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Portfolio (Quarterly) Guide ↗

Counterweight Ventures, LLC

· CIK 0002012467
13F Portfolio $178M AUM 80 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 25 Added 28 Reduced 6 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,964.0 $1.2M 0.67% +4K +13.5% $38.42 +17.7%
22 XOM EXXON MOBIL CORP Energy 4,804.0 $815K 0.46% +152.0 +3.3% $169.66 -6.0%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 1,966.0 $477K 0.27% +506.0 +34.7% $242.39 -3.1%
24 WMT WALMART INC Consumer Defensive 2,882.0 $358K 0.20% +382.0 +15.3% $124.28 -13.8%
25 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 522.0 $322K 0.18% +122.0 +30.5% $616.76 +12.1%
Page 2 of 2  ·  25 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 30.6%
Financial Services 16.7%
Healthcare 12.4%
Industrials 10.0%
Consumer Cyclical 9.6%
Consumer Defensive 6.5%
Energy 5.1%
Utilities 3.6%
Communication Services 2.7%
Basic Materials 2.4%