BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

WMS Group LLC

· CIK 0002113632
13F Portfolio $78M AUM 57 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 57 New
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 1,000.0 $370K 0.48% NEW $370.04 +2.2%
42 SPY STATE STR SPDR S&P 500 ETF T Financial Services 494.0 $369K 0.48% NEW $746.77 +2.6%
43 REGL PROSHARES TR 4,000.0 $366K 0.47% NEW $91.57 +2.6%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 375.0 $351K 0.45% NEW $935.47 +2.6%
45 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,528.0 $339K 0.44% NEW $96.12 -49.3%
46 VRTX VERTEX PHARMACEUTICALS INC Healthcare 681.0 $338K 0.44% NEW $496.73 +11.3%
47 ISRG INTUITIVE SURGICAL INC Healthcare 828.0 $329K 0.42% NEW $397.68 -6.5%
48 V VISA INC Financial Services 900.0 $309K 0.40% NEW $343.09 +12.0%
49 COIN COINBASE GLOBAL INC Financial Services 2,090.0 $306K 0.39% NEW $146.19 +28.0%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 2,600.0 $303K 0.39% NEW $116.67 +48.1%
51 CVX CHEVRON CORPORATION Energy 1,600.0 $265K 0.34% NEW $165.76 +20.6%
52 PGR PROGRESSIVE CORP Financial Services 1,200.0 $262K 0.34% NEW $218.45 +1.7%
53 PMAY INNOVATOR ETFS TRUST 6,000.0 $248K 0.32% NEW $41.30 +1.8%
54 ITOT ISHARES TR 1,500.0 $246K 0.32% NEW $164.27 +2.2%
55 XLF SELECT SECTOR SPDR TR 4,000.0 $214K 0.28% NEW $53.61 +8.8%
56 ETN EATON CORP PLC Industrials 500.0 $213K 0.28% NEW $426.12 -4.0%
57 ETHA ISHARES ETHEREUM TR Financial Services 14,342.0 $171K 0.22% NEW $11.89 +56.4%
Page 3 of 3  ·  57 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
Technology 38.3%
Financial Services 15.8%
Industrials 12.3%
Communication Services 11.1%
Consumer Cyclical 10.7%
Healthcare 4.7%
Consumer Defensive 4.2%
Basic Materials 2.0%
Energy 0.8%