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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 8 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KF KOREA FD INC Financial Services 5,654.0 $425K 0.07% -6K -51.8% $75.21 -14.8%
142 B BARRICK MNG CORP Basic Materials 11,273.0 $414K 0.07% -100.0 -0.9% $36.73 +29.6%
143 FISV FISERV INC Technology 8,294.0 $407K 0.07% +2K +24.4% $49.05 +7.2%
144 VDE VANGUARD WORLD FD 2,699.0 $405K 0.07% $150.13 +19.6%
145 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,601.0 $400K 0.06% $87.04 +7.8%
146 WMT WALMART INC Consumer Defensive 3,535.0 $400K 0.06% +41.0 +1.2% $113.24 -8.4%
147 BK BANK OF NY MELLON CORP Financial Services 2,762.0 $399K 0.06% $144.61 -1.9%
148 VMC VULCAN MATLS CO Basic Materials 1,343.0 $396K 0.06% $295.01 -6.4%
149 IYE ISHARES TR 6,976.0 $395K 0.06% $56.59 +19.0%
150 PLTR PALANTIR TECHNOLOGIES INC Technology 3,337.0 $389K 0.06% $116.67 +54.2%
151 VHT VANGUARD WORLD FD 1,261.0 $377K 0.06% -119.0 -8.6% $299.02 +9.6%
152 MUB ISHARES TR 3,490.0 $376K 0.06% $107.62 -2.1%
153 LMT LOCKHEED MARTIN CORP Industrials 731.0 $372K 0.06% $509.15 +10.7%
154 RSG REPUBLIC SVCS INC Industrials 1,741.0 $371K 0.06% $213.08 +3.6%
155 ADBE ADOBE INC Technology 1,803.0 $370K 0.06% +973.0 +117.2% $205.02 +34.3%
156 TXN TEXAS INSTRS INC Technology 1,233.0 $368K 0.06% $298.07 -11.3%
157 BHF BRIGHTHOUSE FINL INC Financial Services 5,710.0 $361K 0.06% $63.30 -17.4%
158 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,161.0 $361K 0.06% NEW $114.18 +6.0%
159 DIA STATE STR SPDR DOW JONES IND Financial Services 678.0 $354K 0.06% -20.0 -2.9% $522.39 +1.9%
160 ORCL ORACLE CORP Technology 2,381.0 $349K 0.06% -1K -29.7% $146.56 -0.1%
Page 8 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%