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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 27 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
521 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6 $345.0 SOLD
522 MLI MUELLER INDS INC Industrials 3 $344.0 SOLD
523 OGE OGE ENERGY CORP Utilities 8 $342.0 SOLD
524 NWE NORTHWESTERN ENERGY GROUP IN Utilities 5 $323.0 SOLD
525 PFS PROVIDENT FINL SVCS INC Financial Services 16 $316.0 SOLD
526 SPHD INVESCO EXCH TRADED FD TR II 6 $307.0 SOLD
527 CRBG COREBRIDGE FINL INC Financial Services 10 $302.0 SOLD
528 URBN URBAN OUTFITTERS INC Consumer Cyclical 4 $301.0 SOLD
529 DFAT DIMENSIONAL ETF TRUST 5 $298.0 SOLD
530 POST POST HLDGS INC Consumer Defensive 3 $297.0 SOLD
531 LSCC LATTICE SEMICONDUCTOR CORP Technology 4 $294.0 SOLD
532 PCOR PROCORE TECHNOLOGIES INC Technology 4 $291.0 SOLD
533 AOS SMITH A O CORP Industrials 4 $268.0 SOLD
534 MBUU MALIBU BOATS INC Consumer Cyclical 9 $254.0 SOLD
535 ATKR ATKORE INC Industrials 4 $253.0 SOLD
536 FLAGSTAR BANK NATIONAL ASSOC 20 $252.0 SOLD
537 WBS WEBSTER FINL CORP Financial Services 4 $252.0 SOLD
538 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7 $247.0 SOLD
539 ACIW ACI WORLDWIDE INC Technology 5 $239.0 SOLD
540 LYTS LSI INDS INC OHIO Technology 13 $238.0 SOLD
Page 27 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%