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Portfolio (Quarterly) Guide ↗

Wellington Grp LLC

· CIK 0002134013
13F Portfolio $325M AUM 394 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 175 Added 135 Reduced 650 Exited
Page 7 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BND VANGUARD BD INDEX FDS 1,446.0 $106K 0.03% +309.0 +27.2% $73.64 -0.3%
122 CRM SALESFORCE INC Technology 549.0 $102K 0.03% +18.0 +3.4% $186.67 -14.2%
123 IQVIA HLDGS INC 597.0 $102K 0.03% +573.0 +2387.5% $170.54
124 EFA ISHARES TR 979.0 $95K 0.03% +972.0 +10000.0% $97.13 +8.3%
125 MTUM ISHARES TR 373.0 $90K 0.03% +325.0 +677.1% $239.99 +38.4%
126 ENTG ENTEGRIS INC Technology 750.0 $88K 0.03% +60.0 +8.7% $117.24 +37.4%
127 TQQQ PROSHARES TR 2,108.0 $88K 0.03% +137.0 +7.0% $41.68 +95.4%
128 TLH ISHARES TR 869.0 $88K 0.03% +843.0 +3242.3% $100.72 -0.4%
129 BSV VANGUARD BD INDEX FDS 968.0 $76K 0.02% +340.0 +54.1% $78.41 -0.7%
130 LMT LOCKHEED MARTIN CORP Industrials 119.0 $72K 0.02% +1.0 +0.8% $604.39 -11.4%
131 LOW LOWES COS INC Consumer Cyclical 285.0 $67K 0.02% +95.0 +50.0% $236.28 -4.4%
132 APUE TRUST FOR PROFESSIONAL MANAG 1,675.0 $67K 0.02% +978.0 +140.3% $40.08 +15.3%
133 PANW PALO ALTO NETWORKS INC Technology 336.0 $54K 0.02% +5.0 +1.5% $160.32 +74.7%
134 QCOM QUALCOMM INC Technology 417.0 $54K 0.02% +209.0 +100.5% $128.78 +69.8%
135 SPMO INVESCO EXCH TRADED FD TR II 458.0 $51K 0.02% +139.0 +43.6% $112.11 +40.1%
136 LHX L3HARRIS TECHNOLOGIES INC Industrials 137.0 $47K 0.01% +12.0 +9.6% $345.15 -8.8%
137 MBB ISHARES TR 473.0 $45K 0.01% +334.0 +240.3% $94.95 -0.2%
138 ADSK AUTODESK INC Technology 185.0 $44K 0.01% +166.0 +873.7% $239.40 -15.9%
139 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 151.0 $44K 0.01% +133.0 +738.9% $290.49 -3.3%
140 CGUS CAPITAL GROUP CORE EQUITY ET 1,121.0 $43K 0.01% +25.0 +2.3% $38.42 +15.7%
Page 7 of 9  ·  175 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 26.2%
Healthcare 16.3%
Consumer Cyclical 15.4%
Financial Services 12.7%
Industrials 11.2%
Communication Services 7.4%
Consumer Defensive 5.8%
Energy 2.7%
Real Estate 0.9%
Basic Materials 0.7%