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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 12 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 MLM MARTIN MARIETTA MATLS INC Basic Materials 12 $7K 0.00% SOLD
222 E ENI S P A Energy 195 $7K 0.00% SOLD
223 HPQ HP INC Technology 332 $7K 0.00% SOLD
224 ABLD ABACUS FCF ETF TR 248 $7K 0.00% SOLD
225 ROUNDHILL ETF TRUST 182 $7K 0.00% SOLD
226 GSK GSK PLC Healthcare 146 $7K 0.00% SOLD
227 J JACOBS SOLUTIONS INC Industrials 54 $7K 0.00% SOLD
228 CTA SIMPLIFY EXCHANGE TRADED FUN 261 $7K 0.00% SOLD
229 ICVT ISHARES TR 72 $7K 0.00% SOLD
230 EEMA ISHARES INC 75 $7K 0.00% SOLD
231 VPL VANGUARD INTL EQUITY INDEX F 78 $7K 0.00% SOLD
232 QLYS QUALYS INC Technology 53 $7K 0.00% SOLD
233 EOG EOG RES INC Energy 67 $7K 0.00% SOLD
234 OSK OSHKOSH CORP Industrials 56 $7K 0.00% SOLD
235 DORM DORMAN PRODS INC Consumer Cyclical 57 $7K 0.00% SOLD
236 VTR VENTAS INC Real Estate 90 $7K 0.00% SOLD
237 NDAQ NASDAQ INC Financial Services 71 $7K 0.00% SOLD
238 HDB HDFC BANK LTD Financial Services 188 $7K 0.00% SOLD
239 WRB BERKLEY W R CORP Financial Services 97 $7K 0.00% SOLD
240 ENPH ENPHASE ENERGY INC Energy 211 $7K 0.00% SOLD
Page 12 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%