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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 54 of 77  ·  1,529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SNX TD SYNNEX CORPORATION Technology 5.0 $1K — NEW — $267.40 -1.6%
1062 TDY TELEDYNE TECHNOLOGIES INC Technology 2.0 $1K — NEW — $667.00 -7.9%
1063 UNFI UNITED NAT FOODS INC Consumer Defensive 29.0 $1K — NEW — $45.66 +0.4%
1064 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 46.0 $1K — NEW — $28.24 +0.7%
1065 RBLX ROBLOX CORP Technology 24.0 $1K — — — $53.83 -13.7%
1066 ZIP ZIPRECRUITER INC Industrials 341.0 $1K — NEW — $3.75 -6.4%
1067 THO THOR INDS INC Consumer Cyclical 17.0 $1K — +7.0 +70.0% $75.18 -4.0%
1068 CNMD CONMED CORP Healthcare 39.0 $1K — NEW — $32.72 +38.7%
1069 DK DELEK US HLDGS INC NEW Energy 25.0 $1K — NEW — $50.80 +33.5%
1070 VOYA VOYA FINANCIAL INC Financial Services 14.0 $1K — NEW — $90.50 +7.5%
1071 MDXG MIMEDX GROUP INC Healthcare 327.0 $1K — NEW — $3.85 +21.3%
1072 NUVB NUVATION BIO INC Healthcare 220.0 $1K — NEW — $5.68 +1.0%
1073 VRRM VERRA MOBILITY CORP Technology 294.0 $1K — NEW — $4.25 -23.8%
1074 WSO WATSCO INC Industrials 3.0 $1K — NEW — $416.67 -23.9%
1075 CVSA COVISTA INC Consumer Cyclical 10.0 $1K — NEW — $124.70 -3.2%
1076 QLYS QUALYS INC Technology 9.0 $1K — NEW — $137.44 +25.5%
1077 SCZ ISHARES TR — 15.0 $1K — — — $82.27 +3.8%
1078 SONO SONOS INC Technology 91.0 $1K — NEW — $13.53 +34.4%
1079 OGN ORGANON & CO Healthcare 90.0 $1K — NEW — $13.54 +1.4%
1080 EBS EMERGENT BIOSOLUTIONS INC Healthcare 145.0 $1K — NEW — $8.38 -19.0%
Page 54 of 77  ·  1,529 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%