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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $3.8B AUM 654 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 147 New 283 Added 129 Reduced 23 Exited
Page 12 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 QUAL ISHARES TR 9,517.0 $1.9M 0.05% -432.0 -4.3% $198.62 +8.7%
222 ECL ECOLAB INC Basic Materials 7,115.0 $1.9M 0.05% +1K +23.0% $263.26 +2.2%
223 WY WEYERHAEUSER CO MTN BE Real Estate 78,875.0 $1.9M 0.05% NEW $23.69 +2.7%
224 CRM SALESFORCE INC Technology 7,012.0 $1.9M 0.05% -291.0 -4.0% $265.33 -42.8%
225 LAZ LAZARD INC Financial Services 38,220.0 $1.9M 0.05% NEW $48.56 -8.8%
226 JMUB J P MORGAN EXCHANGE TRADED F 36,188.0 $1.8M 0.05% $50.66 -0.3%
227 SOXX ISHARES TR 6,078.0 $1.8M 0.05% -48.0 -0.8% $301.15 +112.3%
228 TIP ISHARES TR 16,443.0 $1.8M 0.05% NEW $109.91 -0.5%
229 MA MASTERCARD INCORPORATED Financial Services 3,150.0 $1.8M 0.05% -201.0 -6.0% $570.92 -14.2%
230 TJX TJX COS INC NEW Consumer Cyclical 11,528.0 $1.8M 0.05% +5K +89.9% $153.61 +6.6%
231 SHW SHERWIN WILLIAMS CO Basic Materials 5,455.0 $1.8M 0.05% +719.0 +15.2% $324.03 -1.0%
232 SHY ISHARES TR 21,008.0 $1.7M 0.04% -4K -17.1% $82.82 -1.0%
233 C CITIGROUP INC Financial Services 14,867.0 $1.7M 0.04% -11K -42.2% $116.69 +22.6%
234 BOXX EA SERIES TRUST 14,650.0 $1.7M 0.04% NEW $115.10 +1.7%
235 MDB MONGODB INC Technology 4,016.0 $1.7M 0.04% $419.69 -20.7%
236 IHI ISHARES TR 26,710.0 $1.7M 0.04% +2K +10.0% $62.15 -21.0%
237 IAU ISHARES GOLD TR Financial Services 20,438.0 $1.7M 0.04% +1K +5.7% $81.17 -2.3%
238 MKC MCCORMICK & CO INC Consumer Defensive 24,107.0 $1.7M 0.04% -365.0 -1.5% $68.59 -32.0%
239 DVY ISHARES TR 11,505.0 $1.6M 0.04% $141.15 +8.6%
240 DIS DISNEY WALT CO Communication Services 14,072.0 $1.6M 0.04% $114.53 -9.3%
Page 12 of 33  ·  654 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 45.6%
Financial Services 19.8%
Communication Services 8.2%
Healthcare 7.4%
Consumer Cyclical 5.7%
Industrials 4.6%
Consumer Defensive 3.4%
Energy 3.0%
Real Estate 1.0%
Basic Materials 0.8%