Barnes Dennig Private Wealth Management Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 15, 2026, Barnes Dennig Private Wealth Management Llc disclosed 362 stock positions valued at approximately $125.03M as of quarter-end June 30, 2026. The largest holdings include APPLIED MATLS INC, MARVELL TECHNOLOGY INC, and BANK NEW YORK MELLON CORP.

Report Period
June 30, 2026
No. of Stocks
362
Portfolio Value
$125.03M
Holdings by Sector
Barnes Dennig Private Wealth Management Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLIED MATLS INCAMATTechnology10.46%18,086-544-2.92%$13,075,830
MARVELL TECHNOLOGY INCMRVLTechnology5.26%22,082-367-1.63%$6,577,922
BANK NEW YORK MELLON CORPBKFinancial Services4.84%41,825-1,260-2.92%$6,048,334
ALPHABET INCGOOGLCommunication Services4.46%15,592-390-2.44%$5,572,000
BORGWARNER INCBWAConsumer Cyclical4.40%82,872-3,152-3.66%$5,502,671
APPLE INCAAPLTechnology3.95%17,055-252-1.46%$4,935,057
AMGEN INCAMGNHealthcare3.30%11,393-313-2.67%$4,125,559
ISHARES TRIVVOther2.94%4,913+296+6.41%$3,678,952
SCHWAB CHARLES CORPSCHWFinancial Services2.82%38,245-2,064-5.12%$3,528,843
MEDTRONIC PLCMDTOther2.44%39,021+201+0.52%$3,052,613
ISHARES SILVER TRSLVOther2.43%56,796-4,526-7.38%$3,036,882
CATERPILLAR INCCATIndustrials2.40%2,814-104-3.56%$2,996,320
ON SEMICONDUCTOR CORPONTechnology2.29%30,292-61-0.20%$2,863,806
PEPSICO INCPEPConsumer Defensive1.99%18,354+8,244+81.54%$2,485,169
DEERE CODEIndustrials1.68%3,304-67-1.99%$2,095,834
GOLDMAN SACHS ETF TRGBILOther1.63%20,327+2,904+16.67%$2,035,952
CVS HEALTH CORPCVSHealthcare1.59%19,269-585-2.95%$1,993,378
ISHARES TRIUSGOther1.38%9,157+658+7.74%$1,722,331
ZIMMER BIOMET HOLDINGS INCZBHHealthcare1.27%18,392+516+2.89%$1,583,355
MICROSOFT CORPMSFTTechnology1.14%3,820-17-0.44%$1,424,936
ISHARES TRIVEOther1.11%6,126+464+8.19%$1,390,920
VISA INCVFinancial Services1.11%4,053-12-0.30%$1,390,708
WARNER BROS DISCOVERY INCWBDCommunication Services1.06%49,853-201-0.40%$1,329,081
SCHWAB STRATEGIC TRSCHOOther1.05%54,468+11,887+27.92%$1,314,858
ISHARES TRIEFAOther1.00%12,899+883+7.35%$1,245,742
ISHARES INCIEMGOther0.92%13,951+794+6.03%$1,155,731
AMAZON COM INCAMZNConsumer Cyclical0.91%4,766+48+1.02%$1,135,928
NUCOR CORPNUEBasic Materials0.89%4,975-132-2.58%$1,108,280
SPDR INDEX SHS FDSSPDWOther0.89%21,975+8,453+62.51%$1,107,320
ISHARES TRACWXOther0.86%14,158+959+7.27%$1,077,597
Showing 30 of 362 holdings in the latest reporting period.