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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ET ENERGY TRANSFER L P Energy 16,460.0 $315K 0.03% -522.0 -3.1% $19.12 +10.8%
62 LMT LOCKHEED MARTIN CORP Industrials 575.0 $293K 0.03% -28.0 -4.6% $509.42 +10.6%
63 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 2,900.0 $279K 0.03% -4K -57.4% $96.12 -50.3%
64 EMR EMERSON ELEC CO Industrials 1,874.0 $268K 0.02% -24K -92.7% $143.15 +9.8%
65 QCOM QUALCOMM INC Technology 1,436.0 $265K 0.02% -738.0 -34.0% $184.72 -13.0%
66 JPM CALL JPMORGAN CHASE & CO Financial Services 800.0 $262K 0.02% -2K -68.0% $327.33 +7.4%
67 XLK SELECT SECTOR SPDR TR 1,371.0 $261K 0.02% -904.0 -39.7% $190.50 -3.8%
68 HOOD CALL ROBINHOOD MKTS INC Financial Services 2,600.0 $261K 0.02% -6K -69.8% $100.28 +7.8%
69 XLY SELECT SECTOR SPDR TR 2,144.0 $251K 0.02% -933.0 -30.3% $117.28 +0.6%
70 NVO NOVO-NORDISK A S Healthcare 5,091.0 $244K 0.02% -95K -94.9% $47.94 -2.5%
71 SLV ISHARES SILVER TR Financial Services 4,311.0 $231K 0.02% -70.0 -1.6% $53.47 +17.3%
72 PEP PEPSICO INC Consumer Defensive 1,678.0 $227K 0.02% -389.0 -18.8% $135.38 +6.0%
73 XLC SELECT SECTOR SPDR TR 2,056.0 $220K 0.02% -249.0 -10.8% $107.13 +4.0%
74 KO COCA COLA CO Consumer Defensive 2,627.0 $214K 0.02% -593.0 -18.4% $81.29 +12.1%
75 RTX RTX CORPORATION Industrials 1,116.0 $212K 0.02% -110.0 -9.0% $189.73 +10.6%
76 AXP CALL AMERICAN EXPRESS CO Financial Services 600.0 $203K 0.02% -800.0 -57.1% $338.25 -0.7%
77 BK CALL BANK OF NY MELLON CORP Financial Services 1,300.0 $188K 0.02% -2K -58.1% $144.61 -1.9%
78 GE CALL GE AEROSPACE Industrials 500.0 $187K 0.02% -900.0 -64.3% $373.73 -6.8%
79 GOOG CALL ALPHABET INC 500.0 $177K 0.02% -2K -83.3% $353.33
80 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,500.0 $175K 0.02% -4K -71.7% $116.67 +54.2%
Page 4 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%