BINGHAM PRIVATE WEALTH, LLC

CIK

2063211

Location

SAN FRANCISCO, CA

Portfolio Value

Small $109,044,701

Diversification

Diversified

Filing Date

Global Rank

#5,177 / 8,232 ▲ 335

Top Industry

Semiconductors 9.5%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed May 7, 2026 · 38d

5 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+22.7%

SPY

+23.4%

Annualised alpha

-0.5%

Max drawdown

−18.0%

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

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

Top Position

4.3%

−3.5 pts

Top 5

18.7%

−5.2 pts

Top 10

30.4%

−4.7 pts

HHI

153

Diversified−50

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$27,734,328	20
Financial Services	13.5%	$14,740,643	25
Healthcare	10.5%	$11,444,592	19
Industrials	9.4%	$10,298,677	19
Consumer Cyclical	8.4%	$9,145,139	11
Energy	7.5%	$8,171,528	9
Consumer Defensive	7.4%	$8,045,064	13
Communication Services	7.1%	$7,751,396	5
Basic Materials	4.3%	$4,665,796	13
Unclassified	3.7%	$4,026,415	2
Utilities	1.7%	$1,847,687	4
Real Estate	1.1%	$1,173,436	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
SLB	Slb Limited/Nv	+4,853	14,849	$763,090
PFE	Pfizer Inc	+4,800	18,480	$518,918
VZ	Verizon Communications Inc	+4,735	18,413	$924,332
VNET	VNET Group, Inc.	+3,243	16,762	$140,633
BAC	Bank Of America Corp /De/	+2,898	16,213	$790,383
AMZN	Amazon Com Inc	+2,880	20,487	$4,266,827
CSCO	Cisco Systems, Inc.	+2,702	26,345	$2,044,108
COP	Conocophillips	+2,526	5,588	$737,616
NEE	Nextera Energy Inc	+2,266	9,498	$882,174
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,062	4,487	$1,516,381
MUFG	Mitsubishi Ufj Financial Group Inc	+2,028	15,180	$257,604
XOM	Exxon Mobil Corp	+1,663	13,489	$2,288,543
GOOGL	Alphabet Inc.	+1,492	13,281	$3,819,084
SBSW	Sibanye Stillwater Ltd	+1,482	13,323	$164,139
CX	Cemex Sab De CV	+1,408	12,344	$141,215
WFC	Wells Fargo & Company/Mn	+1,388	8,509	$677,401
ABBV	AbbVie Inc.	+1,385	6,404	$1,392,805
BTI	British American Tobacco p.l.c.	+1,350	8,395	$490,855
SPY	Spdr S&P 500 ETF Trust	+1,310	5,171	$3,362,908
ABNB	Airbnb, Inc.	+1,293	5,307	$670,167
BN	BROOKFIELD Corp /ON/	+1,166	37,483	$1,516,937
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+1,079	11,082	$240,036
PM	Philip Morris International Inc.	+974	8,562	$1,415,641
PEP	Pepsico Inc	+951	4,908	$762,163
ORCL	Oracle Corp	+927	2,005	$294,955
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−5,498	11,514	$4,262,137
KO	Coca Cola Co	−4,823	8,946	$680,343
