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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
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE ADOBE INC Technology 2,276.0 $467K 0.18% -3K -57.0% $205.18 +29.9%
Page 3 of 3  ·  41 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 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%