BINGHAM PRIVATE WEALTH, LLC

The portfolio is moderately diversified, with no single position constituting more than 5.02% of the total assets. The top 10 holdings account for roughly 28% of the portfolio, indicating a "core and satellite" approach where a central block of assets is held in major liquid names and ETFs, supplemented by a long tail of smaller positions. The management appears active, with significant churn during the period: 9 new positions initiated, 9 positions sold completely, and 41 positions adjusted (either increased or reduced).

2. Key Holdings