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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 28 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 GM GENERAL MTRS CO Consumer Cyclical 3,254.0 $265K 0.01% NEW $81.33 -2.5%
542 FMAT FIDELITY COVINGTON TRUST 4,948.0 $263K 0.01% -326.0 -6.2% $53.11 +12.4%
543 COLB COLUMBIA BKG SYS INC Financial Services 9,390.0 $262K 0.01% $27.95 +9.3%
544 BK BANK NEW YORK MELLON CORP Financial Services 2,257.0 $262K 0.01% +152.0 +7.2% $116.14 +22.2%
545 HSY HERSHEY CO Consumer Defensive 1,435.0 $261K 0.01% -1K -44.3% $181.98 -5.1%
546 HRB BLOCK H & R INC Consumer Cyclical 5,900.0 $260K 0.01% +81.0 +1.4% $44.00 -21.9%
547 EUSA ISHARES INC 2,485.0 $257K 0.01% -4K -61.0% $103.38 +8.7%
548 BUG GLOBAL X FDS 8,415.0 $256K 0.01% $30.47 +11.2%
549 SUB ISHARES TR 2,373.0 $253K 0.01% -219.0 -8.4% $106.70 -0.1%
550 AMT AMERICAN TOWER CORP NEW Real Estate 1,418.0 $251K 0.01% +373.0 +35.7% $177.27 -0.7%
551 LQD ISHARES TR 2,280.0 $251K 0.01% $110.19 -1.0%
552 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,123.0 $249K 0.01% NEW $117.52 +4.3%
553 DUK DUKE ENERGY CORP NEW Utilities 2,128.0 $249K 0.01% +322.0 +17.8% $117.24 +5.6%
554 IDA IDACORP INC Utilities 1,962.0 $248K 0.01% NEW $126.58 +12.5%
555 OMFL INVESCO EXCH TRD SLF IDX FD 4,061.0 $248K 0.01% NEW $61.13 +12.1%
556 VLTO VERALTO CORP Industrials 2,483.0 $248K 0.01% -116.0 -4.5% $99.93 -15.9%
557 JKHY HENRY JACK & ASSOC INC Technology 1,340.0 $245K 0.01% NEW $182.60 -30.9%
558 IGV ISHARES TR 2,297.0 $243K 0.01% +118.0 +5.4% $105.69 -15.7%
559 IBDT ISHARES TR 9,514.0 $242K 0.01% -291.0 -3.0% $25.46 -1.0%
560 ILF ISHARES TR 7,900.0 $242K 0.01% $30.65 +10.6%
Page 28 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%