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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 27 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BK BANK OF NY MELLON CORP Financial Services 2,109.0 $305K 0.01% -148.0 -6.6% $144.62 -1.9%
522 ACA ARCOSA INC Industrials 2,075.0 $301K 0.01% -579.0 -21.8% $145.29 +0.1%
523 HACK AMPLIFY ETF TR 2,851.0 $299K 0.01% -42.0 -1.4% $104.91 +8.6%
524 COLB COLUMBIA BKG SYS INC Financial Services 9,293.0 $298K 0.01% -97.0 -1.0% $32.05 +0.3%
525 BXSL BLACKSTONE SECD LENDING FD Financial Services 12,100.0 $296K 0.01% $24.48 +0.3%
526 GRAL GRAIL INC Healthcare 4,320.0 $295K 0.01% $68.27 +9.5%
527 FCX FREEPORT MCMORAN INC Basic Materials 4,686.0 $295K 0.01% NEW $62.89 +8.2%
528 BUG GLOBAL X FDS 7,618.0 $291K 0.01% -797.0 -9.5% $38.19 +8.9%
529 WBD WARNER BROS DISCOVERY INC Communication Services 10,907.0 $291K 0.01% $26.66 +7.1%
530 ISRG INTUITIVE SURGICAL INC Healthcare 730.0 $290K 0.01% +129.0 +21.5% $397.41 +0.7%
531 ET ENERGY TRANSFER L P Energy 15,171.0 $290K 0.01% +5K +51.1% $19.12 +12.5%
532 IDA IDACORP INC Utilities 1,913.0 $289K 0.01% -49.0 -2.5% $151.33 -6.0%
533 BEACON FINANCIAL CORP. 9,460.0 $288K 0.01% -1K -12.8% $30.45
534 THMZ LAZARD ACTIVE ETF TR 8,470.0 $288K 0.01% +2K +28.1% $33.97 +1.5%
535 DUK DUKE ENERGY CORP NEW Utilities 2,253.0 $285K 0.01% +125.0 +5.9% $126.58 -1.4%
536 FMAT FIDELITY COVINGTON TRUST 4,868.0 $285K 0.01% -80.0 -1.6% $58.51 +3.5%
537 UAL UNITED AIRLS HLDGS INC Industrials 2,089.0 $284K 0.01% -490.0 -19.0% $135.99 -13.1%
538 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,929.0 $284K 0.01% +101.0 +3.6% $96.88 +3.8%
539 GD GENERAL DYNAMICS CORP Industrials 801.0 $284K 0.01% -70.0 -8.0% $354.25 +11.3%
540 NRG NRG ENERGY INC Utilities 1,933.0 $282K 0.01% -118.0 -5.8% $146.03 -19.5%
Page 27 of 33  ·  645 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%