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Portfolio (Quarterly) Guide ↗

PROATHLETE WEALTH MANAGEMENT LLC

· CIK 0002012065
13F Portfolio $361M AUM 368 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 53 Added 38 Reduced 25 Exited
Page 6 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ MONDELEZ INTL INC CLASS A Consumer Defensive 1,498.0 $86K 0.02% $57.66 +3.2%
102 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 255.0 $86K 0.02% -885.0 -77.6% $337.95 +38.4%
103 WPC W P CAREY INC REIT Real Estate 1,160.0 $79K 0.02% +16.0 +1.4% $67.96 +4.8%
104 NUE NUCOR CORP Basic Materials 455.0 $77K 0.02% $169.42 +44.6%
105 BX BLACKSTONE INC Financial Services 610.0 $70K 0.02% -760.0 -55.5% $115.14 +7.1%
106 RSG REPUBLIC SVCS INC Industrials 318.0 $70K 0.02% $219.41 -6.9%
107 TJX TJX COS INC NEW Consumer Cyclical 430.0 $69K 0.02% $160.01 +2.6%
108 SYY SYSCO CORP Consumer Defensive 961.0 $69K 0.02% $71.36 +9.3%
109 VONV VANGUARD RUSSELL 1000 VALUE INDEX FUND ETF SHARES 694.0 $65K 0.02% $93.74 +13.9%
110 HAL HALLIBURTON CO Energy 1,632.0 $64K 0.02% NEW $38.99 -9.8%
111 BMY BRISTOL MYERS SQUIBB CO Healthcare 930.0 $56K 0.02% $60.65 -9.8%
112 BAC BANK OF AMERICA CORP Financial Services 1,151.0 $56K 0.02% $48.75 +17.7%
113 AME AMETEK INC NEW Industrials 250.0 $54K 0.01% $214.36 +12.7%
114 GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF 2,202.0 $53K 0.01% $23.87 +15.1%
115 STAG STAG INDL INC REIT Real Estate 1,355.0 $49K 0.01% $36.07 +7.0%
116 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 1,905.0 $48K 0.01% $24.98 +0.2%
117 APOS APOLLO GLOBAL MGMT INC NCLASS CLASS A Financial Services 425.0 $47K 0.01% -292.0 -40.7% $111.52 -77.2%
118 VTWO VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES 458.0 $46K 0.01% $100.19 +20.2%
119 AEIS ADVANCED ENERGY INDS INC Industrials 137.0 $44K 0.01% $323.95 +19.8%
120 APH AMPHENOL CORP NEW CLASS CLASS A Technology 350.0 $44K 0.01% $126.35 +31.4%
Page 6 of 15  ·  296 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
Financial Services 51.9%
Technology 16.2%
Communication Services 10.0%
Consumer Cyclical 8.6%
Consumer Defensive 5.7%
Healthcare 3.6%
Energy 1.7%
Industrials 1.0%
Real Estate 0.7%
Utilities 0.3%