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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 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRVL MARVELL TECHNOLOGY INC Technology 772.0 $230K 0.02% NEW $297.89 -18.9%
182 PEP PEPSICO INC Consumer Defensive 1,678.0 $227K 0.02% -389.0 -18.8% $135.38 +5.7%
183 MGK VANGUARD WORLD FD 2,562.0 $225K 0.02% +2K +353.4% $87.91 +1.1%
184 XLC SELECT SECTOR SPDR TR 2,056.0 $220K 0.02% -249.0 -10.8% $107.13 +3.1%
185 MPLX MPLX LP Energy 3,910.0 $220K 0.02% $56.33 +4.3%
186 IWM ISHARES TR 730.0 $219K 0.02% NEW $300.45 -0.9%
187 KO COCA COLA CO Consumer Defensive 2,627.0 $214K 0.02% -593.0 -18.4% $81.29 +12.8%
188 PFE PFIZER INC Healthcare 8,809.0 $212K 0.02% NEW $24.08 +16.2%
189 QQQM INVESCO EXCH TRADED FD TR II 700.0 $212K 0.02% NEW $302.97 -3.3%
190 RTX RTX CORPORATION Industrials 1,116.0 $212K 0.02% -110.0 -9.0% $189.73 +13.8%
191 IUSV ISHARES TR 1,913.0 $211K 0.02% NEW $110.15 +4.5%
192 MS MORGAN STANLEY Financial Services 992.0 $207K 0.02% NEW $209.04 +0.8%
193 SCHW SCHWAB CHARLES CORP Financial Services 2,223.0 $205K 0.02% $92.27 +20.2%
194 MA MASTERCARD INCORPORATED Financial Services 398.0 $204K 0.02% NEW $513.27 +12.7%
195 AXP CALL AMERICAN EXPRESS CO Financial Services 600.0 $203K 0.02% -800.0 -57.1% $338.25 -1.2%
196 PAAA PGIM ETF TR 3,902.0 $200K 0.02% NEW $51.27 +0.3%
197 BK CALL BANK OF NY MELLON CORP Financial Services 1,300.0 $188K 0.02% -2K -58.1% $144.61 -1.9%
198 GE CALL GE AEROSPACE Industrials 500.0 $187K 0.02% -900.0 -64.3% $373.73 -7.2%
199 GOOG CALL ALPHABET INC Communication Services 500.0 $177K 0.02% -2K -83.3% $353.33 -4.3%
200 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 1,500.0 $175K 0.02% -4K -71.7% $116.67 +50.3%
Page 10 of 11  ·  215 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 33.5%
Financial Services 13.6%
Industrials 11.0%
Consumer Cyclical 10.7%
Communication Services 8.0%
Energy 5.9%
Consumer Defensive 5.1%
Basic Materials 4.1%
Healthcare 3.8%
Utilities 3.8%