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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 12 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NUKZ EXCHANGE TRADED CONCEPTS TRU 824.0 $56K 0.02% $68.16 -3.6%
222 PFF ISHARES TR 1,840.0 $56K 0.02% +2K +820.0% $30.49 -0.4%
223 KR KROGER CO Consumer Defensive 997.0 $55K 0.02% -28.0 -2.7% $55.53 +5.5%
224 EVEREST GROUP LTD 153.0 $55K 0.02% NEW $357.24
225 HCA HCA HEALTHCARE INC Healthcare 140.0 $55K 0.02% +9.0 +6.9% $389.89 +3.9%
226 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 3,835.0 $54K 0.02% +2K +82.4% $14.14 +18.1%
227 LITE LUMENTUM HLDGS INC Technology 63.0 $54K 0.02% $858.06 +2.7%
228 BTQ BTQ TECHNOLOGIES CORP Technology 10,000.0 $54K 0.02% $5.39 -43.9%
229 ILMN ILLUMINA INC Healthcare 303.0 $53K 0.02% +103.0 +51.5% $175.83 +24.1%
230 ACT ENACT HLDGS INC Financial Services 1,143.0 $52K 0.02% $45.71 +7.8%
231 WSM WILLIAMS SONOMA INC Consumer Cyclical 224.0 $52K 0.02% +150.0 +202.7% $233.10 -2.4%
232 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 1,362.0 $52K 0.02% +110.0 +8.8% $38.15 -7.3%
233 USO UNITED STS OIL FD LP Financial Services 487.0 $52K 0.02% $106.44 +33.4%
234 UHS UNIVERSAL HLTH SVCS INC Healthcare 347.0 $52K 0.02% +84.0 +31.9% $148.69 +14.1%
235 KO COCA COLA CO Consumer Defensive 633.0 $51K 0.02% +266.0 +72.5% $81.27 +8.4%
236 SCCO SOUTHERN COPPER CORP Basic Materials 294.0 $51K 0.02% +4.0 +1.4% $174.26 +14.1%
237 FISV FISERV INC Technology 1,043.0 $51K 0.02% +1K +5115.0% $49.05 +8.1%
238 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $51K 0.02% NEW $509.31 +1.1%
239 PH PARKER-HANNIFIN CORP Industrials 52.0 $51K 0.02% $978.13 -1.6%
240 FEDERATED HERMES INC 921.0 $51K 0.02% $55.22
Page 12 of 49  ·  969 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%