PACK Private Wealth, LLC
Net buyer this quarter
$241M
28
+$956K
11.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GGG | $11.6M | 4.81% | 0.09% | Not reported | Q4 2021 |
 UNH | $3.98M | 1.65% | 0.00% | Not reported | Q4 2021 |
 AAPL | $2.77M | 1.15% | 0.00% | -0.7% | Q4 2021 |
| GTLS | $2.34M | 0.97% | 0.02% | Not reported | Q3 2025 |
 GOOG | $1.41M | 0.58% | Not reported | Not reported | Q4 2021 |
 CHRW | $1.25M | 0.52% | 0.01% | Not reported | Q4 2021 |
 AVGO | $1.18M | 0.49% | 0.00% | +0.2% | Q3 2025 |
 AMZN | $1M | 0.41% | 0.00% | +8.6% | Q1 2022 |
 RPRX | $976K | 0.40% | 0.00% | Not reported | Q4 2021 |
 BRK.B | $613K | 0.25% | Not reported | Not reported | Q4 2021 |
 MSFT | $532K | 0.22% | 0.00% | Not reported | Q2 2024 |
 DAL | $368K | 0.15% | 0.00% | -3.1% | Q2 2025 |
 ONB | $339K | 0.14% | 0.00% | Not reported | Q1 2023 |
 META | $323K | 0.13% | Not reported | Not reported | Q1 2024 |
 DGII | $300K | 0.12% | 0.01% | New | Q2 2026 |
 CLFD | $298K | 0.12% | 0.06% | Not reported | Q4 2021 |
 CAT | $294K | 0.12% | 0.00% | New | Q2 2026 |
 TSLA | $292K | 0.12% | 0.00% | Not reported | Q4 2021 |
 LLY | $269K | 0.11% | 0.00% | Not reported | Q2 2024 |
 JPM | $263K | 0.11% | 0.00% | Not reported | Q2 2025 |
 ECL | $241K | 0.10% | 0.00% | Not reported | Q2 2024 |
 BX | $235K | 0.10% | 0.00% | Not reported | Q4 2021 |
 APG | $218K | 0.09% | 0.00% | Not reported | Q1 2026 |
 ENB | $207K | 0.09% | 0.00% | New | Q2 2026 |
 PBR | $174K | 0.07% | 0.00% | Not reported | Q1 2025 |
 UA | $63.9K | 0.03% | Not reported | Not reported | Q1 2024 |
 UWMC | $39K | 0.02% | 0.02% | Not reported | Q2 2025 |
 CBUS | $21.2K | 0.01% | 0.03% | Not reported | Q2 2023 |
| Q1 2026 | |||||
| GGG | $13M | 5.98% | 0.09% | Not reported | Q4 2021 |
| UNH | $2.59M | 1.19% | 0.00% | Not reported | Q4 2021 |
| AAPL | $2.44M | 1.12% | 0.00% | Not reported | Q4 2021 |
| GTLS | $2.32M | 1.06% | 0.02% | Not reported | Q3 2025 |
| GOOG | $1.14M | 0.52% | Not reported | -0.2% | Q4 2021 |
| CHRW | $1.1M | 0.50% | 0.01% | -81.9% | Q4 2021 |
| AVGO | $962K | 0.44% | 0.00% | Not reported | Q3 2025 |
| RPRX | $835K | 0.38% | 0.00% | Not reported | Q4 2021 |
| AMZN | $805K | 0.37% | 0.00% | +5.3% | Q1 2022 |
| BRK.B | $587K | 0.27% | Not reported | Not reported | Q4 2021 |
| MSFT | $527K | 0.24% | 0.00% | Not reported | Q2 2024 |
| META | $328K | 0.15% | Not reported | Not reported | Q1 2024 |
| ONB | $289K | 0.13% | 0.00% | Not reported | Q1 2023 |
| DAL | $270K | 0.12% | 0.00% | Not reported | Q2 2025 |
 OXY | $259K | 0.12% | 0.00% | Not reported | Q4 2023 |
| TSLA | $258K | 0.12% | 0.00% | Not reported | Q4 2021 |
| JPM | $236K | 0.11% | 0.00% | Not reported | Q2 2025 |
| ECL | $230K | 0.11% | 0.00% | Not reported | Q2 2024 |
| BX | $230K | 0.11% | 0.00% | Not reported | Q4 2021 |
| PBR | $223K | 0.10% | 0.00% | Not reported | Q1 2025 |
| APG | $208K | 0.10% | 0.00% | New | Q1 2026 |
