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Portfolio (Quarterly) Guide ↗

Wealth Enhancement Trust Services, Inc.

· CIK 0002067696
13F Portfolio $900M AUM 1,903 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 781 New 292 Added 219 Reduced
Page 5 of 40  ·  781 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MANH MANHATTAN ASSOCIATES INC Technology 128.0 $18K 0.00% NEW — $139.25 +48.0%
82 GM GENERAL MTRS CO Consumer Cyclical 230.0 $18K 0.00% NEW — $77.08 +7.2%
83 FAF FIRST AMERN FINL CORP Financial Services 250.0 $17K 0.00% NEW — $68.59 -3.4%
84 BEN FRANKLIN RESOURCES INC Financial Services 511.0 $17K 0.00% NEW — $33.27 -0.8%
85 CAG CONAGRA BRANDS INC Consumer Defensive 1,254.0 $17K 0.00% NEW — $13.46 +6.4%
86 HUBS HUBSPOT INC Technology 87.0 $16K 0.00% NEW — $182.51 +17.1%
87 HPQ HP INC Technology 710.0 $16K 0.00% NEW — $21.94 +42.7%
88 AON AON PLC Financial Services 46.0 $15K 0.00% NEW — $331.70 -16.2%
89 PCTY PAYLOCITY HLDG CORP Technology 144.0 $15K 0.00% NEW — $104.53 +37.1%
90 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 450.0 $15K 0.00% NEW — $33.39 -56.6%
91 HR HEALTHCARE RLTY TR Real Estate 743.0 $15K 0.00% NEW — $20.17 -10.5%
92 HPE HEWLETT PACKARD ENTERPRISE C Technology 330.0 $15K 0.00% NEW — $45.11 +39.5%
93 CBOE CBOE GLOBAL MKTS INC Financial Services 61.0 $15K 0.00% NEW — $242.67 +6.3%
94 NNN NNN REIT INC Real Estate 315.0 $15K 0.00% NEW — $46.53 -11.2%
95 DAR DARLING INGREDIENTS INC Consumer Defensive 263.0 $14K 0.00% NEW — $54.62 +12.2%
96 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 59.0 $14K 0.00% NEW — $240.97 -1.3%
97 FRT FEDERAL RLTY INVT TR NEW Real Estate 114.0 $14K 0.00% NEW — $123.44 -10.5%
98 FFIV F5 INC Technology 33.0 $14K 0.00% NEW — $415.97 +6.5%
99 NVR NVR INC Consumer Cyclical 2.0 $14K 0.00% NEW — $6813.50 -7.6%
100 CSGP COSTAR GROUP INC Real Estate 481.0 $14K 0.00% NEW — $28.32 -0.8%
Page 5 of 40  ·  781 positions

① 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
Technology 33.5%
Financial Services 17.8%
Healthcare 10.8%
Communication Services 8.5%
Consumer Cyclical 8.4%
Industrials 7.1%
Consumer Defensive 6.0%
Energy 3.0%
Basic Materials 2.3%
Utilities 1.5%