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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 41 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MTCH MATCH GROUP INC NEW Communication Services 104.0 $3K 0.00% -24.0 -18.8% $32.30 +29.6%
802 DOLE DOLE PLC Consumer Defensive 224.0 $3K 0.00% $14.99 -6.5%
803 ULH UNIVERSAL LOGISTICS HLDGS IN Industrials 220.0 $3K 0.00% -116.0 -34.5% $15.19 +25.1%
804 BEONE MEDICINES LTD 11.0 $3K 0.00% $303.82
805 YB YUANBAO INC Financial Services 164.0 $3K 0.00% NEW $20.26 -32.3%
806 MCK MCKESSON CORP Healthcare 4.0 $3K 0.00% $820.50 +10.7%
807 TH TARGET HOSPITALITY CORP Industrials 405.0 $3K 0.00% $8.01 +143.6%
808 URI UNITED RENTALS INC Industrials 4.0 $3K 0.00% $809.50 +24.8%
809 SITE CTRS CORP 504.0 $3K 0.00% +244.0 +93.8% $6.42
810 MCHP MICROCHIP TECHNOLOGY INC. Technology 51.0 $3K 0.00% +1.0 +2.0% $63.33 +17.1%
811 BLK BLACKROCK INC Financial Services 3.0 $3K 0.00% $1070.67 +4.8%
812 SNDR SCHNEIDER NATIONAL INC Industrials 121.0 $3K 0.00% $26.54 +32.0%
813 EGHT 8X8 INC NEW Technology 1,625.0 $3K 0.00% -552.0 -25.4% $1.97 -4.1%
814 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 109.0 $3K 0.00% +26.0 +31.3% $29.27 +16.0%
815 XLRE SELECT SECTOR SPDR TR 79.0 $3K 0.00% NEW $40.35 +8.9%
816 BWA BORGWARNER INC Consumer Cyclical 70.0 $3K 0.00% $45.07 +49.9%
817 CIBR FIRST TR EXCHANGE TRADED FD 44.0 $3K 0.00% NEW $71.45 +32.4%
818 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 221.0 $3K 0.00% $14.21 +10.7%
819 VET VERMILION ENERGY INC Energy 376.0 $3K 0.00% $8.34 +53.9%
820 PSX PHILLIPS 66 Energy 24.0 $3K 0.00% $129.04 +97.7%
Page 41 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%