclical	8.8%	$15,653,047	8
Consumer Defensive	8.4%	$14,926,009	10
Energy	5.8%	$10,209,493	9
Unclassified	4.0%	$6,996,141	4
Communication Services	3.3%	$5,919,832	5
Utilities	2.8%	$4,897,612	4
Basic Materials	1.2%	$2,068,091	1
Real Estate	0.5%	$970,766	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	+26,618	30,120	$2,733,088
KMI	Kinder Morgan, Inc.	+17,561	104,108	$3,328,332
VZ	Verizon Communications Inc	+11,233	53,896	$2,281,956
CSCO	Cisco Systems, Inc.	+7,047	14,867	$1,746,277
KO	Coca Cola Co	+6,631	30,113	$2,447,283
DUK	Duke Energy CORP	+4,405	21,328	$2,699,698
ABBV	AbbVie Inc.	+3,940	16,214	$4,080,090
ZTS	Zoetis Inc.	+3,250	15,597	$1,120,800
MO	Altria Group, Inc.	+3,090	39,421	$2,836,340
AAPL	Apple Inc.	+3,058	26,831	$7,763,818
MET	Metlife Inc	+2,945	30,907	$2,615,041
AVGO	Broadcom Inc.	+2,686	21,776	$8,225,884
MSFT	Microsoft Corp	+2,651	13,221	$4,931,697
NVDA	Nvidia Corp	+2,636	12,823	$2,565,754
TGT	Target Corp	+2,439	19,539	$2,551,988
JNJ	Johnson & Johnson	+2,419	15,259	$3,875,328
CVX	Chevron Corp	+2,391	17,878	$2,963,457
LRCX	Lam Research Corp	+2,387	34,102	$14,777,419
QCOM	Qualcomm Inc/De	+2,271	16,797	$3,103,917
AMZN	Amazon Com Inc	+2,051	8,138	$1,939,610
WSM	Williams Sonoma Inc	+2,018	20,270	$4,724,937
JPM	Jpmorgan Chase & Co	+1,988	14,921	$4,884,090
AOS	Smith A O Corp	+1,951	29,628	$1,858,268
MCD	Mcdonalds Corp	+1,773	10,221	$2,762,838
DG	Dollar General Corp	+1,675	18,132	$2,087,174
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
AMGN	Amgen Inc	−6,358	1,788	$647,470
GOOGL	Alphabet Inc.	−2,727	4,841	$1,730,028
AFL	Aflac Inc	−1,625	2,260	$264,985
STEL	Stellar Bancorp, Inc.	−1,621	13,717	$539,352
PLTR	Palantir Technologies Inc.	−1,085	2,505	$292,258
WMT	Walmart Inc.	−194	7,877	$892,149
SHOP	Shopify Inc.	−191	4,868	$555,828
META	Meta Platforms, Inc.	−92	1,164	$655,669
COP	Conocophillips	−74	8,399	$873,160
SYK	Stryker Corp	−24	769	$242,111
INTU	Intuit Inc.	−4	2,858	$745,938
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DRI	Darden Restaurants Inc	8,706	$1,793,523
DPZ	Dominos Pizza Inc	4,039	$1,195,705
TMUS	T-Mobile US, Inc.	6,099	$1,022,985
PM	Philip Morris International Inc.	4,831	$873,976
C	Citigroup Inc	5,420	$758,583
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,357	$648,062
IBM	International Business Machines Corp	2,269	$638,065
PANW	Palo Alto Networks Inc	1,729	$589,623
RTX	RTX Corp	2,876	$545,663
MU	Micron Technology Inc	469	$541,362
TJX	Tjx Companies Inc /De/	3,503	$530,704
WPC	W. P. Carey Inc.	6,307	$450,950
BX	Blackstone Inc.	3,768	$443,380
TXN	Texas Instruments Inc	1,482	$441,739
CASY	Caseys General Stores Inc	536	$426,007
ARCC	Ares Capital Corp	22,846	$423,336
PAGP	Plains Gp Holdings LP	16,837	$408,633
STX	Seagate Technology Holdings plc	396	$382,140
DGX	Quest Diagnostics Inc	1,746	$370,064
BMY	Bristol Myers Squibb Co	5,954	$343,069
BE	Bloom Energy Corp	1,093	$330,851
OKE	Oneok Inc /New/	3,790	$329,502
TT	Trane Technologies plc	596	$292,731
VRT	Vertiv Holdings Co	815	$272,878
STWD	Starwood Property Trust, Inc.	16,431	$269,139
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	506,968	$32,486,509
XOM	ExxonMobil Holdings Corp	34,927	$5,925,714
HSY	Hershey Co	9,655	$2,007,177
CMCSA	Comcast Corp	57,036	$1,637,503
NKE	NIKE, Inc.	26,446	$1,396,877
VXF	Vanguard Extended Market ETF	5,190	$1,068,102
VLO	Valero Energy Corp/Tx	2,000	$494,160
ECG	Everus Construction Group, Inc.	3,543	$418,286
T	At&T Inc.	12,575	$364,549
MDU	Mdu Resources Group Inc	14,175	$293,706
KNF	Knife River Corp	3,543	$289,285
VIG	Vanguard Dividend Appreciation ETF	1,142	$245,598
VXUS	Vanguard Total International Stock ETF	2,773	$213,826
NZF	Nuveen Municipal Credit Income Fund	10,951	$133,383
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $177,086,812 total · as of Jun 30, 2026

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

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Added	34,102	+2,387	$14,777,419	+118.1%	8.34%
