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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 42 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 CSIQ CANADIAN SOLAR INC Energy 130.0 $3K 0.00% $23.78 -33.3%
822 REGN REGENERON PHARMACEUTICALS Healthcare 4.0 $3K 0.00% $772.00 -17.8%
823 IMKTA INGLES MKTS INC Consumer Defensive 45.0 $3K 0.00% NEW $68.56 +28.7%
824 PTON PELOTON INTERACTIVE INC Consumer Cyclical 500.0 $3K 0.00% $6.16 -15.7%
825 YUMC YUM CHINA HLDGS INC Consumer Cyclical 64.0 $3K 0.00% NEW $47.75 -4.5%
826 GRNT GRANITE RIDGE RESOURCES INC Energy 649.0 $3K 0.00% +387.0 +147.7% $4.70 +23.1%
827 BW LPG LTD 232.0 $3K 0.00% $13.10
828 HLN HALEON PLC Healthcare 300.0 $3K 0.00% -350.0 -53.9% $10.11 -8.9%
829 TKR TIMKEN CO Industrials 36.0 $3K 0.00% $84.14 +30.6%
830 WPC WP CAREY INC Real Estate 47.0 $3K 0.00% NEW $64.36 +16.0%
831 ARCO ARCOS DORADOS HOLDINGS INC Consumer Cyclical 408.0 $3K 0.00% NEW $7.34 +10.7%
832 MGEE MGE ENERGY INC Utilities 38.0 $3K 0.00% $78.42 -3.4%
833 CAMT CAMTEK LTD Technology 28.0 $3K 0.00% $106.36 +44.0%
834 CPRX CATALYST PHARMACEUTICALS INC Healthcare 127.0 $3K 0.00% +88.0 +225.6% $23.35 +33.7%
835 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 43.0 $3K 0.00% $68.81 +17.7%
836 CMCO COLUMBUS MCKINNON CORP N Y Industrials 170.0 $3K 0.00% $17.25 -20.8%
837 CHTR CHARTER COMMUNICATIONS INC N Communication Services 14.0 $3K 0.00% -12.0 -46.1% $208.86 -32.7%
838 BK BANK NEW YORK MELLON CORP Financial Services 25.0 $3K 0.00% $116.12 +18.5%
839 MAREX GROUP PLC 75.0 $3K 0.00% $38.36
840 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 46.0 $3K 0.00% $62.48 -11.2%
Page 42 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%