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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 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLM SLM CORP Financial Services 825.0 $21K 0.01% NEW $25.94 +4.4%
22 NHI NATIONAL HEALTH INVS INC Real Estate 250.0 $19K 0.01% NEW $76.26 -7.1%
23 FEDEX FGHT HLDG CO INC 107.0 $16K 0.01% NEW $151.00
24 AZN ASTRAZENECA PLC Healthcare 82.0 $16K 0.01% NEW $189.62 -14.2%
25 PRGS PROGRESS SOFTWARE CORP Technology 445.0 $15K 0.01% NEW $33.58 +31.2%
26 SLDE SLIDE INS HLDGS INC Financial Services 707.0 $14K 0.01% NEW $19.37 +27.4%
27 HSTM HEALTHSTREAM INC Healthcare 437.0 $12K 0.00% NEW $27.25 +7.1%
28 AMH AMERICAN HOMES 4 RENT Real Estate 346.0 $12K 0.00% NEW $33.52 -3.1%
29 IYT ISHARES TR 132.0 $11K 0.00% NEW $86.75 -3.0%
30 FIVN FIVE9 INC Technology 537.0 $11K 0.00% NEW $21.32 +56.0%
31 KLAC KLA CORP Technology 30.0 $9K 0.00% NEW $301.73 -38.5%
32 CGNT COGNYTE SOFTWARE LTD Technology 1,000.0 $9K 0.00% NEW $8.78 -3.5%
33 RPD RAPID7 INC Technology 1,046.0 $8K 0.00% NEW $8.10 +35.8%
34 BRBR BELLRING BRANDS INC Consumer Defensive 637.0 $8K 0.00% NEW $12.94 -19.7%
35 VRT VERTIV HOLDINGS CO Industrials 24.0 $8K 0.00% NEW $334.83 -16.2%
36 RIGL RIGEL PHARMACEUTICALS INC Healthcare 197.0 $8K 0.00% NEW $39.12 +24.4%
37 LWLG LIGHTWAVE LOGIC INC Basic Materials 800.0 $8K 0.00% NEW $9.46 -43.4%
38 HONEYWELL INTL INC 34.0 $8K 0.00% NEW $220.62
39 HONEYWELL AEROSPACE INC 33.0 $7K 0.00% NEW $221.09
40 GEMI GEMINI SPACE STA INC Financial Services 1,639.0 $7K 0.00% NEW $4.26 +9.8%
Page 2 of 5  ·  94 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%