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Portfolio (Quarterly) Guide ↗

Traveka Wealth, LLC

· CIK 0002009176
13F Portfolio $301M AUM 199 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 85 Added 40 Reduced 15 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,235.0 $398K 0.13% +2K +2529.4% $178.23 +11.6%
62 USXF ISHARES TR 5,378.0 $374K 0.12% +490.0 +10.0% $69.45 -3.1%
63 IYG ISHARES TR 3,990.0 $361K 0.12% +274.0 +7.4% $90.47 +7.2%
64 IYK ISHARES TR 4,883.0 $355K 0.12% +564.0 +13.1% $72.66 +4.4%
65 MRK MERCK & CO INC Healthcare 2,711.0 $348K 0.12% +28.0 +1.0% $128.49 +17.3%
66 UNILEVER PLC 5,645.0 $339K 0.11% +1K +23.5% $60.13
67 AMGN AMGEN INC Healthcare 926.0 $335K 0.11% +52.0 +6.0% $362.19 +21.2%
68 C CITIGROUP INC Financial Services 2,308.0 $323K 0.11% +19.0 +0.8% $139.97 -4.6%
69 VUG VANGUARD INDEX FDS 3,702.0 $319K 0.11% +3K +341.2% $86.15 +1.7%
70 ISRG INTUITIVE SURGICAL INC Healthcare 772.0 $307K 0.10% +83.0 +12.1% $397.52 -6.8%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,087.0 $306K 0.10% +36.0 +3.4% $281.29 -17.6%
72 ORCL ORACLE CORP Technology 1,991.0 $292K 0.10% +50.0 +2.6% $146.51 -1.0%
73 SONY SONY GROUP CORP Technology 14,178.0 $284K 0.10% +420.0 +3.0% $20.06 +23.1%
74 PSX PHILLIPS 66 Energy 1,565.0 $265K 0.09% +30.0 +1.9% $169.07 +51.6%
75 T AT&T INC Communication Services 12,352.0 $256K 0.09% +2K +17.3% $20.70 +27.0%
76 BK BANK NEW YORK MELLON CORP Financial Services 1,752.0 $253K 0.08% +16.0 +0.9% $144.61 -1.9%
77 SAP SAP SE Technology 1,623.0 $250K 0.08% +50.0 +3.2% $154.11 +36.1%
78 BA BOEING CO Industrials 1,153.0 $250K 0.08% +58.0 +5.3% $216.44 -3.3%
79 SO SOUTHERN CO Utilities 2,404.0 $230K 0.08% +69.0 +3.0% $95.69 -7.6%
80 MPC MARATHON PETE CORP Energy 856.0 $219K 0.07% +5.0 +0.6% $255.74 +52.3%
Page 4 of 5  ·  85 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 38.8%
Financial Services 14.2%
Communication Services 11.8%
Healthcare 9.4%
Consumer Cyclical 7.9%
Consumer Defensive 6.6%
Industrials 6.3%
Utilities 1.6%
Energy 1.6%
Basic Materials 1.3%