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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 20 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IWS ISHARES TR 4,535.0 $640K 0.02% +29.0 +0.6% $141.08 +15.5%
382 HON HONEYWELL INTL INC Industrials 3,255.0 $635K 0.02% +436.0 +15.5% $195.19 +17.3%
383 VRSK VERISK ANALYTICS INC Industrials 2,828.0 $633K 0.02% +354.0 +14.3% $223.69 -22.3%
384 USB US BANCORP DEL Financial Services 11,722.0 $632K 0.02% -2K -11.5% $53.88 +7.9%
385 FIDU FIDELITY COVINGTON TRUST 7,643.0 $630K 0.02% NEW $82.49 +18.3%
386 MCK MCKESSON CORP Healthcare 747.0 $614K 0.02% +159.0 +27.0% $821.99 -8.7%
387 EPOL ISHARES TR 17,431.0 $613K 0.02% NEW $35.19 +13.0%
388 URTH ISHARES INC 3,298.0 $613K 0.02% +26.0 +0.8% $185.81 +9.1%
389 OKTA OKTA INC Technology 7,084.0 $613K 0.02% NEW $86.47 +36.2%
390 CSX CSX CORP Industrials 16,784.0 $608K 0.02% +8K +87.8% $36.25 +25.9%
391 TECK TECK RESOURCES LTD Basic Materials 12,637.0 $605K 0.02% +1K +8.6% $47.89 +34.4%
392 ITW ILLINOIS TOOL WKS INC Industrials 2,416.0 $599K 0.02% +15.0 +0.6% $247.96 +6.5%
393 APH AMPHENOL CORP NEW Technology 4,361.0 $591K 0.01% +76.0 +1.8% $135.41 +21.1%
394 USHY ISHARES TR 15,723.0 $588K 0.01% +9K +136.3% $37.40 -1.0%
395 URI UNITED RENTALS INC Industrials 725.0 $587K 0.01% NEW $809.32 +33.1%
396 SDY SPDR SERIES TRUST 4,210.0 $586K 0.01% -284.0 -6.3% $139.17 +8.1%
397 LOW LOWES COS INC Consumer Cyclical 2,426.0 $585K 0.01% -58.0 -2.3% $241.21 -7.9%
398 COPX GLOBAL X FDS 7,850.0 $577K 0.01% $73.46 +16.4%
399 OWL BLUE OWL CAPITAL INC Financial Services 37,936.0 $567K 0.01% NEW $14.94 -36.2%
400 F FORD MTR CO Consumer Cyclical 42,683.0 $560K 0.01% +761.0 +1.8% $13.12 +7.2%
Page 20 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%