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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $526M AUM 273 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 273 New
Page 4 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHW SHERWIN WILLIAMS CO Basic Materials 7,240.0 $2.5M 0.48% NEW $347.06 -10.9%
62 UNM UNUM GROUP Financial Services 31,890.0 $2.5M 0.47% NEW $77.08 +5.0%
63 VOD VODAFONE GROUP PLC NEW Communication Services 170,410.0 $2.4M 0.47% NEW $14.35 +7.9%
64 NVDA NVIDIA CORPORATION Technology 12,616.0 $2.4M 0.45% NEW $189.06 +24.7%
65 SNY SANOFI SA Healthcare 49,667.0 $2.4M 0.45% NEW $47.32 -9.4%
66 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 13,678.0 $2.3M 0.44% NEW $168.60 +37.0%
67 BTT BLACKROCK MUN TARGET TERM TR Financial Services 101,274.0 $2.3M 0.44% NEW $22.64 -0.7%
68 IPGP IPG PHOTONICS CORP Technology 26,409.0 $2.3M 0.43% NEW $86.64 +21.3%
69 AMRN AMARIN CORP PLC Healthcare 142,540.0 $2.3M 0.43% NEW $15.89 -8.4%
70 BHF BRIGHTHOUSE FINL INC Financial Services 35,055.0 $2.3M 0.43% NEW $64.32 -2.8%
71 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,559.0 $2.2M 0.42% NEW $628.09 -28.6%
72 MU MICRON TECHNOLOGY INC Technology 5,684.0 $2.2M 0.42% NEW $393.03 +97.4%
73 ABBV ABBVIE INC Healthcare 10,024.0 $2.2M 0.42% NEW $220.87 -4.7%
74 NOK NOKIA CORP Technology 318,012.0 $2.2M 0.41% NEW $6.84 +111.6%
75 TSLA TESLA INC Consumer Cyclical 4,906.0 $2.2M 0.41% NEW $438.66 +1.1%
76 FV FIRST TR EXCHANGE TRADED FD 31,713.0 $2.1M 0.40% NEW $66.75 +4.5%
77 BUNGE GLOBAL SA 18,645.0 $2.1M 0.40% NEW $113.01
78 AGNC AGNC INVT CORP Real Estate 177,180.0 $2.1M 0.40% NEW $11.86 -12.8%
79 EL LAUDER ESTEE COS INC Consumer Defensive 17,902.0 $2.1M 0.40% NEW $117.27 -31.1%
80 LEA LEAR CORP Consumer Cyclical 17,315.0 $2.1M 0.39% NEW $119.28 +16.6%
Page 4 of 14  ·  273 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
Financial Services 36.5%
Technology 18.9%
Healthcare 9.0%
Consumer Cyclical 8.3%
Communication Services 7.9%
Industrials 6.6%
Consumer Defensive 4.6%
Basic Materials 3.7%
Energy 2.6%
Real Estate 1.3%