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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AZO AUTOZONE INC Consumer Cyclical 501.0 $1.6M 0.61% $3195.61 -6.6%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,192.0 $1.6M 0.61% $501.25 +22.4%
83 UBER UBER TECHNOLOGIES INC Technology 21,446.0 $1.5M 0.59% -136.0 -0.6% $72.18 +5.0%
84 CR CRANE COMPANY Industrials 6,891.0 $1.5M 0.59% $223.04 -8.2%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,592.0 $1.5M 0.59% +8K +2419.7% $178.19 +8.5%
86 EXEL EXELIXIS INC Healthcare 27,982.0 $1.5M 0.58% -734.0 -2.6% $54.39 +8.5%
87 BLK BLACKROCK INC Financial Services 1,577.0 $1.5M 0.58% $961.95 +16.7%
88 AXSM AXSOME THERAPEUTICS INC. Healthcare 6,164.0 $1.5M 0.58% NEW $244.81 -15.6%
89 SNPS SYNOPSYS INC Technology 3,366.0 $1.5M 0.58% +18.0 +0.5% $445.93 -11.7%
90 MRSH MARSH & MCLENNAN COS INC Financial Services 8,996.0 $1.5M 0.57% +72.0 +0.8% $166.63 +11.5%
91 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 5,545.0 $1.5M 0.56% +2K +80.8% $263.30 +37.8%
92 REGN REGENERON PHARMACEUTICALS Healthcare 2,338.0 $1.5M 0.56% $623.61 +32.7%
93 FSS FEDERAL SIGNAL CORP Industrials 11,106.0 $1.4M 0.55% $128.49 -7.2%
94 HALO HALOZYME THERAPEUTICS INC Healthcare 18,230.0 $1.4M 0.55% $78.28 +40.8%
95 TLN TALEN ENERGY CORP Utilities 3,655.0 $1.4M 0.54% NEW $384.13 -17.5%
96 OTIS OTIS WORLDWIDE CORP Industrials 19,194.0 $1.4M 0.53% $71.58 -0.5%
97 MAS MASCO CORP Industrials 16,648.0 $1.4M 0.52% $81.39 -10.7%
98 CACI CACI INTL INC Technology 2,906.0 $1.3M 0.52% $463.18 +34.6%
99 NDAQ NASDAQ INC Financial Services 17,009.0 $1.3M 0.52% $78.84 +22.9%
100 AWI ARMSTRONG WORLD INDS INC NEW Industrials 8,305.0 $1.3M 0.51% $160.39 +8.1%
Page 5 of 7  ·  121 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%