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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 30 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AEM AGNICO EAGLE MINES LTD Basic Materials 1,321.0 $224K 0.01% NEW $169.53 -1.7%
582 CRWV COREWEAVE INC Technology 3,125.0 $224K 0.01% NEW $71.61 +64.7%
583 BP BP PLC Energy 6,422.0 $223K 0.01% +500.0 +8.4% $34.73 +12.6%
584 FDX FEDEX CORP Industrials 759.0 $221K 0.01% NEW $290.59 +12.3%
585 SPYV SPDR SERIES TRUST 3,873.0 $220K 0.01% NEW $56.81 +7.1%
586 AEP AMERICAN ELEC PWR CO INC Utilities 1,898.0 $219K 0.01% NEW $115.35 +10.7%
587 GDEC FIRST TR EXCHNG TRADED FD VI 5,781.0 $219K 0.01% $37.82 +5.2%
588 THMZ LAZARD ACTIVE ETF TR 6,613.0 $216K 0.01% NEW $32.69 +3.4%
589 SYK STRYKER CORPORATION Healthcare 610.0 $215K 0.01% NEW $352.52 -12.7%
590 CHWY CHEWY INC Consumer Cyclical 6,496.0 $215K 0.01% NEW $33.05 -44.9%
591 SCHH SCHWAB STRATEGIC TR 10,250.0 $214K 0.01% $20.89 +11.9%
592 VXF VANGUARD INDEX FDS 1,020.0 $213K 0.01% -178.0 -14.9% $209.15 +15.3%
593 TLN TALEN ENERGY CORP Utilities 569.0 $213K 0.01% +6.0 +1.1% $374.84 +16.4%
594 SSD SIMPSON MFG INC Industrials 1,310.0 $212K 0.01% $161.49 +23.9%
595 HEDG SERIES PORTFOLIOS TR 7,205.0 $211K 0.01% NEW $29.33 +2.5%
596 ITM VANECK ETF TRUST 4,457.0 $210K 0.01% $47.16 -0.4%
597 TLH ISHARES TR 2,061.0 $210K 0.01% NEW $101.67 -1.2%
598 IMCR IMMUNOCORE HLDGS PLC Healthcare 6,030.0 $209K 0.01% $34.71 -17.6%
599 VST VISTRA CORP Utilities 1,280.0 $207K 0.01% +101.0 +8.6% $161.33 +1.5%
600 EQT EQT CORP Energy 3,845.0 $206K 0.01% +116.0 +3.1% $53.61 -5.3%
Page 30 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%