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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 40 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CRC CALIFORNIA RES CORP Energy 88.0 $4K 0.00% $44.72 +39.3%
782 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,944.0 $4K 0.00% $2.00 +11.3%
783 LMT LOCKHEED MARTIN CORP Industrials 8.0 $4K 0.00% $483.75 +8.4%
784 DIGI PWR X INC 1,500.0 $4K 0.00% NEW $2.55
785 GGB GERDAU SA Basic Materials 1,035.0 $4K 0.00% $3.69 +24.5%
786 PIPER SANDLER COMPANIES 11.0 $4K 0.00% $339.73
787 AEM AGNICO EAGLE MINES LTD Basic Materials 22.0 $4K 0.00% $169.55 +3.4%
788 ITW ILLINOIS TOOL WKS INC Industrials 15.0 $4K 0.00% $246.33 +0.7%
789 MED MEDIFAST INC Consumer Cyclical 339.0 $4K 0.00% +163.0 +92.6% $10.68 +15.8%
790 SNX TD SYNNEX CORPORATION Technology 24.0 $4K 0.00% $150.25 +50.5%
791 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 294.0 $4K 0.00% NEW $12.26 -8.0%
792 THO THOR INDS INC Consumer Cyclical 35.0 $4K 0.00% $102.69 -30.2%
793 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 66.0 $4K 0.00% NEW $54.18 -17.9%
794 JEF JEFFERIES FINL GROUP INC Financial Services 57.0 $4K 0.00% $61.98 -16.0%
795 WTRG ESSENTIAL UTILS INC Utilities 92.0 $4K 0.00% $38.37 -2.9%
796 DDL DINGDONG CAYMAN LTD Consumer Defensive 1,399.0 $3K 0.00% NEW $2.49 +3.2%
797 HALO HALOZYME THERAPEUTICS INC Healthcare 51.0 $3K 0.00% $67.31 +2.3%
798 ATKR ATKORE INC Industrials 54.0 $3K 0.00% $63.26 +13.3%
799 INDIVIOR PLC 95.0 $3K 0.00% $35.88
800 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 44.0 $3K 0.00% NEW $76.68 +13.2%
Page 40 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%