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Portfolio (Quarterly) Guide ↗

UDINE WEALTH MANAGEMENT, INC.

· CIK 0001907240
13F Portfolio $243M AUM 40 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 23 Added 6 Reduced 5 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 7,530.0 $3.1M 1.29% NEW $415.63 -4.4%
22 IWM ISHARES TR 10,309.0 $3.1M 1.27% +193.0 +1.9% $300.45 -1.5%
23 NU NU HLDGS LTD Financial Services 228,254.0 $3.0M 1.25% +6K +2.7% $13.36 +15.0%
24 TOST TOAST INC Technology 108,293.0 $3.0M 1.24% NEW $27.82 +22.0%
25 APOS APOLLO GLOBAL MGMT INC 25,400.0 $3.0M 1.24% +546.0 +2.2% $118.31
26 RH RH Consumer Cyclical 17,974.0 $3.0M 1.22% +4K +25.7% $164.73 -10.2%
27 RKT ROCKET COS INC Financial Services 187,576.0 $3.0M 1.22% +9K +4.9% $15.75 -10.7%
28 RDDT REDDIT INC Communication Services 16,714.0 $2.9M 1.19% NEW $173.58 -11.0%
29 PSNL PERSONALIS INC Healthcare 50,030.0 $2.9M 1.19% NEW $57.93 -70.3%
30 SPACE EXPLORATION TECHN CORP 16,743.0 $2.9M 1.18% NEW $170.86
31 BA BOEING CO Industrials 13,048.0 $2.8M 1.16% +595.0 +4.8% $216.47 -1.9%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 22,892.0 $2.7M 1.10% +265.0 +1.2% $116.67 +49.4%
33 IBIT ISHARES BITCOIN TRUST ETF Financial Services 77,614.0 $2.6M 1.06% +6K +8.6% $33.29 +35.9%
34 DECK DECKERS OUTDOOR CORP Consumer Cyclical 25,880.0 $2.6M 1.06% NEW $99.29 -13.6%
35 JOBY JOBY AVIATION INC Industrials 264,270.0 $2.4M 0.97% +11K +4.5% $8.92 -24.4%
36 URA GLOBAL X FDS 52,176.0 $2.3M 0.94% NEW $43.70 +5.4%
37 IREN IREN LIMITED Financial Services 48,107.0 $2.2M 0.91% NEW $45.73 -2.3%
38 LMND LEMONADE INC Financial Services 33,461.0 $2.2M 0.90% +2K +6.4% $65.05 -17.9%
39 UBER UBER TECHNOLOGIES INC Technology 22,269.0 $1.6M 0.66% +3K +13.1% $72.16 +5.0%
40 QQQ INVESCO QQQ TR Financial Services 651.0 $479K 0.20% $736.40 -2.4%
Page 2 of 2  ·  40 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 38.1%
Financial Services 26.6%
Consumer Cyclical 13.0%
Industrials 11.8%
Healthcare 6.2%
Energy 2.3%
Communication Services 1.9%