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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 751.0 $561K 0.05% +85.0 +12.8% $747.20 +2.5%
62 HD HOME DEPOT INC Consumer Cyclical 1,523.0 $537K 0.05% +597.0 +64.5% $352.79 -4.9%
63 GLD SPDR GOLD TR Financial Services 1,427.0 $526K 0.05% +128.0 +9.8% $368.38 +14.9%
64 XLU SELECT SECTOR SPDR TR 11,402.0 $517K 0.05% +1K +10.4% $45.34 -5.7%
65 ABBV ABBVIE INC Healthcare 2,009.0 $505K 0.05% +37.0 +1.9% $251.51 +5.4%
66 SCHG SCHWAB STRATEGIC TR 11,837.0 $401K 0.04% +733.0 +6.6% $33.84 +4.4%
67 JNJ JOHNSON & JOHNSON Healthcare 1,568.0 $398K 0.04% +59.0 +3.9% $253.97 +6.4%
68 ENB ENBRIDGE INC Energy 6,986.0 $379K 0.03% +966.0 +16.1% $54.21 -6.9%
69 S SENTINELONE INC Technology 14,923.0 $253K 0.02% +400.0 +2.8% $16.97 +24.9%
70 MLM MARTIN MARIETTA MATLS INC Basic Materials 402.0 $232K 0.02% +2.0 +0.5% $576.70 -7.2%
71 MGK VANGUARD WORLD FD 2,562.0 $225K 0.02% +2K +353.4% $87.91 +1.2%
72 BLUE OWL CAPITAL CORPORATION 11,463.0 $125K 0.01% +604.0 +5.6% $10.87
Page 4 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%