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Portfolio (Quarterly) Guide ↗

Worth Venture Partners, LLC

· CIK 0001696778
13F Portfolio $32M AUM 55 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 21 Added 10 Reduced 19 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BILL HOLDINGS INC 7,500,000.0 $6.7M 21.20% NEW $0.89
2 GOSSAMER BIO INC 15,752,000.0 $6.5M 20.52% NEW $0.41
3 FIVE9 INC 5,000,000.0 $4.4M 13.82% NEW $0.87
4 VXX BARCLAYS BANK PLC Financial Services 17,174.0 $613K 1.94% NEW $35.70 -30.4%
5 CECO CECO ENVIRONMENTAL CORP Industrials 7,515.0 $448K 1.42% NEW $59.58 +33.4%
6 ENPH ENPHASE ENERGY INC Energy 8,580.0 $324K 1.03% NEW $37.81 +84.1%
7 INN SUMMIT HOTEL PPTYS Real Estate 65,000.0 $287K 0.91% NEW $4.42 +30.2%
8 VPG VISHAY PRECISION GROUP INC Technology 5,925.0 $257K 0.81% NEW $43.42 +189.2%
9 LGIH LGI HOMES INC Consumer Cyclical 6,300.0 $249K 0.79% NEW $39.53 +23.7%
10 WULF TERAWULF INC Financial Services 15,730.0 $227K 0.72% NEW $14.43 +86.6%
11 SM SM ENERGY COMPANY Energy 7,150.0 $223K 0.71% NEW $31.18 +0.0%
12 SMRT SMARTRENT INC Technology 115,000.0 $172K 0.55% NEW $1.50 -10.7%
13 SVCO SILVACO GROUP INC Technology 24,310.0 $172K 0.55% NEW $7.08 +37.0%
14 FOSL FOSSIL GROUP INC Consumer Cyclical 30,745.0 $133K 0.42% NEW $4.31 +3.0%
15 QUIK QUICKLOGIC CORP Technology 12,870.0 $121K 0.38% NEW $9.38 +138.2%
16 CREATIVE REALITIES INC 28,620.0 $98K 0.31% NEW $3.44
17 TII TITAN MNG CORP Basic Materials 32,175.0 $96K 0.30% NEW $2.97 -21.5%
18 KOPN KOPIN CORP Technology 39,325.0 $88K 0.28% NEW $2.25 +168.7%
19 UROY URANIUM RTY CORP Energy 17,875.0 $65K 0.21% NEW $3.65 -4.2%
20 AMERICAS GOLD AND SILVER COR 10,010.0 $52K 0.17% NEW $5.22
Page 1 of 2  ·  22 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
Real Estate 32.1%
Technology 18.8%
Financial Services 12.9%
Basic Materials 11.8%
Energy 8.5%
Industrials 6.3%
Communication Services 3.9%
Consumer Cyclical 3.3%
Consumer Defensive 2.3%