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Portfolio (Quarterly) Guide ↗

Traveka Wealth, LLC

· CIK 0002009176
13F Portfolio $262M AUM 186 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 75 Added 54 Reduced 20 Exited
Page 9 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GILD GILEAD SCIENCES INC Healthcare 1,640.0 $229K 0.09% NEW $139.34 -4.0%
162 TOTALENERGIES SE 2,507.0 $228K 0.09% NEW $90.98
163 SO SOUTHERN CO Utilities 2,335.0 $225K 0.09% -30.0 -1.3% $96.53 -2.5%
164 INTU INTUIT Technology 509.0 $220K 0.08% -187.0 -26.9% $432.38 -29.6%
165 BA BOEING CO Industrials 1,095.0 $218K 0.08% +34.0 +3.2% $199.00 +10.0%
166 AEM AGNICO EAGLE MINES LTD Basic Materials 1,051.0 $213K 0.08% NEW $202.98 -11.0%
167 DUK DUKE ENERGY CORP NEW Utilities 1,622.0 $212K 0.08% NEW $130.94 -4.5%
168 BLK BLACKROCK INC Financial Services 220.0 $212K 0.08% -11.0 -4.8% $961.49 +12.1%
169 AEP AMERICAN ELEC PWR CO INC Utilities 1,612.0 $211K 0.08% -237.0 -12.8% $131.08 -0.1%
170 PLD PROLOGIS INC. Real Estate 1,584.0 $209K 0.08% -13.0 -0.8% $132.20 +11.2%
171 GSK GSK PLC Healthcare 3,769.0 $208K 0.08% NEW $55.19 -6.7%
172 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,253.0 $208K 0.08% +49.0 +2.2% $92.31 -2.6%
173 MPC MARATHON PETE CORP Energy 851.0 $208K 0.08% NEW $244.20 +1.6%
174 IWR ISHARES TR 2,134.0 $207K 0.08% -5K -71.5% $97.23 +9.9%
175 SPOT SPOTIFY TECHNOLOGY S A Communication Services 427.0 $207K 0.08% -16.0 -3.6% $484.91 +9.2%
176 SCHF SCHWAB STRATEGIC TR 8,340.0 $206K 0.08% $24.75 +12.2%
177 BK BANK NEW YORK MELLON CORP Financial Services 1,736.0 $206K 0.08% $118.63 +18.9%
178 FERG FERGUSON ENTERPRISES INC Industrials 879.0 $205K 0.08% -33.0 -3.6% $233.26 -2.5%
179 BSX BOSTON SCIENTIFIC CORP Healthcare 3,188.0 $200K 0.08% -351.0 -9.9% $62.75 -8.1%
180 NATWEST GROUP PLC 10,489.0 $156K 0.06% +367.0 +3.6% $14.90
Page 9 of 10  ·  186 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 32.6%
Communication Services 16.0%
Financial Services 13.2%
Healthcare 9.4%
Consumer Cyclical 8.2%
Consumer Defensive 7.8%
Industrials 5.1%
Energy 3.9%
Basic Materials 1.9%
Utilities 1.7%