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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 1 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,206 $566K 0.19% SOLD
2 IRM IRON MTN INC DEL Real Estate 4,189 $347K 0.11% SOLD
3 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 10,799 $177K 0.06% SOLD
4 NFG NATIONAL FUEL GAS CO Energy 1,065 $85K 0.03% SOLD
5 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,308 $67K 0.02% SOLD
6 TTEK TETRA TECH INC NEW Industrials 1,950 $65K 0.02% SOLD
7 XHLF BONDBLOXX ETF TRUST 1,277 $64K 0.02% SOLD
8 XONE BONDBLOXX ETF TRUST 1,108 $55K 0.02% SOLD
9 ASTRAZENECA PLC 587 $54K 0.02% SOLD
10 VGSH VANGUARD SCOTTSDALE FDS 896 $53K 0.02% SOLD
11 USIG ISHARES TR 1,003 $52K 0.02% SOLD
12 BNDX VANGUARD CHARLOTTE FDS 910 $44K 0.01% SOLD
13 EMB ISHARES TR 407 $39K 0.01% SOLD
14 TM TOYOTA MOTOR CORP Consumer Cyclical 179 $38K 0.01% SOLD
15 JNK SPDR SERIES TRUST 394 $38K 0.01% SOLD
16 JAAA JANUS DETROIT STR TR 743 $38K 0.01% SOLD
17 VCLT VANGUARD SCOTTSDALE FDS 482 $37K 0.01% SOLD
18 MOS MOSAIC CO NEW Basic Materials 1,489 $36K 0.01% SOLD
19 TOPW ROUNDHILL ETF TRUST 822 $34K 0.01% SOLD
20 SAP SAP SE Technology 140 $34K 0.01% SOLD
Page 1 of 33  ·  650 positions
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%