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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $824M AUM 309 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 131 Added 89 Reduced 17 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ILMN ILLUMINA INC Healthcare 1,353.0 $238K 0.03% NEW $175.83 +23.3%
22 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 241.0 $233K 0.03% NEW $965.10 -12.1%
23 XLG INVESCO EXCHANGE TRADED FD T 3,695.0 $226K 0.03% NEW $61.22 +1.5%
24 WELL WELLTOWER INC Real Estate 976.0 $221K 0.03% NEW $226.86 +5.7%
25 RPRX ROYALTY PHARMA PLC Healthcare 3,920.0 $220K 0.03% NEW $56.07 +9.1%
26 TFC TRUIST FINL CORP Financial Services 4,397.0 $219K 0.03% NEW $49.82 +1.0%
27 PAYX PAYCHEX INC Industrials 2,214.0 $218K 0.03% NEW $98.34 +26.5%
28 HOOD ROBINHOOD MKTS INC Financial Services 2,166.0 $217K 0.03% NEW $100.28 +6.2%
29 AEE AMEREN CORP Utilities 1,910.0 $216K 0.03% NEW $113.02 -5.2%
30 SPACE EXPLORATION TECHN CORP 1,257.0 $215K 0.03% NEW $170.86
31 ASH ASHLAND INC Basic Materials 3,249.0 $214K 0.03% NEW $65.88 +11.0%
32 SNPS SYNOPSYS INC Technology 471.0 $210K 0.03% NEW $446.07 -11.0%
33 VO VANGUARD INDEX FDS 2,596.0 $209K 0.03% NEW $80.57 +3.0%
34 EMR EMERSON ELEC CO Industrials 1,451.0 $208K 0.03% NEW $143.16 +9.0%
35 BUG GLOBAL X FDS 5,396.0 $206K 0.03% NEW $38.19 +6.1%
36 CRH PLC 1,916.0 $205K 0.03% NEW $107.00
37 RSG REPUBLIC SVCS INC Industrials 959.0 $204K 0.03% NEW $213.08 +3.3%
38 WSM WILLIAMS SONOMA INC Consumer Cyclical 876.0 $204K 0.03% NEW $233.11 +1.7%
39 CNC CENTENE CORP DEL Healthcare 3,165.0 $203K 0.03% NEW $64.19 +0.7%
40 TOL TOLL BROTHERS INC Consumer Cyclical 1,225.0 $202K 0.03% NEW $164.75 -11.3%
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
Technology 52.1%
Financial Services 15.6%
Healthcare 7.3%
Communication Services 5.8%
Consumer Cyclical 5.1%
Industrials 5.0%
Consumer Defensive 3.7%
Energy 2.8%
Utilities 1.5%
Real Estate 0.9%