BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GNR SPDR INDEX SHS FDS 36,901.0 $2.5M 0.40% +484.0 +1.3% $67.31 +17.8%
42 U HAUL HOLDING COMPANY 42,597.0 $2.5M 0.39% +1K +3.1% $57.70
43 MA MASTERCARD INCORPORATED Financial Services 4,775.0 $2.5M 0.39% +28.0 +0.6% $513.59 +13.1%
44 TIP ISHARES TR 22,266.0 $2.4M 0.39% +11K +105.0% $109.43 -2.1%
45 VOO VANGUARD INDEX FDS 3,381.0 $2.3M 0.37% +409.0 +13.8% $686.89 +2.4%
46 XLV SELECT SECTOR SPDR TR 14,490.0 $2.3M 0.37% $158.66 +10.1%
47 OXY OCCIDENTAL PETE CORP Energy 46,908.0 $2.3M 0.36% $48.57 +26.2%
48 DE DEERE & CO Industrials 3,327.0 $2.1M 0.34% $634.38 +2.1%
49 SPGI S&P GLOBAL INC Financial Services 5,176.0 $2.1M 0.34% +283.0 +5.8% $407.28 +5.9%
50 RTX RTX CORPORATION Industrials 10,873.0 $2.1M 0.33% $189.73 +10.6%
51 CRM SALESFORCE INC Technology 13,155.0 $2.1M 0.33% +5K +62.6% $156.66 +33.5%
52 VCSH VANGUARD SCOTTSDALE FDS 25,255.0 $2.0M 0.32% +263.0 +1.1% $79.03 -0.6%
53 XLK SELECT SECTOR SPDR TR 10,275.0 $2.0M 0.31% -156.0 -1.5% $190.53 -3.8%
54 IAUM ISHARES GOLD TRUST MICRO Financial Services 47,264.0 $1.9M 0.30% +9K +25.0% $40.01 +14.9%
55 ABBV ABBVIE INC Healthcare 7,492.0 $1.9M 0.30% +760.0 +11.3% $251.64 +5.3%
56 V VISA INC Financial Services 5,272.0 $1.8M 0.29% +608.0 +13.0% $343.09 +8.1%
57 NKE NIKE INC Consumer Cyclical 42,191.0 $1.7M 0.28% -1K -2.9% $41.05 -0.7%
58 AMP AMERIPRISE FINL INC Financial Services 3,721.0 $1.7M 0.27% -26.0 -0.7% $458.76 +21.1%
59 DXJ WISDOMTREE TR 9,477.0 $1.6M 0.26% $173.52 +2.3%
60 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 34,181.0 $1.6M 0.26% +6K +23.2% $47.81 -8.5%
Page 3 of 11  ·  210 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%