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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 14 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MAR MARRIOTT INTL INC NEW Consumer Cyclical 651.0 $241K 0.03% +9.0 +1.4% $370.39 -3.8%
262 MO ALTRIA GROUP INC Consumer Defensive 3,346.0 $241K 0.03% -310.0 -8.5% $71.96 -8.2%
263 PANW PALO ALTO NETWORKS INC Technology 705.0 $240K 0.03% NEW $341.02 +4.9%
264 ISRG INTUITIVE SURGICAL INC Healthcare 604.0 $240K 0.03% -146.0 -19.5% $397.68 -4.7%
265 ILMN ILLUMINA INC Healthcare 1,353.0 $238K 0.03% NEW $175.83 +24.8%
266 SCZ ISHARES TR 2,874.0 $236K 0.03% +32.0 +1.1% $82.27 +5.3%
267 CSX CSX CORP Industrials 4,951.0 $235K 0.03% +77.0 +1.6% $47.53 +8.5%
268 AIG AMERICAN INTL GROUP INC Financial Services 3,149.0 $235K 0.03% +160.0 +5.3% $74.53 +2.1%
269 FDX FEDEX CORP Industrials 746.0 $234K 0.03% +41.0 +5.8% $313.00 +3.9%
270 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 241.0 $233K 0.03% NEW $965.10 -11.9%
271 AVMA AMERICAN CENTY ETF TR 3,113.0 $227K 0.03% -203.0 -6.1% $72.89 +1.5%
272 XLG INVESCO EXCHANGE TRADED FD T 3,695.0 $226K 0.03% NEW $61.22 +1.4%
273 LIN LINDE PLC Basic Materials 435.0 $226K 0.03% +22.0 +5.3% $518.80 -6.0%
274 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,904.0 $225K 0.03% +455.0 +13.2% $57.61 +16.3%
275 WELL WELLTOWER INC Real Estate 976.0 $221K 0.03% NEW $226.86 +5.5%
276 USFD US FOODS HLDG CORP Consumer Defensive 2,153.0 $220K 0.03% -496.0 -18.7% $102.25 +7.2%
277 TEL TE CONNECTIVITY PLC Technology 1,091.0 $220K 0.03% +62.0 +6.0% $201.62 +0.9%
278 RPRX ROYALTY PHARMA PLC Healthcare 3,920.0 $220K 0.03% NEW $56.07 +9.3%
279 TFC TRUIST FINL CORP Financial Services 4,397.0 $219K 0.03% NEW $49.82 +1.2%
280 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,208.0 $219K 0.03% $181.15 +15.7%
Page 14 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 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%