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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 36 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VALE VALE S A Basic Materials 364.0 $5K 0.00% $15.04 +1.5%
702 HUBG HUB GROUP INC Industrials 125.0 $5K 0.00% -127.0 -50.4% $43.79 -16.2%
703 TTD THE TRADE DESK INC Technology 300.0 $5K 0.00% $18.08 -20.2%
704 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 63.0 $5K 0.00% +37.0 +142.3% $86.10 +13.9%
705 TEAM ATLASSIAN CORPORATION Technology 69.0 $5K 0.00% +32.0 +86.5% $77.80 +143.7%
706 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 226.0 $5K 0.00% $23.58 +15.8%
707 O REALTY INCOME CORP Real Estate 86.0 $5K 0.00% -9.0 -9.5% $61.97 -1.2%
708 HMC HONDA MOTOR CO LTD Consumer Cyclical 196.0 $5K 0.00% -720.0 -78.6% $27.11 +20.5%
709 SF STIFEL FINL CORP Financial Services 76.0 $5K 0.00% +25.0 +49.0% $69.78 +16.8%
710 PRFZ INVESCO EXCHANGE TRADED FD T 95.0 $5K 0.00% $55.78 -1.7%
711 EXPAND ENERGY CORPORATION 58.0 $5K 0.00% $91.21
712 TKR TIMKEN CO Industrials 36.0 $5K 0.00% $145.33 -15.3%
713 FERG FERGUSON ENTERPRISES INC Industrials 22.0 $5K 0.00% +10.0 +83.3% $237.36 -3.8%
714 OTTR OTTER TAIL CORP Utilities 58.0 $5K 0.00% -61.0 -51.3% $89.98 -0.2%
715 SIRI SIRIUSXM HOLDINGS INC Communication Services 175.0 $5K 0.00% +143.0 +446.9% $29.54 -1.9%
716 WDC WESTERN DIGITAL CORP Technology 8.0 $5K 0.00% NEW $638.75 -26.8%
717 QLYS QUALYS INC Technology 37.0 $5K 0.00% -173.0 -82.4% $137.51 +24.8%
718 FN FABRINET Technology 9.0 $5K 0.00% $562.11 -27.5%
719 FCPT FOUR CORNERS PPTY TR INC Real Estate 205.0 $5K 0.00% $24.55 +1.5%
720 MEOH METHANEX CORP Basic Materials 109.0 $5K 0.00% $46.16 +27.2%
Page 36 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%