BINGHAM PRIVATE WEALTH, LLC
Long book
$126.0M
Q1 2026
Positions
164
Top-10 weight
27%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsBINGHAM PRIVATE WEALTH, LLC is an institutional manager, running a $126.0M US long book across 164 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, AMAZON.COM INC, MICROSOFT CORP, ALPHABET INC-CL A, BROADCOM INC.
Over the last 5 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 2 of 5 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.8%
Q1 2025
+8.9%
Q2 2025
+6.1%
Q4 2025
-1.8%
Q1 2026
+10.7%
Sector allocation
Technology 29%
Industrials 14%
Financials 11%
Consumer discretionary 10%
Healthcare 9%
Energy 6%
Services media 6%
Consumer staples 4%
Long book by quarter
What does BINGHAM PRIVATE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 26.7K | $4.6M | 3.7% | +3.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 20.5K | $4.3M | 3.4% | +16.4% |
| MSFT MICROSOFT CORP | Technology | 11.5K | $4.3M | 3.4% | -32.3% |
| GOOGL ALPHABET INC-CL A | Technology | 13.3K | $3.8M | 3.0% | +12.7% |
| AVGO BROADCOM INC | Technology | 11.1K | $3.4M | 2.7% | +2.9% |
| AAPL APPLE INC | Technology | 12.3K | $3.1M | 2.5% | -27.4% |
| XOM EXXON MOBIL CORP | Energy | 13.5K | $2.3M | 1.8% | +14.1% |
| CSCO CISCO SYSTEMS INC | Technology | 26.3K | $2.0M | 1.6% | +11.4% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.4K | $1.9M | 1.5% | +7.3% |
| JPM JPMORGAN CHASE & CO | Financials | 6.2K | $1.8M | 1.4% | -1.3% |
| GILD GILEAD SCIENCES INC | Healthcare | 11.9K | $1.7M | 1.3% | +3.4% |
| META META PLATFORMS INC-CLASS A | Technology | 2.7K | $1.6M | 1.2% | +16.5% |
| BN BROOKFIELD CORP | Real estate | 37.5K | $1.5M | 1.2% | +3.2% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 6.2K | $1.5M | 1.2% | +2.5% |
| CVX CHEVRON CORP | Energy | 7.3K | $1.5M | 1.2% | +4.9% |
| V VISA INC-CLASS A SHARES | Services media | 4.8K | $1.4M | 1.1% | +10.0% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 8.6K | $1.4M | 1.1% | +12.8% |
| WMT WALMART INC | Consumer discretionary | 11.2K | $1.4M | 1.1% | -25.1% |
| ABBV ABBVIE INC | Healthcare | 6.4K | $1.4M | 1.1% | +27.6% |
| PWR QUANTA SERVICES INC | Industrials | 2.5K | $1.4M | 1.1% | +0.2% |
| GEV GE VERNOVA INC | Industrials | 1.5K | $1.3M | 1.0% | +12.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 1.0% | +86.3% |
| FDX FEDEX CORP | Industrials | 3.2K | $1.1M | 0.9% | +2.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.3K | $1.1M | 0.8% | -49.9% |
| CRH CRH PLC | Industrials | 10.0K | $1.0M | 0.8% | -0.6% |
| TSLA TESLA INC | Industrials | 2.8K | $1.0M | 0.8% | -8.1% |
| DELL DELL TECHNOLOGIES -C | Technology | 5.8K | $949K | 0.8% | +2.5% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 18.4K | $924K | 0.7% | +34.6% |
| TMUS T-MOBILE US INC | Communications | 4.3K | $901K | 0.7% | +17.2% |
| LLY ELI LILLY & CO | Healthcare | 965 | $888K | 0.7% | -3.7% |
| WMB WILLIAMS COS INC | Utilities | 12.2K | $886K | 0.7% | +6.3% |
| NEE NEXTERA ENERGY INC | Utilities | 9.5K | $882K | 0.7% | +31.3% |
| LNG CHENIERE ENERGY INC | Utilities | 3.1K | $867K | 0.7% | +7.9% |
| GOOG ALPHABET INC-CL C | Technology | 3.0K | $867K | 0.7% | +182.3% |
| MA MASTERCARD INC - A | Services media | 1.7K | $862K | 0.7% | -29.6% |
| C CITIGROUP INC | Financials | 7.5K | $846K | 0.7% | +2.7% |
| BAC BANK OF AMERICA CORP | Financials | 16.2K | $790K | 0.6% | +21.8% |
| RTX RTX CORP | Industrials | 4.1K | $782K | 0.6% | -0.9% |
| AZN ASTRAZENECA PLC | Healthcare | 4.0K | $782K | 0.6% | New |
| SLB SLB LTD | Energy | 14.8K | $763K | 0.6% | +48.5% |
| PEP PEPSICO INC | Consumer staples | 4.9K | $762K | 0.6% | +24.0% |
| COP CONOCOPHILLIPS | Energy | 5.6K | $738K | 0.6% | +82.5% |
| MRK MERCK & CO. INC. | Healthcare | 6.0K | $720K | 0.6% | +12.7% |
| CAT CATERPILLAR INC | Industrials | 986 | $699K | 0.6% | +2.3% |
| KO COCA-COLA CO/THE | Consumer staples | 8.9K | $680K | 0.5% | -35.0% |
| WFC WELLS FARGO & CO | Financials | 8.5K | $677K | 0.5% | +19.5% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 1.7K | $673K | 0.5% | -27.6% |
| ABNB AIRBNB INC-CLASS A | Services media | 5.3K | $670K | 0.5% | +32.2% |
| MCK MCKESSON CORP | Consumer discretionary | 743 | $643K | 0.5% | +5.8% |
| NOC NORTHROP GRUMMAN CORP | Technology | 919 | $627K | 0.5% | +10.1% |
13F filing history
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