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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 UPS UNITED PARCEL SVCS INC Industrials 2,123 $209K 0.02% SOLD
22 DVN DEVON ENERGY CORP NEW Energy 4,082 $205K 0.02% SOLD
23 FDX FEDEX CORP Industrials 574 $205K 0.02% SOLD
24 RDDT CALL REDDIT INC Communication Services 1,500 $202K 0.02% SOLD
25 F FORD MTR CO Consumer Cyclical 11,456 $132K 0.01% SOLD
26 EMR CALL EMERSON ELEC CO Industrials 900 $118K 0.01% SOLD
27 GS CALL GOLDMAN SACHS GROUP INC Financial Services 100 $85K 0.01% SOLD
28 EOSE EOS ENERGY ENTERPRISES INC Industrials 15,101 $75K 0.01% SOLD
Page 2 of 2  ·  28 positions
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%