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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,569.0 $247K 0.08% -32.0 -1.2% $95.98 +17.6%
162 VRT VERTIV HOLDINGS CO Industrials 725.0 $243K 0.08% NEW $334.82 -23.5%
163 CRM SALESFORCE INC Technology 1,520.0 $238K 0.08% -140.0 -8.4% $156.63 +64.8%
164 SYK STRYKER CORPORATION Healthcare 753.0 $237K 0.08% -10.0 -1.3% $314.76 +0.8%
165 IWR ISHARES TR 2,133.0 $235K 0.08% $110.32 +0.2%
166 CRH PLC 2,191.0 $234K 0.08% $107.01
167 ADI ANALOG DEVICES INC Technology 589.0 $234K 0.08% NEW $397.08 -10.7%
168 DELL DELL TECHNOLOGIES INC Technology 539.0 $233K 0.08% NEW $431.60 -1.6%
169 UBER UBER TECHNOLOGIES INC Technology 3,206.0 $231K 0.08% -179.0 -5.3% $72.16 +4.3%
170 SCHF SCHWAB STRATEGIC TR 8,340.0 $231K 0.08% $27.70 +0.9%
171 SO SOUTHERN CO Utilities 2,404.0 $230K 0.08% +69.0 +3.0% $95.69 -7.9%
172 ETN EATON CORP PLC Industrials 540.0 $230K 0.08% NEW $425.95 -8.3%
173 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,324.0 $229K 0.08% NEW $173.12 -10.3%
174 URI UNITED RENTALS INC Industrials 202.0 $228K 0.08% NEW $1131.03 -12.5%
175 EVUS ISHARES TR 6,487.0 $228K 0.08% NEW $35.11 +5.4%
176 AEP AMERICAN ELEC PWR CO INC Utilities 1,618.0 $221K 0.07% $136.81 -10.1%
177 MPC MARATHON PETE CORP Energy 856.0 $219K 0.07% +5.0 +0.6% $255.74 +49.8%
178 PLD PROLOGIS INC. Real Estate 1,609.0 $218K 0.07% +25.0 +1.6% $135.49 +3.1%
179 FIX COMFORT SYS USA INC Industrials 109.0 $216K 0.07% NEW $1981.95 -21.6%
180 AXP AMERICAN EXPRESS CO Financial Services 631.0 $213K 0.07% NEW $338.22 -4.1%
Page 9 of 10  ·  199 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%