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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INC Communication Services 12,247.0 $519K 0.05% -174.0 -1.4% $42.34 +16.8%
42 WPC WP CAREY INC Real Estate 6,931.0 $496K 0.04% -280.0 -3.9% $71.51 -0.4%
43 VYM VANGUARD WHITEHALL FDS 3,113.0 $492K 0.04% -130.0 -4.0% $158.03 +4.4%
44 IJR ISHARES TR 3,164.0 $469K 0.04% -133.0 -4.0% $148.30 -0.7%
45 T AT&T INC Communication Services 22,558.0 $467K 0.04% -592.0 -2.6% $20.70 +22.2%
46 SPYG SPDR SERIES TRUST 3,909.0 $465K 0.04% -33.0 -0.8% $118.99 +1.0%
47 CVX CALL CHEVRON CORPORATION Energy 2,800.0 $464K 0.04% -5K -63.2% $165.76 +23.8%
48 XLE SELECT SECTOR SPDR TR 8,490.0 $451K 0.04% -2K -16.3% $53.11 +19.8%
49 COWZ PACER FDS TR 7,231.0 $450K 0.04% -1K -16.9% $62.20 +15.8%
50 IAU ISHARES GOLD TR Financial Services 5,495.0 $415K 0.04% -138.0 -2.5% $75.51 +14.9%
51 ISRG INTUITIVE SURGICAL INC Healthcare 1,024.0 $407K 0.04% -107.0 -9.5% $397.68 -4.7%
52 VIG VANGUARD SPECIALIZED FUNDS 1,719.0 $407K 0.04% -39.0 -2.2% $236.59 +3.1%
53 AMLP ALPS ETF TR 7,669.0 $398K 0.04% -194.0 -2.5% $51.85 +5.6%
54 LRCX LAM RESEARCH CORP Technology 855.0 $370K 0.03% -518.0 -37.7% $433.33 -27.5%
55 AMGN AMGEN INC Healthcare 1,000.0 $362K 0.03% -9K -89.8% $362.12 +21.3%
56 VTI VANGUARD INDEX FDS 979.0 $362K 0.03% -91.0 -8.5% $369.84 +2.3%
57 TSLA CALL TESLA INC Consumer Cyclical 800.0 $336K 0.03% -2K -75.8% $420.60 -13.7%
58 NET CLOUDFLARE INC Technology 1,355.0 $332K 0.03% -5K -79.9% $245.28 +19.5%
59 WWD WOODWARD INC Industrials 762.0 $324K 0.03% -50.0 -6.2% $425.44 -19.3%
60 AXON AXON ENTERPRISE INC Industrials 575.0 $322K 0.03% -269.0 -31.9% $560.61 +12.0%
Page 3 of 5  ·  90 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%