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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 8 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NKE NIKE INC Consumer Cyclical 17,495.0 $1.1M 0.22% NEW $64.95 -36.1%
142 ADSK AUTODESK INC Technology 4,135.0 $1.1M 0.21% NEW $271.84 -13.2%
143 VUG VANGUARD INDEX FDS 2,232.0 $1.1M 0.21% NEW $485.99 -82.0%
144 FRME FIRST MERCHANTS CORP Financial Services 27,909.0 $1.1M 0.20% NEW $38.19 +3.1%
145 HSY HERSHEY CO Consumer Defensive 5,552.0 $1.1M 0.20% NEW $189.62 -1.3%
146 CNQ CANADIAN NAT RES LTD Energy 28,929.0 $1.0M 0.20% NEW $36.12 +31.5%
147 KR KROGER CO Consumer Defensive 15,994.0 $1.0M 0.20% NEW $64.59 +3.1%
148 APOS APOLLO GLOBAL MGMT INC Financial Services 7,643.0 $1.0M 0.20% NEW $134.21 -80.6%
149 HBM HUDBAY MINERALS INC Basic Materials 39,451.0 $1.0M 0.19% NEW $25.92 -4.6%
150 RDVY FIRST TR EXCHANGE TRADED FD 13,900.0 $1.0M 0.19% NEW $72.08 +2.1%
151 EWY ISHARES INC 8,436.0 $992K 0.19% NEW $117.58 +54.2%
152 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,081.0 $985K 0.19% NEW $473.38 -8.0%
153 BAC BANK AMERICA CORP Financial Services 18,338.0 $958K 0.18% NEW $52.25 -4.2%
154 BROOKFIELD ASSET MANAGMT LTD 18,478.0 $946K 0.18% NEW $51.20
155 FDT FIRST TR EXCH TRD ALPHDX FD 10,640.0 $936K 0.18% NEW $87.96 +9.9%
156 QQQ INVESCO QQQ TR Financial Services 1,487.0 $929K 0.18% NEW $624.83 +13.7%
157 VEA VANGUARD TAX-MANAGED FDS 13,980.0 $927K 0.18% NEW $66.28 +5.0%
158 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 13,467.0 $917K 0.17% NEW $68.09 +11.5%
159 VTV VANGUARD INDEX FDS 4,585.0 $909K 0.17% NEW $198.34 +4.3%
160 BINC BLACKROCK ETF TRUST II 17,067.0 $905K 0.17% NEW $53.04 -1.9%
Page 8 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%