44 WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1831187
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13F Reported Value
ⓘ$302.1M
Holdings
184
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
44 WEALTH MANAGEMENT LLC disclosed 184 positions worth $302.1M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 5.7% of the equity portfolio, followed by $NKE and $AAPL. During the quarter the fund opened 23 new positions and exited 22 — including a new stake in $FTNT and a full exit from $TPR. The portfolio is most concentrated in Technology (26.7% of disclosed assets). All figures are sourced directly from 44 WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1831187.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.8#31
Quality
$17.1M45,814 sh - 49.3#1,665
Quality
$13.7M334,367 sh - 76.4#84
Quality
$11.3M39,217 sh - 68.7
Quality
$7.2M30,041 sh - 69.0
Quality
$6.0M23,812 sh - 70.3
Quality
$5.3M45,536 sh - 70.7
Quality
$5.1M15,522 sh - 78.6
Quality
$4.8M15,843 sh - 45.6
Quality
$4.7M33,634 sh - 60.3
Quality
$4.6M13,072 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MICROSOFT CORP$MSFT | 79.8#31 | $17.1M | 45,814 |
 NIKE, Inc.$NKE | 49.3#1,665 | $13.7M | 334,367 |
 Apple Inc.$AAPL | 76.4#84 | $11.3M | 39,217 |
 AMAZON COM INC$AMZN | 68.7 | $7.2M | 30,041 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $6.0M | 23,812 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $5.3M | 45,536 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $5.1M | 15,522 |
 KLA CORP$KLAC | 78.6 | $4.8M | 15,843 |
 INTEL CORP$INTC | 45.6 | $4.7M | 33,634 |
 HOME DEPOT, INC.$HD | 60.3 | $4.6M | 13,072 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 44 WEALTH MANAGEMENT LLC's 184 positions.
Showing top 10 of 184 holdings.
Sector Allocation
Technology
$80.8M
Consumer Discretionary
$48.6M
Financials
$41.5M
Industrials
$33.5M
Healthcare
$32.1M
Consumer Staples
$26.0M
Energy
$11.2M
Materials
$7.3M
Full Holdings — 44 WEALTH MANAGEMENT LLC (Q2 2026)
All 184 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $17.1M | 5.7% | +13% | 79.8 |
| 2 | $NKE | NIKE, Inc. | $13.7M | 4.5% | -0% | 49.3 |
| 3 | $AAPL | Apple Inc. | $11.3M | 3.8% | +35% | 76.4 |
| 4 | $AMZN | AMAZON COM INC | $7.2M | 2.4% | +59% | 68.7 |
| 5 | $JNJ | JOHNSON & JOHNSON | $6.0M | 2.0% | +25% | 69 |
| 6 | $CSCO | CISCO SYSTEMS, INC. | $5.3M | 1.8% | -8% | 70.3 |
| 7 | $JPM | JPMORGAN CHASE & CO | $5.1M | 1.7% | -6% | 70.7 |
| 8 | $KLAC | KLA CORP | $4.8M | 1.6% | +821% | 78.6 |
| 9 | $INTC | INTEL CORP | $4.7M | 1.6% | -3% | 45.6 |
| 10 | $HD | HOME DEPOT, INC. | $4.6M | 1.5% | +0% | 60.3 |
