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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 43 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BBUC BROOKFIELD BUSINESS CORP Financial Services 80.0 $3K 0.00% $35.89 -7.1%
842 SSL SASOL LTD Basic Materials 432.0 $3K 0.00% NEW $6.51 +105.3%
843 CIEN CIENA CORP Technology 12.0 $3K 0.00% $233.92 +126.0%
844 RCMT RCM TECHNOLOGIES INC Industrials 137.0 $3K 0.00% NEW $20.45 +6.4%
845 MPC MARATHON PETE CORP Energy 17.0 $3K 0.00% $162.65 +58.4%
846 CNS COHEN & STEERS INC Financial Services 44.0 $3K 0.00% $62.80 +14.5%
847 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 171.0 $3K 0.00% $15.87 +22.6%
848 BEKE KE HLDGS INC Real Estate 170.0 $3K 0.00% NEW $15.76 +21.6%
849 FERG FERGUSON ENTERPRISES INC Industrials 12.0 $3K 0.00% $222.67 -3.5%
850 ROL ROLLINS INC Consumer Cyclical 44.0 $3K 0.00% NEW $60.02 -9.6%
851 HUT 8 CORP 57.0 $3K 0.00% $45.95
852 MASI MASIMO CORP Healthcare 20.0 $3K 0.00% $130.10 +37.4%
853 VLTO VERALTO CORP Industrials 26.0 $3K 0.00% $99.81 -13.9%
854 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 202.0 $3K 0.00% $12.76 -10.3%
855 THG HANOVER INS GROUP INC Financial Services 14.0 $3K 0.00% NEW $182.79 +6.4%
856 DGNX DIGINEX LTD Technology 608.0 $3K 0.00% $4.17 -77.2%
857 DRS LEONARDO DRS INC Industrials 74.0 $3K 0.00% NEW $34.09 +24.7%
858 DIVERSIFIED ENERGY CO 174.0 $3K 0.00% NEW $14.48
859 ATS CORPORATION 89.0 $2K 0.00% $27.55
860 WPP WPP PLC NEW Communication Services 108.0 $2K 0.00% NEW $22.46 -17.6%
Page 43 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%