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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 22 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
421 MTG MGIC INVT CORP WIS Financial Services 43 $1K SOLD
422 POR PORTLAND GEN ELEC CO Utilities 26 $1K SOLD
423 AVA AVISTA CORP Utilities 32 $1K SOLD
424 GTES GATES INDL CORP PLC Industrials 56 $1K SOLD
425 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3 $1K SOLD
426 HST HOST HOTELS & RESORTS INC Real Estate 66 $1K SOLD
427 SCHP SCHWAB STRATEGIC TR 44 $1K SOLD
428 VLO VALERO ENERGY CORP Energy 7 $1K SOLD
429 AVUV AMERICAN CENTY ETF TR 11 $1K SOLD
430 ENTERGY CORP NEW 12 $1K SOLD
431 REGCO REGENCY CTRS CORP Real Estate 16 $1K SOLD
432 FREL FIDELITY COVINGTON TRUST 41 $1K SOLD
433 BKR BAKER HUGHES COMPANY Energy 24 $1K SOLD
434 ICLR ICON PLC Healthcare 6 $1K SOLD
435 HMC HONDA MOTOR LTD Consumer Cyclical 37 $1K SOLD
436 LTPZ PIMCO ETF TR 21 $1K SOLD
437 SXI STANDEX INTL CORP Industrials 5 $1K SOLD
438 EMN EASTMAN CHEM CO Basic Materials 17 $1K SOLD
439 USRT ISHARES TR 19 $1K SOLD
440 BCPC BALCHEM CORP Basic Materials 7 $1K SOLD
Page 22 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%