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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 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 40.0 $15K 0.01% -24.0 -37.5% $386.75 +5.4%
102 NVTS NAVITAS SEMICONDUCTOR CORP Technology 840.0 $15K 0.01% -1K -58.0% $17.91 -34.1%
103 IBB ISHARES TR 78.0 $15K 0.01% -1.0 -1.3% $190.19 +11.4%
104 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 119.0 $15K 0.01% -8.0 -6.3% $123.12 +31.0%
105 HAMILTON INSURANCE GROUP LTD 428.0 $15K 0.01% -128.0 -23.0% $33.94
106 CMB.TECH NV 1,023.0 $14K 0.01% -204.0 -16.6% $13.99
107 ZD ZIFF DAVIS INC Communication Services 270.0 $14K 0.01% -180.0 -40.0% $52.37 +6.4%
108 OLP ONE LIBERTY PPTYS INC Real Estate 575.0 $14K 0.01% -369.0 -39.1% $24.42 -2.1%
109 EOG EOG RES INC Energy 107.0 $14K 0.01% -11.0 -9.3% $129.74 +11.9%
110 TKC TURKCELL ILETISIM Communication Services 2,316.0 $14K 0.01% -4K -61.4% $5.88 -13.3%
111 OOMA OOMA INC Communication Services 708.0 $14K 0.01% -125.0 -15.0% $19.22 +20.7%
112 WAB WABTEC Industrials 50.0 $13K 0.01% -7.0 -12.3% $269.60 +4.9%
113 VIV TELEFONICA BRASIL SA Communication Services 994.0 $13K 0.01% -80.0 -7.5% $13.16 -11.4%
114 VICI VICI PPTYS INC Real Estate 469.0 $12K 0.01% -760.0 -61.8% $26.55 -4.3%
115 PANW PALO ALTO NETWORKS INC Technology 36.0 $12K 0.00% -6.0 -14.3% $341.03 -2.3%
116 BGC BGC GROUP INC Financial Services 1,148.0 $12K 0.00% -18.0 -1.5% $10.69 +13.8%
117 YUM YUM BRANDS INC Consumer Cyclical 76.0 $12K 0.00% -54.0 -41.5% $159.87 -5.7%
118 DUK DUKE ENERGY CORP NEW Utilities 92.0 $12K 0.00% -10.0 -9.8% $126.59 -5.0%
119 CHT CHUNGHWA TELECOM CO LTD Communication Services 257.0 $11K 0.00% -34.0 -11.7% $44.26 -1.0%
120 DSGX DESCARTES SYS GROUP INC Technology 161.0 $11K 0.00% -113.0 -41.2% $69.24 +14.0%
Page 6 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%