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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
Q2 2026 Q4 2025 · All 142 New 194 Added 111 Reduced
Page 35 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 TEAM ATLASSIAN CORPORATION Technology 37.0 $6K 0.00% -48.0 -56.5% $162.16 +16.9%
682 TEX TEREX CORP NEW Industrials 111.0 $6K 0.00% $53.39 +18.4%
683 MRNA MODERNA INC Healthcare 200.0 $6K 0.00% $29.49 +393.6%
684 THRM GENTHERM INC Consumer Cyclical 161.0 $6K 0.00% $36.37 +11.9%
685 SAM BOSTON BEER INC Consumer Defensive 30.0 $6K 0.00% NEW $195.13 -13.5%
686 OHI OMEGA HEALTHCARE INVS INC Real Estate 132.0 $6K 0.00% $44.34 +4.6%
687 LIVN LIVANOVA PLC Healthcare 95.0 $6K 0.00% $61.54 +33.1%
688 PUK PRUDENTIAL PLC Financial Services 187.0 $6K 0.00% $31.12 -10.8%
689 MFA MFA FINL INC Real Estate 625.0 $6K 0.00% $9.31 -3.9%
690 ENVA ENOVA INTL INC Financial Services 37.0 $6K 0.00% $157.22 +46.7%
691 UGP ULTRAPAR PARTICIPACOES SA Energy 1,534.0 $6K 0.00% +437.0 +39.8% $3.77 +93.1%
692 M MACYS INC Consumer Cyclical 262.0 $6K 0.00% $22.05 +4.5%
693 STKL SUNOPTA INC Consumer Defensive 1,517.0 $6K 0.00% +858.0 +130.2% $3.80 +71.0%
694 ARTNA ARTESIAN RES CORP Utilities 182.0 $6K 0.00% NEW $31.62 +14.5%
695 CNXC CONCENTRIX CORP Technology 138.0 $6K 0.00% -287.0 -67.5% $41.59 -22.7%
696 GPN GLOBAL PMTS INC Industrials 74.0 $6K 0.00% $77.41 +19.6%
697 MOH MOLINA HEALTHCARE INC Healthcare 33.0 $6K 0.00% +13.0 +65.0% $173.55 +15.7%
698 BRC BRADY CORP Industrials 73.0 $6K 0.00% $78.38 +15.1%
699 PODD INSULET CORP Healthcare 20.0 $6K 0.00% $284.25 -48.1%
700 NMR NOMURA HLDGS INC Financial Services 677.0 $6K 0.00% $8.39 +26.9%
Page 35 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 34.1%
Technology 22.9%
Consumer Cyclical 11.6%
Consumer Defensive 9.9%
Financial Services 6.8%
Communication Services 5.7%
Healthcare 3.4%
Industrials 3.3%
Energy 1.2%
Utilities 0.7%