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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $4.1B AUM 645 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 204 Added 265 Reduced 88 Exited
Page 10 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRSH MARSH & MCLENNAN COS INC Financial Services 2,178.0 $363K 0.01% +187.0 +9.4% $166.67 +12.3%
182 EWA ISHARES INC 12,163.0 $343K 0.01% +245.0 +2.1% $28.16 +5.3%
183 LUMN LUMEN TECHNOLOGIES INC Communication Services 42,157.0 $324K 0.01% +516.0 +1.2% $7.68 -20.5%
184 SHOP SHOPIFY INC Technology 2,805.0 $320K 0.01% +534.0 +23.5% $114.18 +28.7%
185 ISRG INTUITIVE SURGICAL INC Healthcare 730.0 $290K 0.01% +129.0 +21.5% $397.41 -0.1%
186 ET ENERGY TRANSFER L P Energy 15,171.0 $290K 0.01% +5K +51.1% $19.12 +11.5%
187 THMZ LAZARD ACTIVE ETF TR 8,470.0 $288K 0.01% +2K +28.1% $33.97 +1.1%
188 DUK DUKE ENERGY CORP NEW Utilities 2,253.0 $285K 0.01% +125.0 +5.9% $126.58 -1.4%
189 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,929.0 $284K 0.01% +101.0 +3.6% $96.88 +2.3%
190 IBDV ISHARES TR 12,853.0 $280K 0.01% +553.0 +4.5% $21.80 -0.8%
191 EZU ISHARES INC 3,791.0 $263K 0.01% +45.0 +1.2% $69.50 +2.4%
192 EQT EQT CORP Energy 4,908.0 $261K 0.01% +1K +27.6% $53.17 +0.1%
193 HSY HERSHEY CO Consumer Defensive 1,470.0 $258K 0.01% +35.0 +2.4% $175.45 +4.7%
194 BP BP PLC Energy 6,821.0 $252K 0.01% +399.0 +6.2% $36.95 +17.5%
195 LQD ISHARES TR 2,298.0 $251K 0.01% +18.0 +0.8% $109.07 -3.0%
196 AMT AMERICAN TOWER CORP Real Estate 1,440.0 $238K 0.01% +22.0 +1.6% $165.35 +5.6%
197 HRB BLOCK H & R INC Consumer Cyclical 5,999.0 $231K 0.01% +99.0 +1.7% $38.50 +33.3%
198 TOST TOAST INC Technology 8,055.0 $224K 0.01% +2K +42.2% $27.82 +27.0%
199 TLH ISHARES TR 2,219.0 $223K 0.01% +158.0 +7.7% $100.35 -4.0%
200 SYK STRYKER CORPORATION Healthcare 643.0 $203K 0.01% +33.0 +5.4% $315.87 +6.4%
Page 10 of 11  ·  204 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 38.3%
Financial Services 21.7%
Communication Services 9.0%
Healthcare 8.5%
Consumer Cyclical 6.5%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 2.5%
Basic Materials 2.3%
Real Estate 0.8%