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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 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 +21.3%
782 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,944.0 $4K 0.00% $2.00 +7.0%
783 LMT LOCKHEED MARTIN CORP Industrials 8.0 $4K 0.00% $483.75 +8.6%
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 +34.7%
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 +20.8%
788 ITW ILLINOIS TOOL WKS INC Industrials 15.0 $4K 0.00% $246.33 +9.7%
789 MED MEDIFAST INC Consumer Cyclical 339.0 $4K 0.00% +163.0 +92.6% $10.68 +18.2%
790 SNX TD SYNNEX CORPORATION Technology 24.0 $4K 0.00% $150.25 +74.8%
791 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 294.0 $4K 0.00% NEW $12.26 -10.7%
792 THO THOR INDS INC Consumer Cyclical 35.0 $4K 0.00% $102.69 -25.1%
793 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 66.0 $4K 0.00% NEW $54.18 +68.9%
794 JEF JEFFERIES FINL GROUP INC Financial Services 57.0 $4K 0.00% $61.98 -10.9%
795 WTRG ESSENTIAL UTILS INC Utilities 92.0 $4K 0.00% $38.37 +8.7%
796 DDL DINGDONG CAYMAN LTD Consumer Defensive 1,399.0 $3K 0.00% NEW $2.49 -9.2%
797 HALO HALOZYME THERAPEUTICS INC Healthcare 51.0 $3K 0.00% $67.31 +63.7%
798 ATKR ATKORE INC Industrials 54.0 $3K 0.00% $63.26 +48.2%
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 -42.9%
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 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%