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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 15 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PAYX PAYCHEX INC Industrials 2,214.0 $218K 0.03% NEW $98.34 +25.0%
282 HOOD ROBINHOOD MKTS INC Financial Services 2,166.0 $217K 0.03% NEW $100.28 -5.2%
283 AEE AMEREN CORP Utilities 1,910.0 $216K 0.03% NEW $113.02 -3.7%
284 SPACE EXPLORATION TECHN CORP 1,257.0 $215K 0.03% NEW $170.86
285 ASH ASHLAND INC Basic Materials 3,249.0 $214K 0.03% NEW $65.88 +10.5%
286 SNPS SYNOPSYS INC Technology 471.0 $210K 0.03% NEW $446.07 -10.8%
287 VO VANGUARD INDEX FDS 2,596.0 $209K 0.03% NEW $80.57 +2.4%
288 EMR EMERSON ELEC CO Industrials 1,451.0 $208K 0.03% NEW $143.16 +8.1%
289 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,839.0 $207K 0.03% +153.0 +9.1% $112.32 +33.8%
290 BUG GLOBAL X FDS 5,396.0 $206K 0.03% NEW $38.19 +5.1%
291 CRH PLC 1,916.0 $205K 0.03% NEW $107.00
292 RSG REPUBLIC SVCS INC Industrials 959.0 $204K 0.03% NEW $213.08 +3.0%
293 WSM WILLIAMS SONOMA INC Consumer Cyclical 876.0 $204K 0.03% NEW $233.11 +1.1%
294 SNA SNAP ON INC Industrials 506.0 $203K 0.03% -126.0 -19.9% $402.11 -2.7%
295 CNC CENTENE CORP DEL Healthcare 3,165.0 $203K 0.03% NEW $64.19 -0.1%
296 TOL TOLL BROTHERS INC Consumer Cyclical 1,225.0 $202K 0.03% NEW $164.75 -12.0%
297 ANET ARISTA NETWORKS INC Technology 1,188.0 $202K 0.03% NEW $169.88 +8.2%
298 APP APPLOVIN CORP Technology 391.0 $201K 0.02% NEW $515.23 -40.1%
299 DUSB DIMENSIONAL ETF TRUST 3,947.0 $200K 0.02% NEW $50.78 -0.1%
300 MPWR MONOLITHIC PWR SYS INC Technology 145.0 $200K 0.02% NEW $1382.36 -5.2%
Page 15 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%