| 11 |  $CVS | CVS HEALTH Corp | $4.3M | 1.4% | +28% | 59.4 |
| 12 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.0M | 1.3% | +5% | 70 |
| 13 |  $GLD | SPDR GOLD TRUST | $3.9M | 1.3% | +3% | — |
| 14 |  $C | CITIGROUP INC | $3.8M | 1.3% | -4% | 65 |
| 15 |  $BMY | BRISTOL MYERS SQUIBB CO | $3.7M | 1.2% | +47% | 70.4 |
| 16 |  $CVX | CHEVRON CORP | $3.7M | 1.2% | +16% | 62.8 |
| 17 |  $PM | Philip Morris International Inc. | $3.6M | 1.2% | -0% | 75.9 |
| 18 |  $UNP | UNION PACIFIC CORP | $3.6M | 1.2% | -3% | 69.7 |
| 19 |  $META | Meta Platforms, Inc. | $3.5M | 1.1% | +5% | 79.6 |
| 20 |  $KO | COCA COLA CO | $3.4M | 1.1% | -3% | 69.5 |
| 21 |  $BTI | British American Tobacco p.l.c. | $3.2M | 1.1% | +4% | — |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.2M | 1.1% | +0% | 66.2 |
| 23 |  $AVGO | Broadcom Inc. | $3.0M | 1.0% | -7% | 84.5 |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.9M | 1.0% | +2% | — |
| 25 |  $UNH | UNITEDHEALTH GROUP INC | $2.9M | 1.0% | +437% | 62.7 |
| 26 |  $WFC | WELLS FARGO & COMPANY/MN | $2.8M | 0.9% | -13% | 61.8 |
| 27 |  $MDT | Medtronic plc | $2.8M | 0.9% | -23% | 68.7 |
| 28 |  $CMI | CUMMINS INC | $2.7M | 0.9% | -5% | 58.1 |
| 29 |  $WMT | Walmart Inc. | $2.7M | 0.9% | +0% | 60.2 |
| 30 |  $PG | PROCTER & GAMBLE Co | $2.7M | 0.9% | +18% | 64.6 |
| 31 |  $GOOGL | Alphabet Inc. | $2.5M | 0.8% | -33% | 78.2 |
| 32 |  $WDC | WESTERN DIGITAL CORP | $2.4M | 0.8% | -39% | 80.7 |
| 33 |  $MU | MICRON TECHNOLOGY INC | $2.4M | 0.8% | -69% | 86.2 |
| 34 |  $MDLZ | Mondelez International, Inc. | $2.4M | 0.8% | -2% | 56.4 |
| 35 |  $FTNT | Fortinet, Inc. | $2.3M | 0.8% | NEW | 80.1 |
| 36 |  $VIRT | Virtu Financial, Inc. | $2.3M | 0.8% | -5% | 74.1 |
| 37 |  $CDW | CDW Corp | $2.2M | 0.7% | +56% | 55.5 |
| 38 |  $MCD | MCDONALDS CORP | $2.2M | 0.7% | -3% | 69 |
| 39 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $2.2M | 0.7% | +1% | — |
| 40 |  $GOOG | Alphabet Inc. | $2.2M | 0.7% | -4% | 78.2 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $2.2M | 0.7% | +3% | 57.9 |
| 42 |  $BAX | BAXTER INTERNATIONAL INC | $2.1M | 0.7% | -4% | 50.1 |
| 43 |  $BLK | BlackRock, Inc. | $2.1M | 0.7% | -2% | 70 |
| 44 |  $FDX | FEDEX CORP | $2.1M | 0.7% | +24% | 60.3 |
| 45 |  $MRK | Merck & Co., Inc. | $2.0M | 0.7% | +11% | 59.9 |
| 46 |  $WCC | WESCO INTERNATIONAL INC | $2.0M | 0.7% | -22% | 48.8 |
| 47 |  $NVDA | NVIDIA CORP | $2.0M | 0.7% | +18% | 85.9 |
| 48 |  $UL | UNILEVER PLC | $2.0M | 0.7% | -4% | — |
| 49 |  $GE | GENERAL ELECTRIC CO | $2.0M | 0.7% | -5% | 73.8 |
| 50 |  $CAT | CATERPILLAR INC | $2.0M | 0.7% | +38% | 66.5 |
