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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 20 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 FCPT FOUR CORNERS PPTY TR INC Real Estate 80 $2K 0.00% SOLD
382 VOYG VOYAGER TECHNOLOGIES INC Industrials 70 $2K 0.00% SOLD
383 INSTALLED BLDG PRODS INC 7 $2K 0.00% SOLD
384 NATL NCR ATLEOS CORPORATION Technology 46 $2K 0.00% SOLD
385 BDX BECTON DICKINSON & CO Healthcare 9 $2K 0.00% SOLD
386 VNT VONTIER CORPORATION Technology 47 $2K 0.00% SOLD
387 BK BANK NEW YORK MELLON CORP Financial Services 15 $2K 0.00% SOLD
388 BRKW ROUNDHILL ETF TRUST 39 $2K 0.00% SOLD
389 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 421 $2K 0.00% SOLD
390 BAP CREDICORP LTD Financial Services 6 $2K 0.00% SOLD
391 SCI SERVICE CORP INTL Consumer Cyclical 22 $2K 0.00% SOLD
392 SWKS SKYWORKS SOLUTIONS INC Technology 27 $2K 0.00% SOLD
393 CMS CMS ENERGY CORP Utilities 24 $2K 0.00% SOLD
394 TTD THE TRADE DESK INC Technology 44 $2K 0.00% SOLD
395 BLD TOPBUILD CORP Industrials 4 $2K 0.00% SOLD
396 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 17 $2K 0.00% SOLD
397 ARES ARES MANAGEMENT CORPORATION Financial Services 10 $2K 0.00% SOLD
398 FE FIRSTENERGY CORP Utilities 36 $2K 0.00% SOLD
399 RIO RIO TINTO PLC Basic Materials 20 $2K 0.00% SOLD
400 OWL BLUE OWL CAPITAL INC Financial Services 106 $2K 0.00% SOLD
Page 20 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%