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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 39 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 LMT LOCKHEED MARTIN CORP Industrials 8.0 $4K 0.00% $509.50 +3.1%
762 ITW ILLINOIS TOOL WKS INC Industrials 15.0 $4K 0.00% $270.53 -0.2%
763 PSX PHILLIPS 66 Energy 24.0 $4K 0.00% $169.08 +50.9%
764 LRN STRIDE INC Consumer Defensive 47.0 $4K 0.00% +10.0 +27.0% $86.26 -1.8%
765 G GENPACT LIMITED Technology 147.0 $4K 0.00% -3K -94.6% $27.50 +35.7%
766 GLOB GLOBANT S A Technology 139.0 $4K 0.00% NEW $28.94 +35.2%
767 HALO HALOZYME THERAPEUTICS INC Healthcare 51.0 $4K 0.00% $78.27 +40.8%
768 PPC PILGRIMS PRIDE CORP Consumer Defensive 142.0 $4K 0.00% -119.0 -45.6% $28.11 +8.4%
769 IMKTA INGLES MKTS INC Consumer Defensive 45.0 $4K 0.00% $88.60 -6.2%
770 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 221.0 $4K 0.00% $17.99 -12.5%
771 MTCH MATCH GROUP INC NEW Communication Services 104.0 $4K 0.00% $38.06 +10.0%
772 ZS ZSCALER INC Technology 28.0 $4K 0.00% $141.18 +20.3%
773 ERO ERO COPPER CORP Basic Materials 147.0 $4K 0.00% $26.76 +30.4%
774 LPX LOUISIANA PAC CORP Basic Materials 50.0 $4K 0.00% $78.66 -13.3%
775 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 95.0 $4K 0.00% NEW $41.03 -14.8%
776 CNA CNA FINL CORP Financial Services 80.0 $4K 0.00% -23.0 -22.3% $48.61 -0.3%
777 EPAM EPAM SYS INC Technology 48.0 $4K 0.00% NEW $79.35 +47.5%
778 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 358.0 $4K 0.00% NEW $10.57 -1.3%
779 AN AUTONATION INC Consumer Cyclical 20.0 $4K 0.00% $185.80 +14.3%
780 CALM CAL MAINE FOODS INC Consumer Defensive 46.0 $4K 0.00% -385.0 -89.3% $80.57 -7.4%
Page 39 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%