AAPL	Apple Inc.	−4,641	12,305	$3,122,885
JNJ	Johnson & Johnson	−4,307	4,319	$1,055,736
WMT	Walmart Inc.	−3,765	11,214	$1,393,675
ENB	Enbridge Inc	−1,532	8,996	$487,043
ISRG	Intuitive Surgical Inc	−1,220	701	$323,153
MA	Mastercard Inc	−724	1,725	$861,913
STX	Seagate Technology Holdings plc	−655	1,719	$673,435
TFC	Truist Financial Corp	−550	9,512	$437,266
INSM	INSMED Inc	−540	2,170	$354,838
BLK	BlackRock, Inc.	−436	388	$373,143
SAN	Banco Santander, S.A.	−328	10,562	$119,139
HLT	Hilton Worldwide Holdings Inc.	−264	2,022	$614,849
TSLA	Tesla, Inc.	−244	2,776	$1,031,978
NRG	Nrg Energy, Inc.	−237	2,062	$301,340
HD	Home Depot, Inc.	−123	1,228	$403,876
BBY	Best Buy Co Inc	−118	3,406	$218,665
CDNS	Cadence Design Systems Inc	−105	1,364	$379,014
JPM	Jpmorgan Chase & Co	−80	6,171	$1,815,261
COF	Capital One Financial Corp	−60	2,455	$447,865
CRH	Crh Public Ltd Co	−56	9,960	$1,046,995
ABT	Abbott Laboratories	−49	3,458	$355,032
PRU	Prudential Financial Inc	−39	3,972	$388,024
LLY	ELI LILLY & Co	−37	965	$887,578
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	3,966	$782,174
GLD	Spdr Gold Trust	1,542	$663,507
ALL	Allstate Corp	2,324	$481,858
APD	Air Products & Chemicals, Inc.	1,327	$385,480
EMN	Eastman Chemical Co	4,448	$339,471
UPS	United Parcel Service Inc	2,967	$291,893
SNY	Sanofi	5,941	$286,237
IR	Ingersoll Rand Inc.	3,496	$280,099
PAYX	Paychex Inc	3,023	$278,478
MDLZ	Mondelez International, Inc.	4,815	$277,536
GE	General Electric Co	961	$272,702
TGT	Target Corp	2,075	$251,490
EQR	Equity Residential	4,098	$242,396
TTE	TotalEnergies SE	2,662	$242,188
AEM	Agnico Eagle Mines Ltd	1,165	$236,471
BVN	Buenaventura Mining Co Inc	6,336	$228,349
BJ	BJ's Wholesale Club Holdings, Inc.	2,278	$224,200
NVO	Novo Nordisk A S	5,621	$206,571
CLX	Clorox Co /De/	1,941	$201,145
HMY	Harmony Gold Mining Co Ltd	10,881	$167,240
VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	13,764	$99,651
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
AIG	American International Group, Inc.	6,325	$541,103
CRBG	Corebridge Financial, Inc.	12,763	$385,059
TT	Trane Technologies plc	979	$381,026
XEL	Xcel Energy Inc	4,302	$317,745
ACN	Accenture plc	1,104	$296,203
STT	State Street Corp	2,077	$267,953
TROW	Price T Rowe Group Inc	2,230	$228,307
INTU	Intuit Inc.	326	$215,948
MDT	Medtronic plc	2,115	$203,166
CPRT	Copart Inc	5,171	$202,444
MNST	Monster Beverage Corp	2,638	$202,255
TIGR	UP Fintech Holding Ltd	12,659	$121,020
AEG	Aegon Ltd.	11,241	$86,668
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