| 51 |  $HSY | HERSHEY CO | $1.9M | 0.6% | -28% | 65.7 |
| 52 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $1.9M | 0.6% | +7% | — |
| 53 |  $HPE | Hewlett Packard Enterprise Co | $1.9M | 0.6% | -29% | 70.5 |
| 54 |  $KDP | Keurig Dr Pepper Inc. | $1.9M | 0.6% | +12% | 64.6 |
| 55 |  $DTB | DTE ENERGY CO | $1.9M | 0.6% | +30% | 68.9 |
| 56 |  $SNY | Sanofi | $1.8M | 0.6% | -22% | — |
| 57 |  $MA | Mastercard Inc | $1.8M | 0.6% | -1% | 85.1 |
| 58 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.6% | NEW | 72.3 |
| 59 |  $BP | BP PLC | $1.7M | 0.6% | -25% | — |
| 60 |  $EVRG | Evergy, Inc. | $1.7M | 0.6% | +49% | 53.2 |
| 61 |  $SYF | Synchrony Financial | $1.7M | 0.6% | -6% | 64 |
| 62 |  $TXN | TEXAS INSTRUMENTS INC | $1.6M | 0.5% | -27% | 73.4 |
| 63 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.5% | -3% | 65.5 |
| 64 |  $COR | Cencora, Inc. | $1.6M | 0.5% | -9% | 61.1 |
| 65 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1.6M | 0.5% | -4% | 52.9 |
| 66 |  $GEV | GE Vernova Inc. | $1.6M | 0.5% | -13% | 81.1 |
| 67 |  $ICE | Intercontinental Exchange, Inc. | $1.6M | 0.5% | -28% | 73.7 |
| 68 |  $EBAY | EBAY INC | $1.5M | 0.5% | -6% | 66.4 |
| 69 |  $DIS | Walt Disney Co | $1.5M | 0.5% | -3% | 60.1 |
| 70 |  $SCHW | SCHWAB CHARLES CORP | $1.5M | 0.5% | -1% | 79.4 |
| 71 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.5M | 0.5% | +123% | 66.8 |
| 72 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.5% | +0% | 73.8 |
| 73 |  $SFM | Sprouts Farmers Market, Inc. | $1.4M | 0.5% | NEW | 64.8 |
| 74 |  $CCK | CROWN HOLDINGS, INC. | $1.4M | 0.5% | +76% | 62.1 |
| 75 |  $HON | HONEYWELL INTERNATIONAL INC | $1.4M | 0.5% | -52% | 65 |
| 76 |  $HONA | Honeywell Aerospace Inc. | $1.4M | 0.5% | NEW | — |
| 77 |  $QSR | Restaurant Brands International Inc. | $1.4M | 0.5% | NEW | 69.7 |
| 78 |  $EAT | BRINKER INTERNATIONAL, INC | $1.4M | 0.5% | -8% | 67.9 |
| 79 |  $HAS | HASBRO, INC. | $1.3M | 0.4% | -3% | 64.1 |
| 80 |  $UPS | UNITED PARCEL SERVICE INC | $1.3M | 0.4% | NEW | 58.6 |
| 81 |  $GD | GENERAL DYNAMICS CORP | $1.3M | 0.4% | +0% | 68.7 |
| 82 |  $BYD | BOYD GAMING CORP | $1.3M | 0.4% | -6% | 61.4 |
| 83 |  $DVN | DEVON ENERGY CORP/DE | $1.3M | 0.4% | -5% | 74.8 |
| 84 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.3M | 0.4% | +20% | 64.4 |
| 85 |  $MMM | 3M CO | $1.3M | 0.4% | -6% | 64.9 |
| 86 |  $PPG | PPG INDUSTRIES INC | $1.3M | 0.4% | -4% | 59.1 |
| 87 |  $DHR | DANAHER CORP /DE/ | $1.3M | 0.4% | +484% | 64.8 |
| 88 |  $ASML | ASML HOLDING NV | $1.3M | 0.4% | -2% | — |
| 89 |  $CAH | CARDINAL HEALTH INC | $1.2M | 0.4% | -49% | 62.4 |
