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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 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC Communication Services 15,612.0 $5.5M 0.50% -145.0 -0.9% $353.33 -4.3%
62 VLO VALERO ENERGY CORP Energy 18,445.0 $4.8M 0.44% -5K -20.3% $260.45 +31.1%
63 XLI SELECT SECTOR SPDR TR 25,782.0 $4.8M 0.43% +2K +7.2% $185.23 -2.9%
64 SOFI SOFI TECHNOLOGIES INC Financial Services 249,482.0 $4.5M 0.41% +37K +17.2% $17.93 -0.1%
65 KNG FIRST TR EXCHANGE-TRADED FD 86,505.0 $4.4M 0.40% +4K +5.5% $50.50 +3.0%
66 JEPI J P MORGAN EXCHANGE TRADED F 69,767.0 $3.9M 0.36% +788.0 +1.1% $56.48 +2.2%
67 NVDA CALL NVIDIA CORPORATION Technology 19,100.0 $3.8M 0.35% -22K -53.5% $200.09 +8.4%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 94,389.0 $3.5M 0.32% $36.76 +4.5%
69 XLF SELECT SECTOR SPDR TR 64,311.0 $3.4M 0.31% -14K -17.6% $53.61 +6.2%
70 LITHIUM AMERS CORP NEW 893,395.0 $3.4M 0.31% +33K +3.9% $3.85
71 MLPX GLOBAL X FDS 45,538.0 $3.4M 0.30% +1K +3.0% $73.66 +2.3%
72 AMAT APPLIED MATLS INC Technology 4,564.0 $3.3M 0.30% +2K +71.3% $723.05 -31.4%
73 ADBE ADOBE INC Technology 15,998.0 $3.3M 0.30% +2K +16.3% $205.02 +32.8%
74 COWG PACER FDS TR 81,325.0 $3.3M 0.30% -1K -1.4% $40.15 -1.7%
75 NTRA NATERA INC Healthcare 10,815.0 $2.9M 0.27% NEW $271.45 +19.7%
76 FDL FIRST TR EXCHANGE-TRADED FD 56,372.0 $2.7M 0.25% +2K +4.5% $48.66 +9.1%
77 SFY TIDAL TRUST I 18,072.0 $2.7M 0.24% -573.0 -3.1% $148.87 +1.5%
78 BERKSHIRE HATHAWAY INC DEL 5,370.0 $2.7M 0.24% -128.0 -2.3% $500.39
79 CRWD CROWDSTRIKE HLDGS INC Technology 3,449.0 $2.6M 0.24% -27K -88.5% $190.79 -0.2%
80 SPYM SPDR SERIES TRUST 26,172.0 $2.3M 0.21% -138.0 -0.5% $87.88 +2.2%
Page 4 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%