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Portfolio (Quarterly) Guide ↗

Teamwork Financial Advisors, LLC

· CIK 0001629931
13F Portfolio $946M AUM 216 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 60 Added 93 Reduced 26 Exited
Page 4 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPI J P MORGAN EXCHANGE TRADED F 68,979.0 $3.9M 0.41% -30K -30.1% $56.68 -0.8%
62 XLI SELECT SECTOR SPDR TR 24,055.0 $3.9M 0.41% +11K +85.7% $161.73 +7.8%
63 XLF SELECT SECTOR SPDR TR 78,021.0 $3.9M 0.41% +12K +18.4% $49.37 +5.1%
64 NVO NOVO-NORDISK A S Healthcare 100,124.0 $3.7M 0.39% +1K +1.5% $36.75 +20.2%
65 EPD ENTERPRISE PRODS PARTNERS L Energy 94,760.0 $3.6M 0.38% -549.0 -0.6% $37.84 +1.3%
66 AMGN AMGEN INC Healthcare 9,835.0 $3.5M 0.37% +9K +902.5% $351.85 -4.5%
67 LITHIUM AMERS CORP NEW 859,920.0 $3.4M 0.36% +480K +126.4% $3.95
68 SOFI SOFI TECHNOLOGIES INC Financial Services 212,789.0 $3.4M 0.36% -247K -53.8% $15.88 +0.6%
69 EMR EMERSON ELEC CO Industrials 25,765.0 $3.4M 0.36% -88K -77.4% $131.02 +7.6%
70 ADBE ADOBE INC Technology 13,756.0 $3.3M 0.35% +1K +11.6% $243.08 -1.1%
71 NOW SERVICENOW INC Technology 31,614.0 $3.3M 0.35% +30K +1548.3% $104.55 -4.3%
72 MLPX GLOBAL X FDS 44,212.0 $3.3M 0.34% +3K +8.2% $73.94 +2.2%
73 COWG PACER FDS TR 82,482.0 $2.8M 0.29% -569K -87.3% $33.74 +14.7%
74 FDL FIRST TR EXCHANGE-TRADED FD 53,919.0 $2.7M 0.29% +2K +4.1% $50.80 -1.0%
75 BERKSHIRE HATHAWAY INC DEL 5,498.0 $2.6M 0.28% -952.0 -14.8% $479.20
76 FANG DIAMONDBACK ENERGY INC Energy 12,867.0 $2.5M 0.27% -1K -9.1% $197.80 -1.4%
77 ORCL ORACLE CORP Technology 16,479.0 $2.4M 0.26% -1K -7.7% $147.11 +31.1%
78 SFY TIDAL TRUST I 18,645.0 $2.3M 0.25% -1K -7.1% $124.82 +19.3%
79 PANW PALO ALTO NETWORKS INC Technology 13,574.0 $2.2M 0.23% -54K -79.8% $160.32 +60.2%
80 UBER UBER TECHNOLOGIES INC Technology 29,204.0 $2.1M 0.22% +7K +31.3% $71.93 -2.5%
Page 4 of 11  ·  216 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 32.1%
Financial Services 13.2%
Industrials 12.1%
Consumer Cyclical 11.0%
Communication Services 9.9%
Energy 8.7%
Utilities 4.1%
Consumer Defensive 3.9%
Basic Materials 3.0%
Healthcare 1.5%