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Portfolio (Quarterly) Guide ↗

TEALWOOD ASSET MANAGEMENT INC

· CIK 0001164062
13F Portfolio $261M AUM 121 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 26 Added 41 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NRG NRG ENERGY INC Utilities 16,101.0 $2.4M 0.90% NEW $146.08 -18.5%
2 TGTX TG THERAPEUTICS INC Healthcare 36,233.0 $2.0M 0.76% NEW $54.95 +1.9%
3 LGND LIGAND PHARMACEUTICALS INC Healthcare 5,775.0 $1.8M 0.70% NEW $316.02 -9.6%
4 AMZN AMAZON COM INC Consumer Cyclical 7,491.0 $1.8M 0.69% NEW $238.29 +8.5%
5 VST VISTRA CORP Utilities 10,690.0 $1.7M 0.65% NEW $158.65 -5.9%
6 BMI BADGER METER INC Technology 11,091.0 $1.6M 0.63% NEW $148.41 -10.7%
7 AXSM AXSOME THERAPEUTICS INC. Healthcare 6,164.0 $1.5M 0.58% NEW $244.81 -15.6%
8 TLN TALEN ENERGY CORP Utilities 3,655.0 $1.4M 0.54% NEW $384.13 -17.5%
9 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 10,927.0 $1.2M 0.47% NEW $113.11 -11.8%
10 INOD INNODATA INC Technology 4,400.0 $333K 0.13% NEW $75.68 -26.5%

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 33.4%
Healthcare 21.1%
Industrials 13.5%
Financial Services 11.9%
Consumer Cyclical 8.4%
Communication Services 5.0%
Consumer Defensive 2.3%
Utilities 2.2%
Real Estate 1.1%
Basic Materials 0.7%