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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 5 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FANG DIAMONDBACK ENERGY INC Energy 12,674.0 $2.2M 0.20% -193.0 -1.5% $175.79 +22.0%
82 UBER UBER TECHNOLOGIES INC Technology 30,658.0 $2.2M 0.20% +1K +5.0% $72.16 +9.2%
83 CRM SALESFORCE INC Technology 12,912.0 $2.0M 0.18% +2K +17.2% $156.66 +32.6%
84 SCHD SCHWAB STRATEGIC TR 63,486.0 $2.0M 0.18% +1K +1.6% $31.71 +10.7%
85 QDPL PACER FDS TR 42,801.0 $1.9M 0.17% +3K +6.7% $45.07 +2.8%
86 ALAB ASTERA LABS INC Technology 3,959.0 $1.9M 0.17% -2K -37.6% $483.02 -40.8%
87 VOO VANGUARD INDEX FDS 2,701.0 $1.9M 0.17% $686.94 +2.4%
88 TRFK PACER FDS TR 17,257.0 $1.8M 0.17% +646.0 +3.9% $106.70 -12.6%
89 PATH UIPATH INC Technology 165,047.0 $1.8M 0.16% +9K +6.1% $10.87 +45.0%
90 BMNR BITMINE IMMERSION TECHS INC Financial Services 134,246.0 $1.8M 0.16% +37K +38.5% $13.31 +61.2%
91 NEBIUS GROUP N.V. 6,310.0 $1.7M 0.16% -3K -35.4% $276.17
92 TEMA ETF TRUST 41,436.0 $1.7M 0.16% +1K +3.5% $41.89
93 MSTR STRATEGY INC Technology 19,515.0 $1.7M 0.15% +4K +25.3% $86.93 +28.2%
94 DGRO ISHARES TR 21,962.0 $1.7M 0.15% +1K +4.8% $75.79 +5.4%
95 NOC NORTHROP GRUMMAN CORP Industrials 2,960.0 $1.5M 0.14% -11K -78.8% $509.34 +13.2%
96 QQQ INVESCO QQQ TR Financial Services 2,004.0 $1.5M 0.13% $736.81 -3.5%
97 JEPQ J P MORGAN EXCHANGE TRADED F 22,470.0 $1.4M 0.12% +511.0 +2.3% $61.46 -2.9%
98 MELI MERCADOLIBRE INC Consumer Cyclical 732.0 $1.2M 0.11% +251.0 +52.2% $1697.39 +12.6%
99 VLO CALL VALERO ENERGY CORP Energy 4,700.0 $1.2M 0.11% NEW $260.44 +33.2%
100 IVV ISHARES TR 1,613.0 $1.2M 0.11% -932.0 -36.6% $748.89 +2.7%
Page 5 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%