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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $625M AUM 210 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 70 Added 48 Reduced 9 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 888.0 $946K 0.15% -6.0 -0.7% $1064.90 -22.3%
22 SPYM SPDR SERIES TRUST 10,607.0 $932K 0.15% -489.0 -4.4% $87.88 +2.6%
23 PG PROCTER & GAMBLE CO Consumer Defensive 5,923.0 $869K 0.14% -35.0 -0.6% $146.64 -1.3%
24 EFA ISHARES TR 7,743.0 $804K 0.13% -97.0 -1.2% $103.88 +4.2%
25 OEF ISHARES TR 2,058.0 $753K 0.12% -147.0 -6.7% $365.87 +3.3%
26 BROOKFIELD ASSET MANAGMT LTD 15,789.0 $708K 0.11% -464.0 -2.9% $44.85
27 SOURCE CAPITAL 14,191.0 $652K 0.10% -2K -9.6% $45.97
28 DIS DISNEY WALT CO Communication Services 6,688.0 $644K 0.10% -4K -35.1% $96.25 +12.0%
29 SHEL SHELL PLC Energy 7,568.0 $587K 0.09% -988.0 -11.6% $77.55 +20.4%
30 XLI SELECT SECTOR SPDR TR 2,838.0 $526K 0.08% -23.0 -0.8% $185.23 -2.7%
31 MRK MERCK & CO INC Healthcare 3,843.0 $494K 0.08% -480.0 -11.1% $128.50 +18.7%
32 WAT WATERS CORP Healthcare 1,191.0 $447K 0.07% -181.0 -13.2% $375.04 +9.5%
33 RY ROYAL BK CDA Financial Services 2,146.0 $444K 0.07% -285.0 -11.7% $206.97 -0.8%
34 KF KOREA FD INC Financial Services 5,654.0 $425K 0.07% -6K -51.8% $75.21 -14.8%
35 B BARRICK MNG CORP Basic Materials 11,273.0 $414K 0.07% -100.0 -0.9% $36.73 +29.6%
36 VHT VANGUARD WORLD FD 1,261.0 $377K 0.06% -119.0 -8.6% $299.02 +9.6%
37 DIA STATE STR SPDR DOW JONES IND Financial Services 678.0 $354K 0.06% -20.0 -2.9% $522.39 +1.9%
38 ORCL ORACLE CORP Technology 2,381.0 $349K 0.06% -1K -29.7% $146.56 -0.1%
39 IVW ISHARES TR 2,501.0 $344K 0.06% -333.0 -11.8% $137.53 +0.9%
40 EEM ISHARES TR 4,799.0 $328K 0.05% -1K -19.9% $68.41 -1.9%
Page 2 of 3  ·  48 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 39.4%
Technology 18.4%
Consumer Cyclical 13.9%
Healthcare 10.5%
Communication Services 8.0%
Energy 3.8%
Industrials 3.1%
Consumer Defensive 1.9%
Basic Materials 0.5%
Utilities 0.4%