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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 2 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EOSE EOS ENERGY ENTERPRISES INC Industrials 6,073.0 $70K 0.03% -963.0 -13.7% $11.46 -34.9%
22 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1,700.0 $69K 0.03% -65.0 -3.7% $40.74 -10.4%
23 PRG PROG HOLDINGS INC Industrials 2,192.0 $65K 0.03% -488.0 -18.2% $29.49 +13.8%
24 SNY SANOFI SA Healthcare 1,327.0 $64K 0.03% -211.0 -13.7% $48.46 -11.0%
25 TSEM TOWER SEMICONDUCTOR LTD Technology 523.0 $61K 0.03% -386.0 -42.5% $117.42 +129.7%
26 VRSN VERISIGN INC Technology 244.0 $59K 0.02% -68.0 -21.8% $242.95 +23.7%
27 GIB CGI INC Technology 526.0 $49K 0.02% -132.0 -20.1% $92.30 -30.9%
28 WIT WIPRO LTD Technology 15,292.0 $43K 0.02% -2K -10.1% $2.84 -33.6%
29 SFM SPROUTS FMRS MKT INC Consumer Defensive 474.0 $38K 0.01% -8.0 -1.7% $79.67 +7.6%
30 SSTK SHUTTERSTOCK INC Communication Services 1,907.0 $36K 0.01% -136.0 -6.7% $19.10 -12.2%
31 PG PROCTER AND GAMBLE CO Consumer Defensive 253.0 $36K 0.01% -160.0 -38.7% $143.31 -0.4%
32 WINA WINMARK CORP Consumer Cyclical 87.0 $35K 0.01% -12.0 -12.1% $404.94 -14.9%
33 VICI VICI PPTYS INC Real Estate 1,229.0 $35K 0.01% -559.0 -31.3% $28.12 -0.4%
34 NEE NEXTERA ENERGY INC Utilities 418.0 $34K 0.01% -16.0 -3.7% $80.28 +11.4%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6.0 $32K 0.01% -2.0 -25.0% $5355.33 -97.1%
36 CHKP CHECK POINT SOFTWARE TECH LT Technology 170.0 $32K 0.01% -25.0 -12.8% $185.56 -33.1%
37 ACI ALBERTSONS COS INC Consumer Defensive 1,654.0 $28K 0.01% -490.0 -22.9% $17.17 -3.6%
38 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 1,252.0 $27K 0.01% -173.0 -12.1% $21.82 +29.3%
39 NEU NEWMARKET CORP Basic Materials 39.0 $27K 0.01% -3.0 -7.1% $687.28 +0.3%
40 CARG CARGURUS INC Consumer Cyclical 680.0 $26K 0.01% -34.0 -4.8% $38.35 -24.7%
Page 2 of 6  ·  111 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%