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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 13 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DELL DELL TECHNOLOGIES INC Technology 613.0 $265K 0.03% NEW $431.49 +0.5%
242 MMM 3M CO Industrials 1,629.0 $264K 0.03% +51.0 +3.2% $161.93 +11.8%
243 CIEN CIENA CORP Technology 533.0 $261K 0.03% -14.0 -2.6% $490.56 -21.8%
244 TIP ISHARES TR 2,386.0 $261K 0.03% +28.0 +1.2% $109.43 -2.0%
245 QQQM INVESCO EXCH TRADED FD TR II 859.0 $260K 0.03% -3K -78.1% $303.02 -3.3%
246 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 10,832.0 $255K 0.03% -118.0 -1.1% $23.58 +5.5%
247 PFE PFIZER INC Healthcare 10,583.0 $255K 0.03% +950.0 +9.9% $24.08 +18.0%
248 TMUS T-MOBILE US INC Communication Services 1,518.0 $255K 0.03% NEW $167.75 +10.6%
249 GRMN GARMIN LTD Technology 1,067.0 $253K 0.03% -21.0 -1.9% $237.44 +23.8%
250 VLO VALERO ENERGY CORP Energy 965.0 $251K 0.03% +127.0 +15.2% $260.35 +32.9%
251 PLD PROLOGIS INC. Real Estate 1,850.0 $251K 0.03% +36.0 +2.0% $135.49 +4.1%
252 VVV VALVOLINE INC Energy 6,314.0 $250K 0.03% -173.0 -2.7% $39.54 -13.8%
253 CRWD CROWDSTRIKE HLDGS INC Technology 324.0 $247K 0.03% NEW $190.78 -0.3%
254 SCHF SCHWAB STRATEGIC TR 8,877.0 $246K 0.03% +54.0 +0.6% $27.70 +2.6%
255 PICK ISHARES INC 4,225.0 $246K 0.03% $58.15 +12.0%
256 SYY SYSCO CORP Consumer Defensive 2,934.0 $245K 0.03% -676.0 -18.7% $83.58 +0.2%
257 DIA STATE STR SPDR DOW JONES IND Financial Services 467.0 $244K 0.03% +29.0 +6.6% $522.77 +1.6%
258 TRV TRAVELERS COMPANIES INC Financial Services 736.0 $243K 0.03% NEW $330.08 +10.7%
259 BCS BARCLAYS PLC Financial Services 8,992.0 $242K 0.03% NEW $26.86 -0.3%
260 BB BLACKBERRY LTD Technology 19,063.0 $241K 0.03% $12.65 -36.3%
Page 13 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%