| 90 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $1.1M | 0.4% | -16% | — |
| 91 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.4% | -32% | 46.4 |
| 92 |  $SLM | SLM Corp | $1.1M | 0.4% | -7% | 52.4 |
| 93 |  $AMP | AMERIPRISE FINANCIAL INC | $1.1M | 0.4% | -7% | 68.7 |
| 94 |  $LLY | ELI LILLY & Co | $1.0M | 0.3% | -3% | 87.5 |
| 95 |  $MSI | Motorola Solutions, Inc. | $1.0M | 0.3% | -7% | 71.8 |
| 96 |  $ACI | Albertsons Companies, Inc. | $1.0M | 0.3% | NEW | 61.7 |
| 97 |  $AN | AUTONATION, INC. | $1.0M | 0.3% | -7% | 47.8 |
| 98 |  $RTO | RENTOKIL INITIAL PLC /FI | $1.0M | 0.3% | -2% | — |
| 99 |  $AJG | Arthur J. Gallagher & Co. | $997,941 | 0.3% | -6% | 71.2 |
| 100 |  $V | VISA INC. | $989,779 | 0.3% | +4% | 82.9 |
| 101 |  $MO | ALTRIA GROUP, INC. | $974,653 | 0.3% | +1% | 67.4 |
| 102 |  $DG | DOLLAR GENERAL CORP | $960,823 | 0.3% | -40% | 59.5 |
| 103 |  $MAT | MATTEL INC /DE/ | $959,399 | 0.3% | -7% | 61 |
| 104 |  $COF | CAPITAL ONE FINANCIAL CORP | $944,519 | 0.3% | -10% | 62.4 |
| 105 |  $CB | Chubb Ltd | $938,820 | 0.3% | +198% | — |
| 106 |  $PCAR | PACCAR INC | $935,615 | 0.3% | NEW | 56.5 |
| 107 |  $CHWY | Chewy, Inc. | $928,856 | 0.3% | NEW | 56.3 |
| 108 |  $CCZ | COMCAST CORP | $918,145 | 0.3% | -22% | 59.5 |
| 109 |  $ACN | Accenture plc | $880,040 | 0.3% | -8% | — |
| 110 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $840,207 | 0.3% | -4% | 52.8 |
| 111 |  $EQT | EQT Corp | $825,730 | 0.3% | -4% | 83.7 |
| 112 |  $BAC | BANK OF AMERICA CORP /DE/ | $824,501 | 0.3% | +27% | 67.6 |
| 113 |  $ADP | AUTOMATIC DATA PROCESSING INC | $769,998 | 0.3% | -3% | 69.8 |
| 114 |  $BRK.B | BERKSHIRE HATHAWAY INC | $757,590 | 0.3% | -3% | 73.8 |
| 115 |  $AVB | AVALONBAY COMMUNITIES INC | $716,456 | 0.2% | -4% | 65.5 |
| 116 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $684,444 | 0.2% | -32% | 62.9 |
| 117 |  $FBIN | Fortune Brands Innovations, Inc. | $677,356 | 0.2% | -4% | 49.2 |
| 118 |  $CSX | CSX CORP | $674,741 | 0.2% | -31% | 65.2 |
| 119 |  $MPC | Marathon Petroleum Corp | $668,833 | 0.2% | -3% | 61 |
| 120 |  $LMT | LOCKHEED MARTIN CORP | $646,505 | 0.2% | -27% | 65.6 |
| 121 |  $STAG | STAG Industrial, Inc. | $646,373 | 0.2% | -4% | 68.1 |
| 122 |  $PEP | PEPSICO INC | $629,632 | 0.2% | -2% | 63.4 |
| 123 |  $TECK | TECK RESOURCES LTD | $626,173 | 0.2% | -3% | — |
| 124 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $601,084 | 0.2% | -1% | — |
| 125 |  $VZ | VERIZON COMMUNICATIONS INC | $588,159 | 0.2% | -3% | 65.8 |
| 126 |  $TSLA | Tesla, Inc. | $570,754 | 0.2% | +0% | 53.9 |
| 127 | — | CAPITAL GROUP CORE BALANCED - SHS | $561,982 | 0.2% | +0% | — |
