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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGU ISHARES TR 304.0 $43K 0.01% +130.0 +74.7% $141.42 +15.8%
142 INTC INTEL CORP Technology 906.0 $40K 0.01% +152.0 +20.2% $44.11 +175.1%
143 IAGG ISHARES TR 792.0 $40K 0.01% +654.0 +473.9% $50.04 +1.0%
144 SYY SYSCO CORP Consumer Defensive 551.0 $39K 0.01% +26.0 +5.0% $71.33 +10.9%
145 APH AMPHENOL CORP Technology 302.0 $38K 0.01% +60.0 +24.8% $126.35 +28.0%
146 APCB TRUST FOR PROFESSIONAL MANAG 1,282.0 $38K 0.01% +561.0 +77.8% $29.45 -0.1%
147 EFG ISHARES TR 332.0 $37K 0.01% +185.0 +125.8% $111.37 +12.7%
148 SF STIFEL FINL CORP Financial Services 500.0 $37K 0.01% +137.0 +37.7% $73.92 +1.7%
149 VRT VERTIV HOLDINGS CO Industrials 146.0 $37K 0.01% +21.0 +16.8% $250.58 +25.9%
150 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 132.0 $36K 0.01% +10.0 +8.2% $275.18 +12.8%
151 MRVL MARVELL TECHNOLOGY INC Technology 361.0 $36K 0.01% +8.0 +2.3% $99.05 +195.5%
152 ECL ECOLAB INC Basic Materials 132.0 $35K 0.01% +95.0 +256.8% $266.02 +2.8%
153 DXCM DEXCOM INC Healthcare 536.0 $34K 0.01% +475.0 +778.7% $62.80 +17.4%
154 VFLO VICTORY PORTFOLIOS II 845.0 $33K 0.01% +198.0 +30.6% $39.48 +16.8%
155 VOT VANGUARD INDEX FDS 129.0 $33K 0.01% +60.0 +87.0% $257.35 +19.2%
156 MO ALTRIA GROUP INC Consumer Defensive 501.0 $33K 0.01% +30.0 +6.4% $65.99 +4.6%
157 ZTS ZOETIS INC Healthcare 271.0 $32K 0.01% +267.0 +6675.0% $118.21 -32.5%
158 AVEM AMERICAN CENTY ETF TR 394.0 $32K 0.01% +98.0 +33.1% $80.58 +22.2%
159 JMUB J P MORGAN EXCHANGE TRADED F 625.0 $31K 0.01% +532.0 +572.0% $49.99 +0.9%
160 CGGR CAPITAL GROUP GROWTH ETF 760.0 $31K 0.01% +25.0 +3.4% $40.19 +16.4%
Page 8 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%