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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 32 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HCC WARRIOR MET COAL INC Energy 99.0 $8K 0.00% $81.16 +28.7%
622 MPTI M-TRON INDS INC Technology 81.0 $8K 0.00% $99.16 -24.8%
623 FOR FORESTAR GROUP INC Real Estate 252.0 $8K 0.00% $31.65 -11.9%
624 ING ING GROEP N.V. Financial Services 254.0 $8K 0.00% $31.38 +18.5%
625 EMR EMERSON ELEC CO Industrials 55.0 $8K 0.00% $143.16 +6.7%
626 LIVN LIVANOVA PLC Healthcare 95.0 $8K 0.00% $82.23 -0.4%
627 EQH EQUITABLE HLDGS INC Financial Services 178.0 $8K 0.00% $43.88 +20.7%
628 TFII TFI INTERNATIONAL INC Industrials 54.0 $8K 0.00% $143.57 -4.5%
629 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 960.0 $8K 0.00% +552.0 +135.3% $8.06 +1.4%
630 RIGL RIGEL PHARMACEUTICALS INC Healthcare 197.0 $8K 0.00% NEW $39.12 +24.4%
631 PBYI PUMA BIOTECHNOLOGY INC Healthcare 950.0 $8K 0.00% -206.0 -17.8% $8.11 +17.7%
632 UGP ULTRAPAR PARTICIPACOES SA Energy 1,534.0 $8K 0.00% $5.02 +45.0%
633 EVER EVERQUOTE INC Communication Services 322.0 $8K 0.00% +271.0 +531.4% $23.79 +4.7%
634 TX TERNIUM SA Basic Materials 178.0 $8K 0.00% $42.70 +35.8%
635 LWLG LIGHTWAVE LOGIC INC Basic Materials 800.0 $8K 0.00% NEW $9.46 -43.4%
636 AYI ACUITY INC Industrials 20.0 $8K 0.00% $376.70 -11.3%
637 AMT AMERICAN TOWER CORP Real Estate 46.0 $8K 0.00% $163.59 +7.5%
638 HONEYWELL INTL INC 34.0 $8K 0.00% NEW $220.62
639 GFS GLOBALFOUNDRIES INC Technology 91.0 $8K 0.00% -614.0 -87.1% $82.42 -45.1%
640 ENS ENERSYS Industrials 32.0 $7K 0.00% -15.0 -31.9% $233.84 -22.2%
Page 32 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%