AVGO	Broadcom Inc. Technology	Added	21,776	+2,686	$8,225,884	+39.2%	4.65%
AAPL	Apple Inc. Technology	Added	26,831	+3,058	$7,763,818	+28.7%	4.38%
CAT	Caterpillar Inc Industrials	Added	4,871	+420	$5,187,127	+64.5%	2.93%
MSFT	Microsoft Corp Technology	Added	13,221	+2,651	$4,931,697	+26.0%	2.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,921	+1,988	$4,884,090	+28.4%	2.76%
WSM	Williams Sonoma Inc Consumer Cyclical	Added	20,270	+2,018	$4,724,937	+42.0%	2.67%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	5,880	0	$4,135,639	+14.0%	2.34%
ABBV	AbbVie Inc. Healthcare	Added	16,214	+3,940	$4,080,090	+52.8%	2.30%
JNJ	Johnson & Johnson Healthcare	Added	15,259	+2,419	$3,875,328	+23.5%	2.19%
KMI	Kinder Morgan, Inc. Energy	Added	104,108	+17,561	$3,328,332	+14.7%	1.88%
QCOM	Qualcomm Inc/De Technology	Added	16,797	+2,271	$3,103,917	+65.9%	1.75%
MRK	Merck & Co., Inc. Healthcare	Added	23,322	+572	$2,996,877	+9.5%	1.69%
BAC	Bank Of America Corp /De/ Financial Services	Added	52,315	+1,059	$2,980,908	+19.3%	1.68%
CVX	Chevron Corp Energy	Added	17,878	+2,391	$2,963,457	−7.5%	1.67%
MO	Altria Group, Inc. Consumer Defensive	Added	39,421	+3,090	$2,836,340	+18.3%	1.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,221	+1,773	$2,762,838	+5.2%	1.56%
ABT	Abbott Laboratories Healthcare	Added	30,120	+26,618	$2,733,088	+660.1%	1.54%
DUK	Duke Energy CORP Utilities	Added	21,328	+4,405	$2,699,698	+21.8%	1.52%
MET	Metlife Inc Financial Services	Added	30,907	+2,945	$2,615,041	+32.2%	1.48%
NVDA	Nvidia Corp Technology	Added	12,823	+2,636	$2,565,754	+44.4%	1.45%
TGT	Target Corp Consumer Defensive	Added	19,539	+2,439	$2,551,988	+23.1%	1.44%
KO	Coca Cola Co Consumer Defensive	Added	30,113	+6,631	$2,447,283	+37.0%	1.38%
LMT	Lockheed Martin Corp Industrials	Added	4,754	+424	$2,421,972	−7.5%	1.37%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	9,813	+527	$2,416,156	+25.0%	1.36%
BLK	BlackRock, Inc. Financial Services	Added	2,472	+216	$2,376,976	+9.6%	1.34%
OC	Owens Corning Industrials	Added	14,829	+1,011	$2,357,217	+57.6%	1.33%
VZ	Verizon Communications Inc Communication Services	Added	53,896	+11,233	$2,281,956	+6.5%	1.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	6,464	+716	$2,279,723	+20.6%	1.29%
ITW	Illinois Tool Works Inc Industrials	Added	7,991	+923	$2,161,325	+17.5%	1.22%
UNH	Unitedhealth Group Inc Healthcare	Added	5,103	+601	$2,120,959	+74.1%	1.20%
DG	Dollar General Corp Consumer Defensive	Added	18,132	+1,675	$2,087,174	+6.8%	1.18%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	7,054	+489	$2,068,091	+8.4%	1.17%
FIS	Fidelity National Information Services, Inc. Technology	Added	52,031	+174	$2,022,965	−16.8%	1.14%
FDX	Fedex Corp Industrials	Added	6,342	+534	$1,985,870	−4.0%	1.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,138	+2,051	$1,939,610	+53.0%	1.10%
ADP	Automatic Data Processing Inc Technology	Added	8,571	+592	$1,919,475	+18.4%	1.08%
KR	Kroger Co Consumer Defensive	Added	33,935	+1,239	$1,884,410	−20.4%	1.06%
AOS	Smith A O Corp Industrials	Added	29,628	+1,951	$1,858,268	+1.8%	1.05%
DRI	Darden Restaurants Inc Consumer Cyclical	NEW	8,706	NEW	$1,793,523	NEW	1.01%
CSCO	Cisco Systems, Inc. Technology	Added	14,867	+7,047	$1,746,277	+187.8%	0.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,841	-2,727	$1,730,028	−20.4%	0.98%
SPY	Spdr S&P 500 ETF Trust	Added	2,294	+245	$1,713,090	+28.6%	0.97%
WEC	Wec Energy Group, Inc. Utilities	Added	14,337	+1,374	$1,674,131	+11.6%	0.95%
CMI	Cummins Inc Industrials	Added	2,039	+116	$1,454,235	+40.6%	0.82%
DPZ	Dominos Pizza Inc Consumer Cyclical	NEW	4,039	NEW	$1,195,705	NEW	0.68%
AMD	Advanced Micro Devices Inc Technology	Added	2,040	+192	$1,185,056	+215.2%	0.67%
EOG	Eog Resources Inc Energy	Added	9,073	+560	$1,177,040	−4.4%	0.66%
ZTS	Zoetis Inc. Healthcare	Added	15,597	+3,250	$1,120,800	−23.2%	0.63%
ACN	Accenture plc Technology	Added	8,271	+103	$1,029,243	−36.5%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.