| LLY | $206K | 0.09% | 0.00% | Not reported | Q2 2024 |
| UWMC | $61.6K | 0.03% | 0.02% | Not reported | Q2 2025 |
| UA | $59.5K | 0.03% | Not reported | Not reported | Q1 2024 |
| CBUS | $30.6K | 0.01% | 0.03% | Not reported | Q2 2023 |
| Q4 2025 | |||||
| GGG | $12.6M | 5.74% | 0.09% | Not reported | Q4 2021 |
| CHRW | $5.89M | 2.68% | 0.03% | -12.0% | Q4 2021 |
| UNH | $3.16M | 1.44% | 0.00% | 0.0% | Q4 2021 |
| AAPL | $2.62M | 1.19% | 0.00% | -2.8% | Q4 2021 |
| GTLS | $2.31M | 1.05% | 0.02% | -4.2% | Q3 2025 |
| GOOG | $1.25M | 0.57% | Not reported | -0.4% | Q4 2021 |
| AVGO | $1.08M | 0.49% | 0.00% | Not reported | Q3 2025 |
| AMZN | $847K | 0.39% | 0.00% | -2.3% | Q1 2022 |
| MSFT | $689K | 0.31% | 0.00% | Not reported | Q2 2024 |
| RPRX | $673K | 0.31% | 0.00% | Not reported | Q4 2021 |
| BRK.B | $616K | 0.28% | Not reported | Not reported | Q4 2021 |
| META | $379K | 0.17% | Not reported | Not reported | Q1 2024 |
| TSLA | $312K | 0.14% | 0.00% | -2.1% | Q4 2021 |
| BX | $308K | 0.14% | 0.00% | Not reported | Q4 2021 |
| ONB | $292K | 0.13% | 0.00% | Not reported | Q1 2023 |
| DAL | $282K | 0.13% | 0.00% | -4.0% | Q2 2025 |
| JPM | $259K | 0.12% | 0.00% | Not reported | Q2 2025 |
| LLY | $241K | 0.11% | 0.00% | Not reported | Q2 2024 |
| ECL | $227K | 0.10% | 0.00% | Not reported | Q2 2024 |
| CLFD | $219K | 0.10% | 0.05% | Not reported | Q4 2021 |
| PBR | $128K | 0.06% | 0.00% | -21.2% | Q1 2025 |
| UWMC | $74.6K | 0.03% | 0.02% | Not reported | Q2 2025 |
| UA | $49.3K | 0.02% | Not reported | Not reported | Q1 2024 |
| CBUS | $26.9K | 0.01% | 0.03% | Not reported | Q2 2023 |
| Q3 2025 | |||||
| GGG | $13.1M | 6.15% | 0.09% | Not reported | Q4 2021 |
| CHRW | $5.51M | 2.60% | 0.04% | -5.7% | Q4 2021 |
| UNH | $3.3M | 1.56% | 0.00% | Not reported | Q4 2021 |
| AAPL | $2.52M | 1.19% | 0.00% | +298.8% | Q4 2021 |
| GTLS | $2.34M | 1.10% | 0.03% | New | Q3 2025 |
| AVGO | $1.03M | 0.48% | 0.00% | New | Q3 2025 |
| GOOG | $974K | 0.46% | Not reported | +67.0% | Q4 2021 |
| AMZN | $825K | 0.39% | 0.00% | +39.7% | Q1 2022 |
| MSFT | $738K | 0.35% | 0.00% | +189.1% | Q2 2024 |
| BRK.B | $616K | 0.29% | Not reported | +9.4% | Q4 2021 |
| RPRX | $614K | 0.29% | 0.00% | Not reported | Q4 2021 |
| META | $422K | 0.20% | Not reported | Not reported | Q1 2024 |
| BX | $342K | 0.16% | 0.00% | Not reported | Q4 2021 |
| TSLA | $315K | 0.15% | 0.00% | Not reported | Q4 2021 |
| ONB | $287K | 0.14% | 0.00% | Not reported | Q1 2023 |
| CLFD | $258K | 0.12% | 0.05% | Not reported | Q4 2021 |
| JPM | $253K | 0.12% | 0.00% | Not reported | Q2 2025 |
 MOS | $246K | 0.12% | 0.00% | Not reported | Q4 2021 |
| DAL | $240K | 0.11% | 0.00% | Not reported | Q2 2025 |
| ECL | $237K | 0.11% | 0.00% | Not reported | Q2 2024 |
| PBR | $173K | 0.08% | 0.00% | Not reported | Q1 2025 |
| UWMC | $104K | 0.05% | 0.02% | Not reported | Q2 2025 |
| UA | $49.6K | 0.02% | Not reported | Not reported | Q1 2024 |