Institutional Fund
Cove Private Wealth, LLC
Oyster Bay Cove, NYCIK 20151315 filings on record
Portfolio Value
$440.40M
Q1 2026
Holdings
185
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+31.1%
from $335.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- United Parcel Service Inc15.0%
- Apple Inc7.8%
- Nvidia Corporation7.1%
- Microsoft Corp4.8%
- Amazon Com Inc3.8%
- Alphabet Inc3.4%
- Other58.1%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Parcel Service Inc | 671.3K | $66.05M | 15.0% | +603.4K | Added |
| 2 | Apple Inc | 134.7K | $34.19M | 7.8% | +16.1K | Added |
| 3 | Nvidia Corporation | 179.1K | $31.23M | 7.1% | +30.1K | Added |
| 4 | Microsoft Corp | 57.4K | $21.26M | 4.8% | +8.3K | Added |
| 5 | Amazon Com Inc | 81.2K | $16.91M | 3.8% | +13.6K | Added |
| 6 | Alphabet Inc | 51.5K | $14.80M | 3.4% | +3.9K | Added |
| 7 | Alphabet Inc | 51.5K | $14.77M | 3.4% | +12.6K | Added |
| 8 | Jpmorgan Chase & Co. | 31.3K | $9.19M | 2.1% | +1.2K | Added |
| 9 | Broadcom Inc | 27.8K | $8.62M | 2.0% | +1.1K | Added |
| 10 | Vanguard Index Fds | 12.7K | $7.59M | 1.7% | +4.9K | Added |
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