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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 4 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RNG RINGCENTRAL INC Technology 434.0 $13K 0.01% -40.0 -8.4% $28.88 +40.3%
62 DOCU DOCUSIGN INC Technology 181.0 $12K 0.01% -114.0 -38.6% $68.40 -29.9%
63 UPS UNITED PARCEL SERVICE INC Industrials 124.0 $12K 0.01% -31.0 -20.0% $99.19 -3.6%
64 WAB WABTEC Industrials 57.0 $12K 0.01% -10.0 -14.9% $213.47 +22.7%
65 ASIX ADVANSIX INC Basic Materials 678.0 $12K 0.01% -43.0 -6.0% $17.30 +23.0%
66 TTD THE TRADE DESK INC Technology 300.0 $11K 0.01% -19.0 -6.0% $37.96 -43.7%
67 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 575.0 $11K 0.01% -951.0 -62.3% $19.71 -32.1%
68 BCE BCE INC Communication Services 475.0 $11K 0.01% -35.0 -6.9% $23.82 -0.7%
69 AWK AMERICAN WTR WKS CO INC NEW Utilities 83.0 $11K 0.00% -14.0 -14.4% $130.51 -3.6%
70 INTU INTUIT Technology 16.0 $11K 0.00% -3.0 -15.8% $662.44 -40.8%
71 HIMX HIMAX TECHNOLOGIES INC Technology 1,238.0 $10K 0.00% -172.0 -12.2% $8.19 +122.9%
72 HNI HNI CORP Industrials 237.0 $10K 0.00% -20.0 -7.8% $42.04 -27.6%
73 PINS PINTEREST INC Communication Services 338.0 $9K 0.00% -312.0 -48.0% $25.89 -24.5%
74 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 52.0 $7K 0.00% -11.0 -17.5% $143.90 +13.8%
75 EMR EMERSON ELEC CO Industrials 55.0 $7K 0.00% -11.0 -16.7% $132.73 -0.3%
76 ARM ARM HOLDINGS PLC Technology 66.0 $7K 0.00% -33.0 -33.3% $109.32 +92.2%
77 LOPE GRAND CANYON ED INC Consumer Defensive 41.0 $7K 0.00% -35.0 -46.0% $166.32 -4.0%
78 MOMO HELLO GROUP INC Communication Services 998.0 $7K 0.00% -502.0 -33.5% $6.55 -7.9%
79 BCC BOISE CASCADE CO DEL Basic Materials 86.0 $6K 0.00% -46.0 -34.9% $73.60 -10.0%
80 GIS GENERAL MLS INC Consumer Defensive 134.0 $6K 0.00% -8.0 -5.6% $46.50 -29.1%
Page 4 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%