143 positions · $109,044,701 total · as of Mar 31, 2026

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

Showing 1–50 of 143 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	26,658	+829	$4,649,155	−3.5%	4.26%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,487	+2,880	$4,266,827	+5.0%	3.91%
MSFT	Microsoft Corp Technology	Reduced	11,514	-5,498	$4,262,137	−48.2%	3.91%
GOOGL	Alphabet Inc. Communication Services	Added	13,281	+1,492	$3,819,084	+3.5%	3.50%
AVGO	Broadcom Inc. Technology	Added	11,068	+311	$3,425,656	−8.0%	3.14%
SPY	Spdr S&P 500 ETF Trust	Added	5,171	+1,310	$3,362,908	+27.7%	3.08%
AAPL	Apple Inc. Technology	Reduced	12,305	-4,641	$3,122,885	−32.2%	2.86%
XOM	Exxon Mobil Corp Energy	Added	13,489	+1,663	$2,288,543	+60.8%	2.10%
CSCO	Cisco Systems, Inc. Technology	Added	26,345	+2,702	$2,044,108	+12.2%	1.87%
ASML	Asml Holding NV Technology	Added	1,449	+99	$1,913,882	+32.5%	1.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,171	-80	$1,815,261	−9.9%	1.66%
GILD	Gilead Sciences, Inc. Healthcare	Added	11,925	+395	$1,661,987	+17.4%	1.52%
META	Meta Platforms, Inc. Communication Services	Added	2,710	+383	$1,550,472	+0.9%	1.42%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	37,483	+1,166	$1,516,937	−9.0%	1.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,487	+2,062	$1,516,381	+105.8%	1.39%
IBM	International Business Machines Corp Technology	Added	6,234	+152	$1,511,059	−16.1%	1.39%
CVX	Chevron Corp Energy	Added	7,268	+342	$1,503,749	+42.5%	1.38%
V	Visa Inc. Financial Services	Added	4,789	+435	$1,447,427	−5.2%	1.33%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,562	+974	$1,415,641	+16.3%	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,214	-3,765	$1,393,675	−16.5%	1.28%
ABBV	AbbVie Inc. Healthcare	Added	6,404	+1,385	$1,392,805	+21.5%	1.28%
PWR	Quanta Services, Inc. Industrials	Added	2,504	+4	$1,374,746	+30.3%	1.26%
GEV	GE Vernova Inc. Industrials	Added	1,503	+169	$1,311,968	+50.5%	1.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,235	+572	$1,230,591	+115.2%	1.13%
FDX	Fedex Corp Industrials	Added	3,213	+79	$1,144,406	+26.4%	1.05%
JNJ	Johnson & Johnson Healthcare	Reduced	4,319	-4,307	$1,055,736	−40.9%	0.97%
CRH	Crh Public Ltd Co Basic Materials	Reduced	9,960	-56	$1,046,995	−16.2%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,776	-244	$1,031,978	−24.0%	0.95%
DELL	Dell Technologies Inc. Technology	Added	5,783	+142	$949,163	+33.7%	0.87%
VZ	Verizon Communications Inc Communication Services	Added	18,413	+4,735	$924,332	+65.9%	0.85%
TMUS	T-Mobile US, Inc. Communication Services	Added	4,288	+628	$900,608	+21.2%	0.83%
LLY	ELI LILLY & Co Healthcare	Reduced	965	-37	$887,578	−17.6%	0.81%
WMB	Williams Companies, Inc. Energy	Added	12,174	+726	$886,023	+28.8%	0.81%
NEE	Nextera Energy Inc Utilities	Added	9,498	+2,266	$882,174	+51.9%	0.81%
LNG	Cheniere Energy, Inc. Energy	Added	3,057	+225	$867,454	+57.6%	0.80%
MA	Mastercard Inc Financial Services	Reduced	1,725	-724	$861,913	−38.4%	0.79%
C	Citigroup Inc Financial Services	Added	7,457	+197	$845,698	−0.2%	0.78%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,213	+2,898	$790,383	+7.9%	0.72%
RTX	RTX Corp Industrials	Reduced	4,056	-35	$782,402	+4.3%	0.72%
AZN	Astrazeneca PLC Healthcare	NEW	3,966	NEW	$782,174	NEW	0.72%
SLB	Slb Limited/Nv Energy	Added	14,849	+4,853	$763,090	+98.9%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	4,908	+951	$762,163	+34.2%	0.70%
COP	Conocophillips Energy	Added	5,588	+2,526	$737,616	+157.3%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	5,991	+675	$720,657	+28.8%	0.66%
CAT	Caterpillar Inc Industrials	Added	986	+22	$698,541	+26.5%	0.64%
PLD	Prologis, Inc. Real Estate	Added	5,186	+112	$685,485	+5.8%	0.63%
KO	Coca Cola Co Consumer Defensive	Reduced	8,946	-4,823	$680,343	−29.3%	0.62%
WFC	Wells Fargo & Company/Mn Financial Services	Added	8,509	+1,388	$677,401	+2.1%	0.62%
STX	Seagate Technology Holdings plc Technology	Reduced	1,719	-655	$673,435	+3.0%	0.62%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	5,307	+1,293	$670,167	+23.0%	0.61%