BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

TEALWOOD ASSET MANAGEMENT INC

· CIK 0001164062
13F Portfolio $220M AUM 118 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 34 Added 41 Reduced 11 Exited
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UBER UBER TECHNOLOGIES INC Technology 21,582.0 $1.6M 0.71% +7K +49.7% $71.91 -2.5%
22 MRSH MARSH & MCLENNAN COS INC Financial Services 8,924.0 $1.5M 0.70% +69.0 +0.8% $173.46 -6.6%
23 SHW SHERWIN WILLIAMS CO Basic Materials 4,719.0 $1.5M 0.69% +50.0 +1.1% $320.62 -2.9%
24 BLK BLACKROCK INC Financial Services 1,570.0 $1.5M 0.69% +10.0 +0.6% $961.78 +12.0%
25 OTIS OTIS WORLDWIDE CORP Industrials 19,113.0 $1.5M 0.67% +7K +54.5% $77.07 -5.6%
26 ABT ABBOTT LABORATORIES Healthcare 14,152.0 $1.5M 0.66% +4K +32.9% $102.67 -15.6%
27 BKNG BOOKING HOLDINGS INC Consumer Cyclical 341.0 $1.4M 0.65% +5.0 +1.5% $4211.14 -96.1%
28 SNPS SYNOPSYS INC Technology 3,348.0 $1.3M 0.60% +60.0 +1.8% $396.36 +34.9%
29 ADBE ADOBE INC Technology 5,292.0 $1.3M 0.58% +2K +46.6% $243.01 -1.0%
30 CVLT COMMVAULT SYS INC Technology 15,234.0 $1.2M 0.54% +8K +108.4% $77.92 +38.7%
31 BOX BOX INC Technology 43,957.0 $1.0M 0.47% +314.0 +0.7% $23.64 +8.5%
32 PTC PTC INC Technology 6,451.0 $919K 0.42% +49.0 +0.8% $142.46 +1.7%
33 WMT WALMART INC Consumer Defensive 5,475.0 $680K 0.31% +675.0 +14.1% $124.20 -3.2%
34 MOH MOLINA HEALTHCARE INC Healthcare 4,852.0 $647K 0.29% +139.0 +3.0% $133.35 +32.1%
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Healthcare 19.2%
Industrials 15.0%
Financial Services 13.8%
Consumer Cyclical 8.9%
Communication Services 6.7%
Consumer Defensive 2.6%
Real Estate 1.4%
Energy 1.3%
Basic Materials 0.7%