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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 45 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 330.0 $2K 0.00% $4.74 +5.6%
882 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 17.0 $2K 0.00% $88.65 -28.1%
883 KBH KB HOME Consumer Cyclical 24.0 $2K 0.00% $62.62 -16.6%
884 CXT CRANE NXT CO Industrials 29.0 $1K 0.00% $51.17 -2.2%
885 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 50.0 $1K 0.00% $29.54 -4.8%
886 EXPD EXPEDITORS INTL WASH INC Industrials 9.0 $1K 0.00% $163.00 +15.8%
887 CMI CUMMINS INC Industrials 2.0 $1K 0.00% NEW $713.50 -21.4%
888 GCT GIGACLOUD TECHNOLOGY INC Technology 45.0 $1K 0.00% $31.60 +63.8%
889 FUTY FIDELITY COVINGTON TRUST 24.0 $1K 0.00% $58.46 -4.8%
890 MANH MANHATTAN ASSOCIATES INC Technology 10.0 $1K 0.00% $139.30 +53.5%
891 GPRK GEOPARK LTD Energy 152.0 $1K 0.00% $9.11 +27.0%
892 HNI HNI CORP Industrials 34.0 $1K -203.0 -85.7% $40.41 +22.9%
893 DEO DIAGEO PLC Consumer Defensive 17.0 $1K NEW $80.41 +10.9%
894 BAK BRASKEM SA Basic Materials 549.0 $1K $2.44 -22.6%
895 PLAB PHOTRONICS INC Technology 41.0 $1K $32.54 -10.5%
896 BHC BAUSCH HEALTH COS INC Healthcare 268.0 $1K $4.93 +33.0%
897 STN STANTEC INC Industrials 19.0 $1K -26.0 -57.8% $68.95 +6.6%
898 DHI D R HORTON INC Consumer Cyclical 8.0 $1K $163.00 -12.4%
899 SON SONOCO PRODS CO Consumer Cyclical 23.0 $1K NEW $56.39 -7.9%
900 DOW DOW HLDGS INC Basic Materials 47.0 $1K NEW $27.36 +7.6%
Page 45 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%