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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $244M AUM 1,112 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New 194 Added 111 Reduced 94 Exited
Page 32 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BELFB BEL FUSE INC Technology 46.0 $8K 0.00% $169.63 +50.2%
622 PANW PALO ALTO NETWORKS INC Technology 42.0 $8K 0.00% $184.21 +30.4%
623 BHP BHP GROUP LTD Basic Materials 126.0 $8K 0.00% +42.0 +50.0% $60.37 +38.4%
624 CNI CANADIAN NATL RY CO Industrials 76.0 $8K 0.00% +51.0 +204.0% $98.86 +14.5%
625 TEM TEMPUS AI INC Healthcare 127.0 $8K 0.00% $59.06 -22.9%
626 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 52.0 $7K 0.00% -11.0 -17.5% $143.90 +17.4%
627 NTES NETEASE INC Technology 54.0 $7K 0.00% $137.63 -16.8%
628 RC READY CAPITAL CORP Real Estate 3,396.0 $7K 0.00% $2.18 -22.0%
629 VDC VANGUARD WORLD FD 35.0 $7K 0.00% NEW $211.26 +10.4%
630 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 340.0 $7K 0.00% +115.0 +51.1% $21.72 -19.1%
631 EMR EMERSON ELEC CO Industrials 55.0 $7K 0.00% -11.0 -16.7% $132.73 -1.6%
632 FIG FIGMA INC Technology 195.0 $7K 0.00% $37.37 -37.7%
633 LPL LG DISPLAY CO LTD Technology 1,725.0 $7K 0.00% $4.21 +0.2%
634 TELEFONICA S A 1,787.0 $7K 0.00% $4.05
635 ARM ARM HOLDINGS PLC Technology 66.0 $7K 0.00% -33.0 -33.3% $109.32 +134.8%
636 AYI ACUITY INC Industrials 20.0 $7K 0.00% $360.05 -22.5%
637 NMRK NEWMARK GROUP INC Real Estate 415.0 $7K 0.00% $17.34 -19.6%
638 ING ING GROEP N.V. Financial Services 254.0 $7K 0.00% $28.00 +4.4%
639 NEM NEWMONT CORP Basic Materials 71.0 $7K 0.00% NEW $99.86 +5.2%
640 COLB COLUMBIA BKG SYS INC Financial Services 253.0 $7K 0.00% $27.95 +2.8%
Page 32 of 52  ·  1,022 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 32.3%
Technology 21.7%
Consumer Cyclical 11.0%
Communication Services 10.6%
Consumer Defensive 9.4%
Financial Services 6.4%
Healthcare 3.2%
Industrials 3.1%
Energy 1.1%
Utilities 0.7%