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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 3 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 289.0 $23K 0.01% -77.0 -21.0% $79.02 +13.0%
42 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 64.0 $22K 0.01% -10.0 -13.5% $350.56 +11.9%
43 SMCI SUPER MICRO COMPUTER INC Technology 738.0 $22K 0.01% -273.0 -27.0% $29.27 +3.4%
44 MP MP MATERIALS CORP Basic Materials 400.0 $20K 0.01% -100.0 -20.0% $50.52 +10.7%
45 LNTH LANTHEUS HLDGS INC Healthcare 300.0 $20K 0.01% -125.0 -29.4% $66.55 +39.3%
46 CHRD CHORD ENERGY CORPORATION Energy 212.0 $20K 0.01% -93.0 -30.5% $92.70 +62.7%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 119.0 $19K 0.01% -15.0 -11.2% $160.40 +19.1%
48 GLNG GOLAR LNG LTD Energy 500.0 $19K 0.01% -6.0 -1.2% $37.21 +53.4%
49 DHR DANAHER CORPORATION Healthcare 78.0 $18K 0.01% -5.0 -6.0% $228.92 -28.6%
50 FICO FAIR ISAAC CORP Technology 10.0 $17K 0.01% -1.0 -9.1% $1690.70 -31.0%
51 NEBIUS GROUP N.V. 200.0 $17K 0.01% -300.0 -60.0% $83.70
52 ZD ZIFF DAVIS INC Communication Services 450.0 $16K 0.01% -41.0 -8.3% $35.15 +16.3%
53 PBR PETROLEO BRASILEIRO SA PETRO Energy 1,301.0 $15K 0.01% -23.0 -1.7% $11.85 +72.4%
54 ALC ALCON AG Healthcare 191.0 $15K 0.01% -35.0 -15.5% $78.81 -17.0%
55 UNH UNITEDHEALTH GROUP INC Healthcare 45.0 $15K 0.01% -41.0 -47.7% $330.11 +17.3%
56 STM STMICROELECTRONICS N V Technology 567.0 $15K 0.01% -387.0 -40.6% $25.94 +133.2%
57 FTS FORTIS INC Utilities 260.0 $14K 0.01% -27.0 -9.4% $51.94 +6.2%
58 HON HONEYWELL INTL INC Industrials 67.0 $13K 0.01% -6.0 -8.2% $195.10 +11.3%
59 DOX AMDOCS LTD Technology 157.0 $13K 0.01% -199.0 -55.9% $80.52 -23.6%
60 HCKT HACKETT GROUP INC Technology 640.0 $13K 0.01% -636.0 -49.8% $19.63 -51.1%
Page 3 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%