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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 10 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PDD PDD HOLDINGS INC Consumer Cyclical 22.0 $2K 0.00% -51.0 -69.9% $76.32 +7.7%
182 DAVA ENDAVA PLC Technology 585.0 $2K 0.00% -420.0 -41.8% $2.83 +8.1%
183 HNI HNI CORP Industrials 34.0 $1K -203.0 -85.7% $40.41 +22.9%
184 STN STANTEC INC Industrials 19.0 $1K -26.0 -57.8% $68.95 +6.6%
185 SPGI S&P GLOBAL INC Financial Services 3.0 $1K -6.0 -66.7% $407.33 +8.9%
186 DOX AMDOCS LTD Technology 24.0 $1K -133.0 -84.7% $50.54 +23.1%
187 EGHT 8X8 INC NEW Technology 595.0 $1K -1K -63.4% $1.71 +10.5%
188 MDLZ MONDELEZ INTL INC Consumer Defensive 16.0 $926.0 -18.0 -52.9% $57.88 +5.9%
189 DIVERSIFIED ENERGY CO 50.0 $693.0 -124.0 -71.3% $13.86
190 UGI UGI CORP NEW Utilities 15.0 $519.0 -39.0 -72.2% $34.60 +9.7%
191 DORM DORMAN PRODS INC Consumer Cyclical 2.0 $273.0 -14.0 -87.5% $136.50 -3.8%
192 JAMES HARDIE INDS PLC 9.0 $236.0 -35.0 -79.5% $26.22
193 SIGA SIGA TECHNOLOGIES INC Healthcare 41.0 $150.0 -3K -98.6% $3.66 -10.1%
194 NOA NORTH AMERN CONSTR GROUP LTD Energy 4.0 $54.0 -152.0 -97.4% $13.50 -1.1%
Page 10 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 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%