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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $244M AUM 1,112 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New 194 Added 111 Reduced 94 Exited
Page 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 APP APPLOVIN CORP Technology 47.0 $32K 0.01% +3.0 +6.8% $673.83 -27.3%
102 ACGL ARCH CAP GROUP LTD Financial Services 328.0 $31K 0.01% +32.0 +10.8% $95.92 -0.1%
103 ED CONSOLIDATED EDISON INC Utilities 315.0 $31K 0.01% +128.0 +68.5% $99.32 +6.6%
104 CERT CERTARA INC Healthcare 3,500.0 $31K 0.01% +1K +40.0% $8.81 -47.7%
105 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 241.0 $30K 0.01% +15.0 +6.6% $125.88 -43.3%
106 SBR SABINE RTY TR Energy 437.0 $30K 0.01% +242.0 +124.1% $68.57 +13.0%
107 TDC TERADATA CORP DEL Technology 967.0 $29K 0.01% +58.0 +6.4% $30.44 +9.4%
108 ORCL ORACLE CORP Technology 144.0 $28K 0.01% +30.0 +26.3% $194.92 -4.8%
109 QLYS QUALYS INC Technology 210.0 $28K 0.01% +29.0 +16.0% $132.90 -27.3%
110 NVO NOVO-NORDISK A S Healthcare 538.0 $27K 0.01% +260.0 +93.5% $50.88 -12.9%
111 NNN NNN REIT INC Real Estate 682.0 $27K 0.01% +81.0 +13.5% $39.63 +11.6%
112 COP CONOCOPHILLIPS Energy 283.0 $26K 0.01% +95.0 +50.5% $93.61 +32.7%
113 EHC ENCOMPASS HEALTH CORP Healthcare 248.0 $26K 0.01% +31.0 +14.3% $106.14 +0.6%
114 QBTS D-WAVE QUANTUM INC Technology 1,000.0 $26K 0.01% +200.0 +25.0% $26.15 -28.6%
115 TGT TARGET CORP Consumer Defensive 267.0 $26K 0.01% +20.0 +8.1% $97.75 +24.5%
116 NOMD NOMAD FOODS LTD Consumer Defensive 2,052.0 $26K 0.01% +1K +242.0% $12.51 -19.5%
117 KO COCA COLA CO Consumer Defensive 367.0 $26K 0.01% +67.0 +22.3% $69.91 +15.6%
118 FLO FLOWERS FOODS INC Consumer Defensive 2,327.0 $25K 0.01% +2K +1623.7% $10.88 -32.9%
119 GFS GLOBALFOUNDRIES INC Technology 705.0 $25K 0.01% +614.0 +674.7% $34.92 +92.9%
120 IMXI INTERNATIONAL MNY EXPRESS IN Technology 1,521.0 $23K 0.01% +264.0 +21.0% $15.36 -0.1%
Page 6 of 10  ·  194 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
Basic Materials 32.3%
Technology 21.7%
Consumer Cyclical 11.0%
Communication Services 10.6%
Consumer Defensive 9.4%
Financial Services 6.4%
Healthcare 3.2%
Industrials 3.1%
Energy 1.1%
Utilities 0.7%