PASADENA PRIVATE WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 108K | $4.09M |
 | U | 71K | $1.57M |
 | AAPL | 70K | $17.81M |
 | VICI | 58K | $1.58M |
 | O | 54K | $3.30M |
 | BAC | 53K | $2.59M |
 | NNN | 48K | $2.03M |
 | AM | 37K | $832.88K |
 | STRK | 36K | $2.53M |
 | GBDC | 35K | $445.80K |
 | CALY | 32K | $1.63M |
 | PAA | 30K | $661.86K |
 | ARCC | 29K | $527.54K |
 | NXRT | 27K | $681.56K |
 | CTO | 24K | $448.90K |
SANGAMO THERAPEUTICS INC | SGMO | 22K | $5.46K |
 | HTGC | 22K | $322.02K |
 | IRM | 22K | $2.21M |
 | MPLX | 21K | $1.22M |
 | GOOG | 20K | $5.83M |
Enterprise Products Partners L.P.
EPD
Shares Held
108K
Value
$4.09M
Unity Software Inc.
U
Shares Held
71K
Value
$1.57M
Apple Inc.
AAPL
Shares Held
70K
Value
$17.81M
VICI Properties Inc.
VICI
Shares Held
58K
Value
$1.58M
Realty Income Corporation
O
Shares Held
54K
Value
$3.30M
Bank of America Corporation
BAC
Shares Held
53K
Value
$2.59M
NNN REIT, Inc.
NNN
Shares Held
48K
Value
$2.03M
Antero Midstream Corporation
AM
Shares Held
37K
Value
$832.88K
Strategy Inc
STRK
Shares Held
36K
Value
$2.53M
Golub Capital BDC, Inc.
GBDC
Shares Held
35K
Value
$445.80K
Callaway Golf Company
CALY
Shares Held
32K
Value
$1.63M
Plains All American Pipeline, L.P.
PAA
Shares Held
30K
Value
$661.86K
Ares Capital Corporation
ARCC
Shares Held
29K
Value
$527.54K
NexPoint Residential Trust, Inc.
NXRT
Shares Held
27K
Value
$681.56K
CTO Realty Growth, Inc.
CTO
Shares Held
24K
Value
$448.90K
SANGAMO THERAPEUTICS INC
SGMO
Shares Held
22K
Value
$5.46K
Hercules Capital, Inc.
HTGC
Shares Held
22K
Value
$322.02K
Iron Mountain Incorporated
IRM
Shares Held
22K
Value
$2.21M
MPLX Lp
MPLX
Shares Held
21K
Value
$1.22M
Alphabet Inc.
GOOG
Shares Held
20K
Value
$5.83M