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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $183M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 945 New
Page 23 of 48  ·  945 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DRI DARDEN RESTAURANTS INC Consumer Cyclical 53.0 $10K 0.01% NEW $182.83 +12.6%
442 SGDM SPROTT ETF TRUST 139.0 $10K 0.01% NEW $69.63 +2.0%
443 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 67.0 $10K 0.01% NEW $143.90 +53.7%
444 FORTINET INC 121.0 $10K 0.01% NEW $79.41
445 TFC TRUIST FINL CORP Financial Services 195.0 $10K 0.01% NEW $49.21 -1.5%
446 SLB SLB LIMITED Energy 250.0 $10K 0.01% NEW $38.38 +47.2%
447 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 162.0 $10K 0.01% NEW $58.67 -1.9%
448 HLN HALEON PLC Healthcare 916.0 $9K 0.01% NEW $10.11 -7.8%
449 JOBY JOBY AVIATION INC Industrials 700.0 $9K 0.01% NEW $13.20 -13.0%
450 SUN SUNOCO LP/SUNOCO FIN CORP Energy 176.0 $9K 0.01% NEW $52.41 +26.4%
451 USXF ISHARES TR 160.0 $9K 0.01% NEW $57.58 +16.5%
452 KKR KKR & CO INC Financial Services 72.0 $9K 0.01% NEW $127.49 -25.5%
453 RMBS RAMBUS INC DEL Technology 99.0 $9K 0.01% NEW $91.90 +61.8%
454 AVY AVERY DENNISON CORP Industrials 50.0 $9K 0.01% NEW $181.88 -11.7%
455 PAA PLAINS ALL AMERN PIPELINE L Energy 500.0 $9K 0.01% NEW $17.96 +27.9%
456 TJX TJX COS INC NEW Consumer Cyclical 58.0 $9K 0.01% NEW $153.62 +2.2%
457 NET CLOUDFLARE INC Technology 45.0 $9K 0.01% NEW $197.16 +6.1%
458 QS QUANTUMSCAPE CORP Consumer Cyclical 850.0 $9K 0.01% NEW $10.42 -12.6%
459 VMI VALMONT INDS INC Industrials 22.0 $9K 0.01% NEW $402.36 +29.8%
460 DE DEERE & CO Industrials 19.0 $9K 0.01% NEW $465.58 +13.7%
Page 23 of 48  ·  945 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 32.0%
Financial Services 20.9%
Healthcare 14.0%
Industrials 8.2%
Consumer Defensive 6.9%
Consumer Cyclical 6.5%
Communication Services 5.0%
Utilities 2.6%
Real Estate 2.1%
Energy 1.3%