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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KMX CARMAX INC Consumer Cyclical 726.0 $30K 0.01% +715.0 +6500.0% $41.58 +25.3%
162 GOVT ISHARES TR 1,282.0 $29K 0.01% +314.0 +32.4% $22.91 -0.6%
163 APIE TRUST FOR PROFESSIONAL MANAG 821.0 $29K 0.01% +474.0 +136.6% $35.25 +9.8%
164 BBCA J P MORGAN EXCHANGE TRADED F 302.0 $28K 0.01% +14.0 +4.9% $94.06 +8.7%
165 UPSTREAM BIO INC 3,000.0 $27K 0.01% +1K +50.0% $9.00
166 PFE PFIZER INC Healthcare 870.0 $24K 0.01% +122.0 +16.3% $28.09 -7.3%
167 WDC WESTERN DIGITAL CORP Technology 90.0 $24K 0.01% +27.0 +42.9% $270.49 +151.8%
168 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,425.0 $24K 0.01% +264.0 +22.7% $16.97 +19.6%
169 MUB ISHARES TR 220.0 $23K 0.01% +97.0 +78.9% $106.15 +1.0%
170 IWM ISHARES TR 92.0 $23K 0.01% +45.0 +95.7% $248.00 +17.8%
171 BINC BLACKROCK ETF TRUST II 438.0 $23K 0.01% +385.0 +726.4% $51.93 +0.8%
172 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 4,790.0 $22K 0.01% +2K +71.7% $4.68 +1.5%
173 NEM NEWMONT CORP Basic Materials 201.0 $22K 0.01% +53.0 +35.8% $108.25 +0.2%
174 TER TERADYNE INC Technology 71.0 $21K 0.01% +24.0 +51.1% $296.46 +38.1%
175 SHYG ISHARES TR 478.0 $20K 0.01% +399.0 +505.1% $42.31 +0.3%
Page 9 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%