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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 10 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 15,040.0 $377K 0.05% -242.0 -1.6% $25.06 +15.2%
182 INDA ISHARES TR 7,591.0 $375K 0.05% -534.0 -6.6% $49.39 +0.6%
183 SNOW SNOWFLAKE INC Technology 1,470.0 $374K 0.04% -4K -74.5% $254.44 +27.5%
184 PEP PEPSICO INC Consumer Defensive 2,704.0 $366K 0.04% +197.0 +7.9% $135.41 +5.7%
185 OEF ISHARES TR 999.0 $365K 0.04% NEW $365.79 +3.3%
186 IYW ISHARES TR 1,433.0 $361K 0.04% $252.20 -2.3%
187 MRVL MARVELL TECHNOLOGY INC Technology 1,210.0 $360K 0.04% NEW $297.89 -21.0%
188 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,687.0 $354K 0.04% +408.0 +12.4% $96.12 -50.4%
189 HPQ HP INC Technology 16,153.0 $354K 0.04% +1K +8.2% $21.94 +36.4%
190 CL COLGATE PALMOLIVE CO Consumer Defensive 3,845.0 $353K 0.04% +920.0 +31.4% $91.68 -0.7%
191 MFG MIZUHO FINANCIAL GROUP INC Financial Services 36,736.0 $352K 0.04% -217.0 -0.6% $9.58 +7.0%
192 IJR ISHARES TR 2,352.0 $349K 0.04% +24.0 +1.0% $148.31 -1.0%
193 IWB ISHARES TR 850.0 $348K 0.04% $409.46 +2.5%
194 IBM INTERNATIONAL BUSINESS MACHS Technology 1,236.0 $348K 0.04% -24.0 -1.9% $281.17 -15.8%
195 ESML ISHARES TR 6,210.0 $347K 0.04% -407.0 -6.2% $55.93 -0.4%
196 TXN TEXAS INSTRS INC Technology 1,164.0 $347K 0.04% -468.0 -28.7% $298.18 -11.5%
197 URI UNITED RENTALS INC Industrials 305.0 $346K 0.04% -24.0 -7.3% $1134.38 -4.0%
198 COF CAPITAL ONE FINL CORP Financial Services 1,707.0 $342K 0.04% +15.0 +0.9% $200.61 +9.1%
199 XLK SELECT SECTOR SPDR TR 1,783.0 $340K 0.04% -845.0 -32.1% $190.54 -4.2%
200 STT STATE STR CORP Financial Services 1,995.0 $338K 0.04% -67.0 -3.2% $169.60 +9.2%
Page 10 of 16  ·  309 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 51.2%
Financial Services 15.3%
Communication Services 7.5%
Healthcare 7.2%
Consumer Cyclical 5.0%
Industrials 4.9%
Consumer Defensive 3.6%
Energy 2.8%
Utilities 1.4%
Real Estate 0.8%