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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 16 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 JOYY JOYY INC Communication Services 512.0 $34K 0.01% $65.99 +13.7%
302 HPE HEWLETT PACKARD ENTERPRISE C Technology 747.0 $34K 0.01% -910.0 -54.9% $45.11 +15.3%
303 MCB METROPOLITAN BK HLDG CORP Financial Services 340.0 $34K 0.01% $98.76 -5.6%
304 LNTH LANTHEUS HLDGS INC Healthcare 300.0 $33K 0.01% $110.94 -9.0%
305 TLK TELEKOMUNIKASI IND Communication Services 2,478.0 $33K 0.01% -1K -34.9% $13.43 +10.6%
306 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 858.0 $33K 0.01% +215.0 +33.4% $38.73 +60.9%
307 UNM UNUM GROUP Financial Services 370.0 $33K 0.01% $89.40 +7.2%
308 CERT CERTARA INC Healthcare 5,000.0 $33K 0.01% +2K +42.9% $6.55 +21.2%
309 GL GLOBE LIFE INC Financial Services 182.0 $33K 0.01% $178.68 -2.5%
310 VNT VONTIER CORPORATION Technology 1,100.0 $32K 0.01% -236.0 -17.7% $29.00 +14.8%
311 TDC TERADATA CORP DEL Technology 917.0 $32K 0.01% -50.0 -5.2% $34.65 -19.1%
312 EXEL EXELIXIS INC Healthcare 583.0 $32K 0.01% $54.41 +8.5%
313 ROK ROCKWELL AUTOMATION INC Industrials 64.0 $32K 0.01% $495.09 -12.4%
314 OPY OPPENHEIMER HLDGS INC Financial Services 300.0 $32K 0.01% $105.54 +16.4%
315 DOCU DOCUSIGN INC Technology 708.0 $31K 0.01% +527.0 +291.2% $44.42 +54.0%
316 NVO NOVO-NORDISK A S Healthcare 656.0 $31K 0.01% +118.0 +21.9% $47.94 -2.8%
317 XLY SELECT SECTOR SPDR TR 267.0 $31K 0.01% +9.0 +3.5% $117.28 -2.0%
318 LIN LINDE PLC Basic Materials 60.0 $31K 0.01% $518.95 -8.0%
319 NEU NEWMARKET CORP Basic Materials 39.0 $31K 0.01% $791.26 +11.8%
320 MA MASTERCARD INCORPORATED Financial Services 60.0 $31K 0.01% -15.0 -20.0% $513.60 +12.8%
Page 16 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%