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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 31 of 33  ·  654 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CTVA CORTEVA INC Basic Materials 3,057.0 $205K 0.01% NEW $67.03 +17.2%
602 AES AES CORP Utilities 14,201.0 $204K 0.01% -2K -12.9% $14.34 +2.0%
603 EXACT SCIENCES CORP 2,000.0 $203K 0.01% NEW $101.56
604 SPYI NEOS ETF TRUST 3,831.0 $201K 0.01% $52.53 +1.0%
605 ESS ESSEX PPTY TR INC Real Estate 769.0 $201K 0.01% $261.68 +4.6%
606 TOST TOAST INC Technology 5,664.0 $201K 0.01% NEW $35.51 -30.6%
607 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,534.0 $200K 0.01% NEW $130.50 -4.2%
608 NVDA PUT NVIDIA CORPORATION Technology 1,000.0 $186K 0.01% NEW $186.50 +13.0%
609 BLUEROCK PVT REAL ESTATE FD 12,025.0 $180K 0.01% NEW $15.00
610 WEN WENDYS CO Consumer Cyclical 21,409.0 $178K 0.01% NEW $8.33 -18.4%
611 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 16,885.0 $176K 0.01% NEW $10.44 -19.0%
612 ET ENERGY TRANSFER L P Energy 10,039.0 $166K 0.00% NEW $16.49 +13.7%
613 VNDA PUT VANDA PHARMACEUTICALS INC Healthcare 18,000.0 $159K 0.00% NEW $8.82 -34.2%
614 CUE BIOPHARMA INC 478,500.0 $146K 0.00% $0.31
615 PFE CALL PFIZER INC Healthcare 5,400.0 $134K 0.00% NEW $24.90 +1.3%
616 GSBD GOLDMAN SACHS BDC INC Financial Services 13,669.0 $131K 0.00% -78.0 -0.6% $9.60 -3.0%
617 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 24,148.0 $125K 0.00% NEW $5.16 -3.5%
618 RLMD RELMADA THERAPEUTICS INC Healthcare 25,000.0 $121K 0.00% $4.83 +39.3%
619 TE T1 ENERGY INC Industrials 17,700.0 $118K 0.00% NEW $6.68 +40.0%
620 ATAI ATAI BECKLEY NV Healthcare 28,297.0 $116K 0.00% +12K +69.5% $4.09 -0.7%
Page 31 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%