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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $569M AUM 204 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 52 Added 57 Reduced 9 Exited
Page 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WAT WATERS CORP Healthcare 1,372.0 $409K 0.07% NEW $297.80 +15.0%
142 VYM VANGUARD WHITEHALL FDS 2,701.0 $400K 0.07% $148.10 +7.1%
143 RY ROYAL BK CDA Financial Services 2,431.0 $393K 0.07% -437.0 -15.2% $161.78 +17.4%
144 ZTS ZOETIS INC Healthcare 3,259.0 $385K 0.07% NEW $118.21 -31.2%
145 RSG REPUBLIC SVCS INC Industrials 1,741.0 $381K 0.07% $219.02 -5.5%
146 IWF ISHARES TR 892.0 $380K 0.07% $426.40 -70.5%
147 VHT VANGUARD WORLD FD 1,380.0 $376K 0.07% $272.33 +1.8%
148 FISV FISERV INC Technology 6,666.0 $372K 0.07% +4K +114.3% $55.80 -0.3%
149 MUB ISHARES TR 3,490.0 $370K 0.07% $106.15 +0.5%
150 VMC VULCAN MATLS CO Basic Materials 1,343.0 $366K 0.06% $272.30 -1.2%
151 NYT NEW YORK TIMES CO MTN BE Communication Services 4,363.0 $365K 0.06% $83.73 -10.4%
152 LBRDK LIBERTY BROADBAND CORP Communication Services 7,054.0 $355K 0.06% +188.0 +2.7% $50.30 -33.0%
153 QLTY GMO ETF TRUST 9,779.0 $354K 0.06% -243.0 -2.4% $36.18 +14.0%
154 LNG CHENIERE ENERGY INC Energy 1,241.0 $352K 0.06% $283.76 -17.5%
155 BHF BRIGHTHOUSE FINL INC Financial Services 5,710.0 $342K 0.06% -383.0 -6.3% $59.88 +4.7%
156 EEM ISHARES TR 5,991.0 $340K 0.06% $56.79 +20.4%
157 BSV VANGUARD BD INDEX FDS 4,304.0 $337K 0.06% $78.41 -0.5%
158 FANG DIAMONDBACK ENERGY INC Energy 1,682.0 $333K 0.06% $197.79 -1.3%
159 BK BANK NEW YORK MELLON CORP Financial Services 2,762.0 $328K 0.06% $118.63 +18.9%
160 CCJ CAMECO CORP Energy 3,000.0 $326K 0.06% $108.61 -0.4%
Page 8 of 11  ·  204 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 37.8%
Communication Services 17.5%
Technology 15.1%
Consumer Cyclical 11.7%
Healthcare 7.2%
Energy 4.7%
Industrials 2.9%
Consumer Defensive 2.2%
Basic Materials 0.5%
Utilities 0.4%