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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 18 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 APP APPLOVIN CORP Technology 54.0 $28K 0.01% +7.0 +14.9% $515.24 -37.8%
342 LOW LOWES COS INC Consumer Cyclical 125.0 $28K 0.01% $220.50 -7.3%
343 JHG JANUS HENDERSON GROUP PLC Financial Services 526.0 $27K 0.01% $51.95 -0.0%
344 SNN SMITH & NEPHEW PLC Healthcare 942.0 $27K 0.01% $28.81 +0.2%
345 RNG RINGCENTRAL INC Technology 693.0 $27K 0.01% +259.0 +59.7% $38.98 +88.3%
346 CHTR CHARTER COMMUNICATIONS INC Communication Services 189.0 $27K 0.01% +175.0 +1250.0% $142.22 +6.9%
347 GNTX GENTEX CORP Consumer Cyclical 1,059.0 $27K 0.01% +165.0 +18.5% $25.27 -8.4%
348 FFIV F5 INC Technology 64.0 $27K 0.01% $415.97 -6.1%
349 SSTK SHUTTERSTOCK INC Communication Services 1,907.0 $27K 0.01% $13.95 -58.9%
350 DBX DROPBOX INC Technology 962.0 $26K 0.01% -1K -59.2% $27.47 +26.8%
351 EVRG EVERGY INC Utilities 304.0 $26K 0.01% $86.43 -5.7%
352 PSO PEARSON PLC Communication Services 1,653.0 $26K 0.01% -89.0 -5.1% $15.89 +0.6%
353 CX CEMEX SA EURO MTN BE 144A Basic Materials 2,185.0 $26K 0.01% -2K -41.3% $12.00 -8.1%
354 HPQ HP INC Technology 1,193.0 $26K 0.01% +283.0 +31.1% $21.94 +48.8%
355 CNO CNO FINL GROUP INC Financial Services 509.0 $26K 0.01% $50.98 +11.3%
356 ACGL ARCH CAP GROUP LTD Financial Services 264.0 $26K 0.01% -64.0 -19.5% $97.06 +1.1%
357 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 756.0 $26K 0.01% $33.88 +7.3%
358 PYPL PAYPAL HLDGS INC Financial Services 593.0 $26K 0.01% +128.0 +27.5% $43.18 +27.3%
359 BCE BCE INC Communication Services 1,178.0 $25K 0.01% +703.0 +148.0% $21.51 +10.0%
360 UBS UBS GROUP AG Financial Services 509.0 $25K 0.01% $49.56 +11.7%
Page 18 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%