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Portfolio (Quarterly) Guide ↗

WOLVERINE ASSET MANAGEMENT LLC

· CIK 0001279891
13F Portfolio $10.4B AUM 1,678 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 390 New 387 Added 569 Reduced 360 Exited
Page 1 of 20  ·  390 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PPL CAP FDG INC 65,500,000.0 $76.7M 0.74% NEW $1.17
2 STRATEGY INC 85,750,000.0 $74.8M 0.72% NEW $0.87
3 GUIDEWIRE SOFTWARE INC 71,628,000.0 $71.4M 0.69% NEW $1.00
4 JOBY AVIATION INC 75,500,000.0 $65.0M 0.63% NEW $0.86
5 ALKAMI TECHNOLOGY INC 40,091,000.0 $36.3M 0.35% NEW $0.91
6 ORACLE CORP 734,297.0 $33.7M 0.32% NEW $45.86
7 TSLA TESLA INC Consumer Cyclical 74,955.0 $27.9M 0.27% NEW $371.75 +19.2%
8 NEXTERA ENERGY INC 461,974.0 $23.2M 0.22% NEW $50.31
9 PARSONS CORP DEL 22,378,000.0 $22.1M 0.21% NEW $0.99
10 NVDA NVIDIA CORPORATION Technology 113,866.0 $19.9M 0.19% NEW $174.40 +35.2%
11 INTEGER HLDGS CORP 18,094,000.0 $17.4M 0.17% NEW $0.96
12 SUPER MICRO COMPUTER INC 17,500,000.0 $15.3M 0.15% NEW $0.87
13 DBCA D BORAL ACQUISITION I CORP Financial Services 1,231,909.0 $12.1M 0.12% NEW $9.86 +0.4%
14 AMZN AMAZON COM INC Consumer Cyclical 53,076.0 $11.1M 0.11% NEW $208.27 +26.8%
15 BRIDGEBIO PHARMA INC 5,630,000.0 $9.6M 0.09% NEW $1.70
16 WHIRLPOOL CORP 221,201.0 $9.1M 0.09% NEW $41.14
17 AKAM PUT AKAMAI TECHNOLOGIES INC Technology 75,000.0 $8.6M 0.08% NEW $114.85 +31.4%
18 SPACSPHERE ACQUISITION CORP 825,366.0 $8.3M 0.08% NEW $10.07
19 QCOM QUALCOMM INC Technology 59,837.0 $7.7M 0.07% NEW $128.78 +55.4%
20 BAC BANK AMERICA CORP Financial Services 156,271.0 $7.6M 0.07% NEW $48.75 +2.1%
Page 1 of 20  ·  390 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
Financial Services 50.7%
Technology 11.4%
Real Estate 9.1%
Industrials 6.9%
Consumer Cyclical 6.5%
Communication Services 5.1%
Basic Materials 3.2%
Healthcare 2.8%
Energy 2.4%
Utilities 1.1%