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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FDL FIRST TR EXCHANGE-TRADED FD 56,372.0 $2.7M 0.25% +2K +4.5% $48.66 +9.1%
42 UBER UBER TECHNOLOGIES INC Technology 30,658.0 $2.2M 0.20% +1K +5.0% $72.16 +9.2%
43 CRM SALESFORCE INC Technology 12,912.0 $2.0M 0.18% +2K +17.2% $156.66 +33.5%
44 SCHD SCHWAB STRATEGIC TR 63,486.0 $2.0M 0.18% +1K +1.6% $31.71 +10.7%
45 QDPL PACER FDS TR 42,801.0 $1.9M 0.17% +3K +6.7% $45.07 +2.9%
46 TRFK PACER FDS TR 17,257.0 $1.8M 0.17% +646.0 +3.9% $106.70 -12.1%
47 PATH UIPATH INC Technology 165,047.0 $1.8M 0.16% +9K +6.1% $10.87 +50.8%
48 BMNR BITMINE IMMERSION TECHS INC Financial Services 134,246.0 $1.8M 0.16% +37K +38.5% $13.31 +71.5%
49 TEMA ETF TRUST 41,436.0 $1.7M 0.16% +1K +3.5% $41.89
50 MSTR STRATEGY INC Technology 19,515.0 $1.7M 0.15% +4K +25.3% $86.93 +37.2%
51 DGRO ISHARES TR 21,962.0 $1.7M 0.15% +1K +4.8% $75.79 +5.0%
52 JEPQ J P MORGAN EXCHANGE TRADED F 22,470.0 $1.4M 0.12% +511.0 +2.3% $61.46 -2.6%
53 MELI MERCADOLIBRE INC Consumer Cyclical 732.0 $1.2M 0.11% +251.0 +52.2% $1697.39 +13.3%
54 HDV ISHARES TR 39,336.0 $1.1M 0.10% +31K +392.4% $27.41 +8.8%
55 META CALL META PLATFORMS INC Communication Services 1,800.0 $1.0M 0.09% +600.0 +50.0% $563.29 -2.4%
56 IREN IREN LIMITED Financial Services 21,894.0 $1.0M 0.09% +5K +28.9% $45.73 -8.4%
57 O REALTY INCOME CORP Real Estate 15,857.0 $983K 0.09% +1K +8.7% $61.96 +1.0%
58 OHI OMEGA HEALTHCARE INVS INC Real Estate 18,012.0 $859K 0.08% +128.0 +0.7% $47.68 -2.2%
59 VICI VICI PPTYS INC Real Estate 26,765.0 $711K 0.06% +2K +8.0% $26.55 -0.1%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 2,346.0 $660K 0.06% +105.0 +4.7% $281.22 -16.2%
Page 3 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 33.8%
Financial Services 13.8%
Industrials 11.1%
Consumer Cyclical 10.8%
Communication Services 7.4%
Energy 5.5%
Consumer Defensive 5.2%
Basic Materials 4.1%
Healthcare 3.9%
Utilities 3.9%