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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 17 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TROW PRICE T ROWE GROUP INC Financial Services 271.0 $31K 0.01% +91.0 +50.6% $113.69 -3.4%
322 NNN NNN REIT INC Real Estate 653.0 $30K 0.01% -29.0 -4.2% $46.53 -4.1%
323 PD PAGERDUTY INC Technology 3,142.0 $30K 0.01% NEW $9.65 +41.1%
324 SBR SABINE RTY TR Energy 413.0 $30K 0.01% -24.0 -5.5% $73.20 +2.1%
325 ED CONSOLIDATED EDISON INC Utilities 270.0 $30K 0.01% -45.0 -14.3% $110.63 -3.0%
326 ELF E L F BEAUTY INC Consumer Defensive 400.0 $30K 0.01% NEW $74.00 +48.2%
327 IDXX IDEXX LABS INC Healthcare 56.0 $29K 0.01% $526.45 +1.7%
328 BIDU BAIDU INC Communication Services 257.0 $29K 0.01% $114.29 -13.0%
329 INVA INNOVIVA INC Healthcare 1,288.0 $29K 0.01% +309.0 +31.6% $22.71 -6.1%
330 TASK TASKUS INC Technology 6,121.0 $29K 0.01% NEW $4.68 +69.0%
331 BBAI BIGBEAR AI HLDGS INC Technology 7,802.0 $29K 0.01% NEW $3.67 -20.2%
332 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 318.0 $29K 0.01% +77.0 +31.9% $90.01 +66.3%
333 SNPS SYNOPSYS INC Technology 64.0 $29K 0.01% -16.0 -20.0% $446.09 -11.7%
334 NICE NICE LTD Technology 313.0 $28K 0.01% NEW $90.85 +16.1%
335 CVLG COVENANT LOGISTICS GROUP INC Industrials 642.0 $28K 0.01% $44.18 -20.7%
336 AMGN AMGEN INC Healthcare 78.0 $28K 0.01% -58.0 -42.6% $362.13 +20.7%
337 OTEX OPEN TEXT CORP Technology 1,274.0 $28K 0.01% -366.0 -22.3% $22.15 +8.1%
338 CHKP CHECK POINT SOFTWARE TECH LT Technology 214.0 $28K 0.01% +44.0 +25.9% $131.43 +4.3%
339 NOMD NOMAD FOODS LTD Consumer Defensive 2,566.0 $28K 0.01% +514.0 +25.1% $10.95 +6.3%
340 SHOP SHOPIFY INC Technology 244.0 $28K 0.01% -136.0 -35.8% $114.18 +27.1%
Page 17 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%