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Portfolio (Quarterly) Guide ↗

Teamwork Financial Advisors, LLC

· CIK 0001629931
13F Portfolio $1.1B AUM 215 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 72 Added 90 Reduced 28 Exited
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 156,029.0 $45.1M 4.10% +3K +1.9% $289.36 +7.6%
2 BIL SPDR SERIES TRUST 405,781.0 $37.2M 3.37% +160K +64.9% $91.64 -0.1%
3 CGDV CAPITAL GROUP DIVIDEND VALUE 569,657.0 $28.1M 2.55% +25K +4.6% $49.28 +1.8%
4 GRNJ TIDAL TRUST III 825,676.0 $26.0M 2.36% +25K +3.1% $31.44 -3.7%
5 XAR SPDR SERIES TRUST 84,616.0 $24.0M 2.18% +10K +13.0% $283.79 -3.3%
6 PAVE GLOBAL X FDS 403,005.0 $23.7M 2.15% +44K +12.2% $58.92 -3.9%
7 HOOD ROBINHOOD MKTS INC Financial Services 218,819.0 $21.9M 1.99% +6K +3.0% $100.28 +0.8%
8 ICOW PACER FDS TR 498,555.0 $20.8M 1.88% +41K +9.1% $41.63 +10.3%
9 KLAC KLA CORP Technology 68,668.0 $20.7M 1.88% +60K +698.0% $301.71 -37.4%
10 TSLA TESLA INC Consumer Cyclical 46,810.0 $19.7M 1.79% +5K +13.2% $420.60 -16.8%
11 META META PLATFORMS INC Communication Services 34,451.0 $19.4M 1.76% +2K +6.7% $563.33 -3.0%
12 NOW SERVICENOW INC Technology 154,649.0 $15.4M 1.39% +123K +389.2% $99.28 +31.2%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 15,162.0 $14.2M 1.29% +181.0 +1.2% $935.42 +0.5%
14 GE GE AEROSPACE Industrials 37,515.0 $14.0M 1.27% +2K +7.1% $373.73 -7.0%
15 DE DEERE & CO Industrials 21,459.0 $13.6M 1.24% +3K +16.4% $634.34 -2.1%
16 NFLX NETFLIX INC. Communication Services 187,000.0 $13.4M 1.21% +7K +4.2% $71.40 +12.4%
17 PNC PNC FINL SVCS GROUP INC Financial Services 53,860.0 $13.3M 1.20% +5K +10.6% $246.22 -1.9%
18 AXP AMERICAN EXPRESS CO Financial Services 38,660.0 $13.1M 1.19% +2K +5.0% $338.25 -2.1%
19 UNH UNITEDHEALTH GROUP INC Healthcare 31,314.0 $13.0M 1.18% +30K +1854.7% $415.64 -7.4%
20 TPL TEXAS PACIFIC LAND CORPORATI Energy 28,709.0 $12.6M 1.14% +14K +94.0% $437.64 -15.6%
Page 1 of 4  ·  72 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 33.5%
Financial Services 13.6%
Industrials 11.0%
Consumer Cyclical 10.7%
Communication Services 8.0%
Energy 5.9%
Consumer Defensive 5.1%
Basic Materials 4.1%
Healthcare 3.8%
Utilities 3.8%