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Portfolio (Quarterly) Guide ↗

waypoint wealth counsel

· CIK 0001807909
13F Portfolio $160M AUM 222 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 150 New
Page 8 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 220.0 $206K 0.13% NEW $934.54 +1.2%
142 WMB WILLIAMS COS INC Energy 2,761.0 $205K 0.13% NEW $74.34 -0.8%
143 IBM INTERNATIONAL BUSINESS MACHS Technology 729.0 $205K 0.13% NEW $281.21 -16.2%
144 NTRS NORTHERN TR CORP Financial Services 1,161.0 $202K 0.13% NEW $173.84 +7.4%
145 ALGN ALIGN TECHNOLOGY INC Healthcare 1,196.0 $202K 0.13% NEW $168.66 -6.6%
146 MRSH MARSH & MCLENNAN COS INC Financial Services 1,203.0 $201K 0.12% NEW $166.67 +15.6%
147 F FORD MTR CO Consumer Cyclical 10,162.0 $141K 0.09% NEW $13.90 -0.2%
148 WEBULL CORP 12,090.0 $79K 0.05% NEW $6.52
149 BLOCK INC 26,000.0 $25K 0.01% NEW $0.94
150 NFE NEW FORTRESS ENERGY INC Utilities 10,993.0 $4K 0.00% NEW $0.36 -19.4%
Page 8 of 8  ·  150 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 31.7%
Technology 24.5%
Consumer Defensive 12.5%
Industrials 7.7%
Healthcare 6.9%
Consumer Cyclical 6.6%
Communication Services 3.1%
Energy 2.7%
Real Estate 2.0%
Utilities 1.8%