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Portfolio (Quarterly) Guide ↗

Waterfront Wealth Inc.

· CIK 0001775210
13F Portfolio $544.6B AUM 283 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 130 Added 53 Reduced 12 Exited
Page 7 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VALE VALE S A Basic Materials 86,778.0 $1.4M 0.25% +8K +9.9% $15.91 +2.6%
122 MA MASTERCARD INCORPORATED Financial Services 2,741.0 $1.4M 0.25% +275.0 +11.2% $499.66 +0.1%
123 EL LAUDER ESTEE COS INC Consumer Defensive 19,011.0 $1.4M 0.25% +1K +6.2% $71.77 +11.6%
124 ZTS ZOETIS INC Healthcare 11,395.0 $1.3M 0.25% +589.0 +5.5% $118.21 -35.3%
125 GM GENERAL MTRS CO Consumer Cyclical 17,952.0 $1.3M 0.25% $74.50 -0.4%
126 ADBE ADOBE INC Technology 5,465.0 $1.3M 0.24% +2K +41.0% $243.08 +4.0%
127 EW EDWARDS LIFESCIENCES CORP Healthcare 16,341.0 $1.3M 0.24% +887.0 +5.7% $80.08 +2.3%
128 OSK OSHKOSH CORP Industrials 8,867.0 $1.3M 0.24% $147.21 -16.8%
129 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 31,936.0 $1.3M 0.24% +909.0 +2.9% $40.26 -18.3%
130 CG CARLYLE GROUP INC Financial Services 26,063.0 $1.3M 0.23% $48.39 -3.1%
131 EMBJ EMBRAER S.A. Industrials 20,859.0 $1.2M 0.23% $59.34 -4.9%
132 FBND FIDELITY MERRIMACK STR TR 26,833.0 $1.2M 0.23% +507.0 +1.9% $45.62 -0.9%
133 LOW LOWES COS INC Consumer Cyclical 5,171.0 $1.2M 0.22% +231.0 +4.7% $236.26 -7.0%
134 NOW SERVICENOW INC Technology 11,657.0 $1.2M 0.22% NEW $104.55 -2.3%
135 DES WISDOMTREE TR 33,791.0 $1.2M 0.22% -389.0 -1.1% $35.94 +5.8%
136 HSY HERSHEY CO Consumer Defensive 5,829.0 $1.2M 0.22% +277.0 +5.0% $207.89 -8.6%
137 NOK NOKIA CORP Technology 149,965.0 $1.2M 0.22% -168K -52.8% $8.04 +70.6%
138 BTZ BLACKROCK CR ALLOCATION Financial Services 116,422.0 $1.2M 0.22% +5K +4.0% $10.10 -2.0%
139 KR KROGER CO Consumer Defensive 16,076.0 $1.2M 0.21% +82.0 +0.5% $72.36 -7.0%
140 DQ DAQO NEW ENERGY CORP Technology 54,555.0 $1.2M 0.21% $21.27 -18.9%
Page 7 of 15  ·  283 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 34.3%
Technology 20.9%
Healthcare 9.3%
Consumer Cyclical 7.4%
Communication Services 7.2%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 4.6%
Basic Materials 4.3%
Real Estate 0.7%