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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NMR NOMURA HLDGS INC Financial Services 21,000.0 $184K 0.02% +219.0 +1.1% $8.78 +8.3%
302 HLN HALEON PLC Healthcare 17,592.0 $164K 0.02% NEW $9.33 +5.8%
303 F FORD MTR CO Consumer Cyclical 11,702.0 $163K 0.02% -3K -21.3% $13.90 +4.2%
304 SAN BANCO SANTANDER SA Financial Services 10,531.0 $145K 0.02% -326.0 -3.0% $13.80 +2.5%
305 RXRX RECURSION PHARMACEUTICALS IN Healthcare 37,155.0 $136K 0.02% $3.67 -4.6%
306 SBS COMPANHIA DE SANEAMENTO BASI Utilities 14,745.0 $85K 0.01% NEW $5.78 -20.9%
307 FLO FLOWERS FOODS INC Consumer Defensive 10,268.0 $81K 0.01% NEW $7.90 -5.6%
308 ENIC ENEL CHILE SA Utilities 17,532.0 $79K 0.01% +193.0 +1.1% $4.50 +0.4%
309 SITE CTRS CORP 11,062.0 $44K 0.01% NEW $3.97
Page 16 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%