Pursuit Wealth Management LLC
CIK
2106233
Location
Palm Beach Gardens, FL
Portfolio Value
Micro
$60,963,337
Diversification
Diversified
Filing Date
Dec 31, 2025
Global Rank
#6,686
/ 8,662
· as of Dec 2025
Top Industry
Software - Infrastructure
7.5%
3Y Alpha vs SPY
-3.1%
Period ended 6 months ago
Filed Jan 26, 2026 · 5mo
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.4%
SPY
+10.0%
Annualised alpha
-4.4%
Max drawdown
−7.7%
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
80 positions · as of Dec 31, 2025Top Position
5.1%
of portfolio value
Top 5
20.6%
of portfolio value
Top 10
32.9%
of portfolio value
HHI
193
Diversified
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.3% | $14,822,998 |
| Financial Services | 14.6% | $8,890,309 |
| Healthcare | 11.3% | $6,905,987 |
| Communication Services | 9.4% | $5,718,136 |
| Consumer Cyclical | 9.1% | $5,576,782 |
| Industrials | 8.8% | $5,357,701 |
| Unclassified | 7.3% | $4,464,595 |
| Utilities | 6.8% | $4,161,608 |
| Energy | 3.0% | $1,807,760 |
| Consumer Defensive | 2.9% | $1,790,075 |
| Basic Materials | 2.0% | $1,208,947 |
| Real Estate | 0.4% | $258,439 |
80 positions ·
$60,963,337 total
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 80 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
First | 6,460 | $3,124,185 | 5.12% | |
| AAPL |
Apple Inc.
Technology
|
First | 10,711 | $2,911,892 | 4.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 9,109 | $2,851,117 | 4.68% | |
| NVDA |
Nvidia Corp
Technology
|
First | 10,341 | $1,928,596 | 3.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 2,600 | $1,772,992 | 2.91% | |
| UVE |
Universal Insurance Holdings, Inc.
Financial Services
|
First | 51,636 | $1,745,296 | 2.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 5,179 | $1,668,777 | 2.74% | |
| GLD |
Spdr Gold Trust
|
First | 3,930 | $1,557,498 | 2.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,934 | $1,369,685 | 2.25% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 22,842 | $1,134,105 | 1.86% | |
| RTX |
RTX Corp
Industrials
|
First | 6,178 | $1,133,045 | 1.86% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
First | 6,973 | $1,071,122 | 1.76% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 980 | $1,053,186 | 1.73% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 2,176 | $1,052,465 | 1.73% | |
| TLN |
Talen Energy Corp
Utilities
|
First | 2,492 | $934,101 | 1.53% | |
| CEG |
Constellation Energy Corp
Utilities
|
First | 2,525 | $892,006 | 1.46% | |
| C |
Citigroup Inc
Financial Services
|
First | 7,476 | $872,374 | 1.43% | |
| GLW |
Corning Inc /Ny
Technology
|
First | 9,962 | $872,272 | 1.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,271 | $838,974 | 1.38% | |
| GE |
General Electric Co
Industrials
|
First | 2,698 | $831,064 | 1.36% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
First | 9,006 | $821,437 | 1.35% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 3,452 | $788,747 | 1.29% | |
| LYFT |
Lyft, Inc.
Technology
|
First | 40,245 | $779,545 | 1.28% | |
| T |
At&T Inc.
Communication Services
|
First | 31,143 | $773,592 | 1.27% | |
| DELL |
Dell Technologies Inc.
Technology
|
First | 6,065 | $763,462 | 1.25% | |
| LVS |
Las Vegas Sands Corp
Consumer Cyclical
|
First | 11,522 | $749,966 | 1.23% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,805 | $743,072 | 1.22% | |
| VALE |
Vale S.A.
Basic Materials
|
First | 56,658 | $738,253 | 1.21% | |
| IIF |
Morgan Stanley India Investment Fund, Inc.
Financial Services
|
First | 28,717 | $717,350 | 1.18% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
First | 5,826 | $715,083 | 1.17% | |
| HOLX |
HOLOGIC INC
Healthcare
|
First | 9,206 | $685,754 | 1.12% | |
| VST |
Vistra Corp.
Utilities
|
First | 4,232 | $682,748 | 1.12% | |
| DINO |
HF Sinclair Corp
Energy
|
First | 14,589 | $672,261 | 1.10% | |
| LRCX |
Lam Research Corp
Technology
|
First | 3,911 | $669,484 | 1.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 9,508 | $664,704 | 1.09% | |
| AFL |
Aflac Inc
Financial Services
|
First | 5,926 | $653,460 | 1.07% | |
| DHR |
Danaher Corp /De/
Healthcare
|
First | 2,775 | $635,253 | 1.04% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 5,379 | $630,472 | 1.03% | |
| UNM |
Unum Group
Financial Services
|
First | 8,131 | $630,152 | 1.03% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 6,430 | $602,876 | 0.99% | |
| UL |
Unilever PLC
Consumer Defensive
|
First | 9,072 | $593,308 | 0.97% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 3,208 | $590,913 | 0.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 1,136 | $571,010 | 0.94% | |
| EIX |
Edison International
Utilities
|
First | 9,316 | $559,146 | 0.92% | |
| NFG |
National Fuel Gas Co
Energy
|
First | 6,947 | $556,176 | 0.91% | |
| NTRA |
Natera, Inc.
Healthcare
|
First | 2,420 | $554,397 | 0.91% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 617 | $532,063 | 0.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,736 | $530,573 | 0.87% | |
| ALL |
Allstate Corp
Financial Services
|
First | 2,530 | $526,619 | 0.86% | |
| ZS |
Zscaler, Inc.
Technology
|
First | 2,335 | $525,188 | 0.86% |