| 128 |  $REXR | Rexford Industrial Realty, Inc. | $559,149 | 0.2% | -4% | 42.3 |
| 129 |  $DE | DEERE & CO | $542,986 | 0.2% | +64% | 55.4 |
| 130 |  $WELL | WELLTOWER INC. | $540,870 | 0.2% | -5% | 59.8 |
| 131 |  $AZN | ASTRAZENECA PLC | $534,160 | 0.2% | -57% | — |
| 132 |  $HR | Healthcare Realty Trust Inc | $529,442 | 0.2% | NEW | 45.1 |
| 133 |  $RTX | RTX Corp | $512,650 | 0.2% | -51% | 73.2 |
| 134 |  $KNX | Knight-Swift Transportation Holdings Inc. | $509,348 | 0.2% | NEW | 54.4 |
| 135 |  $FNF | Fidelity National Financial, Inc. | $509,092 | 0.2% | -27% | 58.1 |
| 136 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $505,843 | 0.2% | -4% | 66.2 |
| 137 |  $SUI | SUN COMMUNITIES INC | $505,181 | 0.2% | NEW | 62.8 |
| 138 |  $HST | HOST HOTELS & RESORTS, INC. | $502,794 | 0.2% | NEW | 67.3 |
| 139 |  $CG | Carlyle Group Inc. | $498,119 | 0.2% | -4% | 59.8 |
| 140 |  $NVS | NOVARTIS AG | $495,392 | 0.2% | -7% | — |
| 141 |  $AMGN | AMGEN INC | $492,121 | 0.2% | -24% | 79.2 |
| 142 |  $USB | US BANCORP \DE\ | $466,000 | 0.1% | +0% | 65.3 |
| 143 |  $FCX | FREEPORT-MCMORAN INC | $453,248 | 0.1% | -20% | 62 |
| 144 |  $ABBV | AbbVie Inc. | $445,151 | 0.1% | +34% | 72.6 |
| 145 |  $SBUX | STARBUCKS CORP | $440,848 | 0.1% | -2% | 58.2 |
| 146 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $432,887 | 0.1% | +0% | — |
| 147 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $426,802 | 0.1% | -4% | 62.9 |
| 148 |  $CEG | Constellation Energy Corp | $399,876 | 0.1% | +42% | 59.4 |
| 149 |  $PAYX | PAYCHEX INC | $395,501 | 0.1% | +16% | 74.6 |
| 150 |  $NRG | NRG ENERGY, INC. | $382,531 | 0.1% | +0% | 51.9 |
| 151 |  $YUM | YUM BRANDS INC | $381,557 | 0.1% | -3% | 73.7 |
| 152 |  $LIN | LINDE PLC | $366,891 | 0.1% | -2% | — |
| 153 |  $ECG | Everus Construction Group, Inc. | $353,971 | 0.1% | +0% | 66.3 |
| 154 |  $DUK | Duke Energy CORP | $350,373 | 0.1% | -13% | 56.4 |
| 155 | — | ISHARES TR - RUS 1000 GRW ETF | $329,825 | 0.1% | +328% | — |
| 156 |  $LOW | LOWES COMPANIES INC | $319,530 | 0.1% | +1% | 60.8 |
| 157 |  $IAU | ISHARES GOLD TRUST | $316,553 | 0.1% | +0% | — |
| 158 |  $BA | BOEING CO | $314,747 | 0.1% | -2% | 61.6 |
| 159 |  $EOG | EOG RESOURCES INC | $307,979 | 0.1% | -79% | 71.9 |
| 160 |  $TFC | TRUIST FINANCIAL CORP | $305,148 | 0.1% | -4% | 76.4 |
| 161 |  $AXON | AXON ENTERPRISE, INC. | $297,123 | 0.1% | +0% | 56.6 |
| 162 |  $DRI | DARDEN RESTAURANTS INC | $283,470 | 0.1% | -6% | 64.1 |
| 163 |  $AIZ | ASSURANT, INC. | $282,225 | 0.1% | NEW | 67.8 |
| 164 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $281,998 | 0.1% | +0% | 63.6 |
