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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 40 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DDS DILLARDS INC Consumer Cyclical 7.0 $4K 0.00% $528.43 +24.3%
782 CE CELANESE CORP DEL Basic Materials 79.0 $4K 0.00% NEW $46.00 -2.9%
783 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 139.0 $4K 0.00% +30.0 +27.5% $26.09 +30.1%
784 BK BANK OF NY MELLON CORP Financial Services 25.0 $4K 0.00% $144.64 -1.9%
785 CI THE CIGNA GROUP Healthcare 13.0 $4K 0.00% NEW $275.69 +2.5%
786 XME SPDR SERIES TRUST 33.0 $4K 0.00% NEW $106.94 +10.9%
787 FIG FIGMA INC Technology 195.0 $4K 0.00% $18.09 +33.3%
788 WTRG ESSENTIAL UTILS INC Utilities 92.0 $4K 0.00% $38.32 +8.8%
789 VET VERMILION ENERGY INC Energy 376.0 $4K 0.00% $9.37 +37.0%
790 COPX GLOBAL X FDS 46.0 $4K 0.00% NEW $76.28 +18.8%
791 SEZL SEZZLE INC Financial Services 20.0 $3K 0.00% $171.65 -29.8%
792 GIB CGI INC Technology 53.0 $3K 0.00% -473.0 -89.9% $64.58 +14.0%
793 ONTO ONTO INNOVATION INC Technology 9.0 $3K 0.00% $378.56 -29.2%
794 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 171.0 $3K 0.00% $19.89 +21.1%
795 ODC OIL DRI CORP AMER Basic Materials 33.0 $3K 0.00% $102.21 -14.0%
796 WPC WP CAREY INC Real Estate 47.0 $3K 0.00% $71.51 -1.6%
797 RELX RELX PLC Communication Services 106.0 $3K 0.00% -28.0 -20.9% $31.68 +12.1%
798 CNS COHEN & STEERS INC Financial Services 44.0 $3K 0.00% $76.16 +4.9%
799 OEC ORION S.A. Basic Materials 496.0 $3K 0.00% NEW $6.63 -8.2%
800 GIS GENERAL MILLS INC Consumer Defensive 94.0 $3K 0.00% -40.0 -29.9% $34.81 +10.0%
Page 40 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%