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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 8 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMI KINDER MORGAN INC DEL Energy 13,677.0 $437K 0.04% $31.97 -1.1%
142 IAU ISHARES GOLD TR Financial Services 5,495.0 $415K 0.04% -138.0 -2.5% $75.51 +12.7%
143 ISRG INTUITIVE SURGICAL INC Healthcare 1,024.0 $407K 0.04% -107.0 -9.5% $397.68 -5.8%
144 VIG VANGUARD SPECIALIZED FUNDS 1,719.0 $407K 0.04% -39.0 -2.2% $236.59 +2.4%
145 SCHG SCHWAB STRATEGIC TR 11,837.0 $401K 0.04% +733.0 +6.6% $33.84 +3.7%
146 JNJ JOHNSON & JOHNSON Healthcare 1,568.0 $398K 0.04% +59.0 +3.9% $253.97 +5.3%
147 AMLP ALPS ETF TR 7,669.0 $398K 0.04% -194.0 -2.5% $51.85 +5.9%
148 ENB ENBRIDGE INC Energy 6,986.0 $379K 0.03% +966.0 +16.1% $54.21 -5.9%
149 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,041.0 $374K 0.03% $183.11 -0.6%
150 LRCX LAM RESEARCH CORP Technology 855.0 $370K 0.03% -518.0 -37.7% $433.33 -28.3%
151 AMGN AMGEN INC Healthcare 1,000.0 $362K 0.03% -9K -89.8% $362.12 +19.8%
152 VTI VANGUARD INDEX FDS 979.0 $362K 0.03% -91.0 -8.5% $369.84 +1.8%
153 TSLA CALL TESLA INC Consumer Cyclical 800.0 $336K 0.03% -2K -75.8% $420.60 -17.9%
154 NET CLOUDFLARE INC Technology 1,355.0 $332K 0.03% -5K -79.9% $245.28 +13.7%
155 WWD WOODWARD INC Industrials 762.0 $324K 0.03% -50.0 -6.2% $425.44 -19.6%
156 AXON AXON ENTERPRISE INC Industrials 575.0 $322K 0.03% -269.0 -31.9% $560.61 +9.6%
157 JMUB J P MORGAN EXCHANGE TRADED F 6,294.0 $319K 0.03% $50.66 -1.8%
158 CSCO CISCO SYS INC Technology 2,683.0 $315K 0.03% NEW $117.47 -6.7%
159 ET ENERGY TRANSFER L P Energy 16,460.0 $315K 0.03% -522.0 -3.1% $19.12 +10.9%
160 BA BOEING CO Industrials 1,429.0 $309K 0.03% $216.47 -0.6%
Page 8 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%