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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 43 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CB CHUBB LIMITED Financial Services 7.0 $2K 0.00% $340.86 +0.2%
842 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 116.0 $2K 0.00% +52.0 +81.2% $20.18 +14.9%
843 FTDR FRONTDOOR INC Consumer Cyclical 30.0 $2K 0.00% $77.60 +6.4%
844 GIII G III APPAREL GROUP LTD Consumer Cyclical 69.0 $2K 0.00% $33.71 -17.7%
845 TOL TOLL BROTHERS INC Consumer Cyclical 14.0 $2K 0.00% +5.0 +55.6% $164.79 -14.0%
846 VLTO VERALTO CORP Industrials 26.0 $2K 0.00% $88.69 +8.6%
847 EMBJ EMBRAER S.A. Industrials 36.0 $2K 0.00% $63.81 +15.7%
848 CCU COMPANIA CERVECERIAS UNIDAS Consumer Defensive 205.0 $2K 0.00% +3.0 +1.5% $11.20 +6.1%
849 ZTO ZTO EXPRESS CAYMAN INC Industrials 99.0 $2K 0.00% $22.38 -6.4%
850 ENIC ENEL CHILE SA Utilities 482.0 $2K 0.00% $4.50 -1.1%
851 ENR ENERGIZER HLDGS INC Industrials 100.0 $2K 0.00% NEW $21.44 -1.0%
852 BMY BRISTOL-MYERS SQUIBB CO Healthcare 37.0 $2K 0.00% $57.62 +16.0%
853 BNL BROADSTONE NET LEASE INC Real Estate 103.0 $2K 0.00% $20.68 +0.6%
854 HTGC HERCULES CAPITAL INC Financial Services 135.0 $2K 0.00% -701.0 -83.8% $15.77 +11.8%
855 GD GENERAL DYNAMICS CORP Industrials 6.0 $2K 0.00% $354.33 +1.4%
856 BW LPG LTD 121.0 $2K 0.00% -111.0 -47.8% $17.44
857 DVN DEVON ENERGY CORP NEW Energy 51.0 $2K 0.00% $41.33 +16.3%
858 CSIQ CANADIAN SOLAR INC Energy 130.0 $2K 0.00% $16.02 -17.5%
859 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1.0 $2K 0.00% $2081.00 +6.1%
860 OPFI OPPFI INC Technology 209.0 $2K 0.00% NEW $9.93 -25.3%
Page 43 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%