| 165 |  $FLEX | FLEX LTD. | $269,036 | 0.1% | NEW | — |
| 166 |  $PSA | Public Storage | $266,425 | 0.1% | NEW | 69.1 |
| 167 |  $AMD | ADVANCED MICRO DEVICES INC | $262,519 | 0.1% | NEW | 79.8 |
| 168 |  $SHEL | Shell plc | $260,390 | 0.1% | +17% | — |
| 169 |  $NFLX | NETFLIX INC | $260,110 | 0.1% | +23% | 78.8 |
| 170 | — | BLACKROCK ETF TRUST - ISHA TECH OP ETF | $259,842 | 0.1% | NEW | — |
| 171 |  $SO | SOUTHERN CO | $257,747 | 0.1% | -5% | 62 |
| 172 |  $ATI | ATI INC | $253,865 | 0.1% | NEW | 63.1 |
| 173 |  $SRE | SEMPRA | $247,536 | 0.1% | -6% | 41.9 |
| 174 |  $ISRG | INTUITIVE SURGICAL INC | $241,982 | 0.1% | +1% | 79.9 |
| 175 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $236,961 | 0.1% | -14% | — |
| 176 |  $GILD | GILEAD SCIENCES, INC. | $234,992 | 0.1% | -6% | 57.4 |
| 177 |  $SPGI | S&P Global Inc. | $233,721 | 0.1% | -0% | 76.1 |
| 178 |  $NTRS | NORTHERN TRUST CORP | $232,838 | 0.1% | NEW | 65.2 |
| 179 |  $CIEN | CIENA CORP | $228,110 | 0.1% | -38% | 72.9 |
| 180 |  $APP | AppLovin Corp | $212,275 | 0.1% | NEW | 84.4 |
| 181 |  $HWM | Howmet Aerospace Inc. | $209,980 | 0.1% | -17% | 73.9 |
| 182 |  $WPM | Wheaton Precious Metals Corp. | $206,669 | 0.1% | NEW | — |
| 183 |  $CGNX | COGNEX CORP | $202,776 | 0.1% | NEW | 66.9 |
| 184 |  $F | FORD MOTOR CO | $171,213 | 0.1% | +1% | 54.9 |
New Positions (23)
$FTNT Fortinet, Inc.$2.3M$AMAT APPLIED MATERIALS INC /DE$1.7M$SFM Sprouts Farmers Market, Inc.$1.4M$HONA Honeywell Aerospace Inc.$1.4M$QSR Restaurant Brands International Inc.$1.4M$UPS UNITED PARCEL SERVICE INC$1.3M$ACI Albertsons Companies, Inc.$1.0M$PCAR PACCAR INC$935,615$CHWY Chewy, Inc.$928,856$HR Healthcare Realty Trust Inc$529,442$KNX Knight-Swift Transportation Holdings Inc.$509,348$SUI SUN COMMUNITIES INC$505,181$HST HOST HOTELS & RESORTS, INC.$502,794$AIZ ASSURANT, INC.$282,225$FLEX FLEX LTD.$269,036Exited Positions (22)
$TPR TAPESTRY, INC.
$D DOMINION ENERGY, INC
$FIS Fidelity National Information Services, Inc.
$EXPE Expedia Group, Inc.
$BDX BECTON DICKINSON & CO
$CAKE CHEESECAKE FACTORY INC
$ELV Elevance Health, Inc. SPDR SERIES TRUST
$WMG Warner Music Group Corp.
$SPY SPDR S&P 500 ETF TRUST
$GM General Motors Co
$CHTR CHARTER COMMUNICATIONS, INC. /MO/ ISHARES TR
$FTV Fortive Corp
$AIG AMERICAN INTERNATIONAL GROUP, INC.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: 44 WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For 44 WEALTH MANAGEMENT LLC (SEC CIK: 1831187), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in 44 WEALTH MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.