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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $276M AUM 1,060 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 94 New 206 Added 194 Reduced 147 Exited
Page 7 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 APP APPLOVIN CORP Technology 54.0 $28K 0.01% +7.0 +14.9% $515.24 -37.8%
122 RNG RINGCENTRAL INC Technology 693.0 $27K 0.01% +259.0 +59.7% $38.98 +88.3%
123 CHTR CHARTER COMMUNICATIONS INC Communication Services 189.0 $27K 0.01% +175.0 +1250.0% $142.22 +6.9%
124 GNTX GENTEX CORP Consumer Cyclical 1,059.0 $27K 0.01% +165.0 +18.5% $25.27 -8.4%
125 HPQ HP INC Technology 1,193.0 $26K 0.01% +283.0 +31.1% $21.94 +48.8%
126 PYPL PAYPAL HLDGS INC Financial Services 593.0 $26K 0.01% +128.0 +27.5% $43.18 +27.3%
127 BCE BCE INC Communication Services 1,178.0 $25K 0.01% +703.0 +148.0% $21.51 +10.0%
128 INMD INMODE LTD Healthcare 1,651.0 $24K 0.01% +997.0 +152.4% $14.62 +2.0%
129 MP MP MATERIALS CORP Basic Materials 425.0 $24K 0.01% +25.0 +6.2% $56.01 -2.6%
130 HRB BLOCK H & R INC Consumer Cyclical 613.0 $23K 0.01% +306.0 +99.7% $38.08 +28.8%
131 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,008.0 $23K 0.01% +808.0 +404.0% $23.13 -15.7%
132 ADI ANALOG DEVICES INC Technology 57.0 $22K 0.01% +1.0 +1.8% $394.63 -8.2%
133 LOGI LOGITECH INTL S A Technology 233.0 $22K 0.01% +76.0 +48.4% $94.04 +8.5%
134 CDLR CADELER A S Industrials 1,000.0 $22K 0.01% +290.0 +40.9% $21.91 +13.8%
135 OSPN ONESPAN INC Technology 1,522.0 $22K 0.01% +630.0 +70.6% $14.35 +16.4%
136 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 199.0 $22K 0.01% +45.0 +29.2% $108.35 +2.3%
137 EFG ISHARES TR 173.0 $21K 0.01% +2.0 +1.2% $124.12 +0.3%
138 VESTA REAL ESTATE CORP 625.0 $21K 0.01% +235.0 +60.3% $34.31
139 VIST VISTA ENERGY S.A.B. DE C.V. Energy 330.0 $21K 0.01% +76.0 +29.9% $63.80 +15.6%
140 YALA YALLA GROUP LTD Technology 3,757.0 $21K 0.01% +2K +123.9% $5.49 -0.2%
Page 7 of 11  ·  206 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 43.9%
Technology 22.6%
Consumer Cyclical 8.1%
Financial Services 6.8%
Healthcare 5.5%
Communication Services 4.7%
Industrials 3.6%
Consumer Defensive 2.4%
Energy 1.2%
Utilities 0.7%