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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 27 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 417.0 $13K 0.01% $30.61 -3.9%
522 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 127.0 $13K 0.01% $100.07 +5.7%
523 HIG HARTFORD INSURANCE GROUP INC Financial Services 95.0 $13K 0.01% $132.53 +4.4%
524 OSK OSHKOSH CORP Industrials 82.0 $13K 0.01% $153.49 +2.3%
525 OUTFRONT MEDIA INC 382.0 $13K 0.01% $32.76
526 TXT TEXTRON INC Industrials 136.0 $12K 0.01% $91.74 -13.8%
527 VICI VICI PPTYS INC Real Estate 469.0 $12K 0.01% -760.0 -61.8% $26.55 -4.3%
528 VST VISTRA CORP Utilities 78.0 $12K 0.00% $158.64 -5.9%
529 PANW PALO ALTO NETWORKS INC Technology 36.0 $12K 0.00% -6.0 -14.3% $341.03 -2.3%
530 BGC BGC GROUP INC Financial Services 1,148.0 $12K 0.00% -18.0 -1.5% $10.69 +13.8%
531 HIW HIGHWOODS PPTYS INC Real Estate 405.0 $12K 0.00% $30.16 +3.4%
532 YUM YUM BRANDS INC Consumer Cyclical 76.0 $12K 0.00% -54.0 -41.5% $159.87 -5.7%
533 HMY HARMONY GOLD MNG LTD Basic Materials 788.0 $12K 0.00% $15.21 +33.3%
534 LAUR LAUREATE ED INC Consumer Defensive 330.0 $12K 0.00% $36.32 +1.2%
535 GEO GEO GROUP INC Industrials 405.0 $12K 0.00% $29.55 +7.5%
536 FICO FAIR ISAAC CORP Technology 10.0 $12K 0.00% $1194.80 -22.0%
537 HSTM HEALTHSTREAM INC Healthcare 437.0 $12K 0.00% NEW $27.25 +7.1%
538 XYF X FINL Financial Services 2,429.0 $12K 0.00% +2K +1586.8% $4.84 +14.2%
539 DUK DUKE ENERGY CORP NEW Utilities 92.0 $12K 0.00% -10.0 -9.8% $126.59 -5.0%
540 AMH AMERICAN HOMES 4 RENT Real Estate 346.0 $12K 0.00% NEW $33.52 -3.1%
Page 27 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%