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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 41 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 YUMC YUM CHINA HLDGS INC Consumer Cyclical 80.0 $3K 0.00% +16.0 +25.0% $40.88 +6.7%
802 BBY BEST BUY INC Consumer Cyclical 42.0 $3K 0.00% NEW $75.88 +19.0%
803 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 43.0 $3K 0.00% $74.05 +3.2%
804 PIPR PIPER SANDLER COMPANIES Financial Services 44.0 $3K 0.00% NEW $72.34 +6.5%
805 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 234.0 $3K 0.00% NEW $13.55 +3.2%
806 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 61.0 $3K 0.00% +15.0 +32.6% $51.61 +3.5%
807 CVLT COMMVAULT SYS INC Technology 22.0 $3K 0.00% -20.0 -47.6% $141.77 -3.8%
808 DOLE DOLE PLC Consumer Defensive 224.0 $3K 0.00% $13.72 +2.1%
809 SCHL SCHOLASTIC CORP Communication Services 66.0 $3K 0.00% $46.00 -22.5%
810 ITB ISHARES TR 29.0 $3K 0.00% +9.0 +45.0% $104.48 -10.1%
811 MCK MCKESSON CORP Healthcare 4.0 $3K 0.00% $755.75 +20.1%
812 NEWT NEWTEKONE INC Financial Services 203.0 $3K 0.00% $14.81 -16.0%
813 GOOS CANADA GOOSE HLDGS INC Consumer Cyclical 311.0 $3K 0.00% -100.0 -24.3% $9.51 -14.4%
814 PTON PELOTON INTERACTIVE INC Consumer Cyclical 500.0 $3K 0.00% $5.91 -8.6%
815 APA APA CORPORATION Energy 90.0 $3K 0.00% +53.0 +143.2% $32.58 +31.3%
816 VRRM VERRA MOBILITY CORP Technology 683.0 $3K 0.00% NEW $4.25 -4.2%
817 BLK BLACKROCK INC Financial Services 3.0 $3K 0.00% $961.67 +16.7%
818 FAST FASTENAL CO Industrials 60.0 $3K 0.00% $48.03 +3.3%
819 VRTS VIRTUS INVT PARTNERS INC Financial Services 20.0 $3K 0.00% NEW $143.50 +11.1%
820 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 57.0 $3K 0.00% $49.98 +10.5%
Page 41 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%