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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 29 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
561 ANGO ANGIODYNAMICS INC Healthcare 12 $154.0 SOLD
562 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 9 $154.0 SOLD
563 LXP INDUSTRIAL TRUST 3 $149.0 SOLD
564 ADC AGREE RLTY CORP Real Estate 2 $144.0 SOLD
565 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 4 $142.0 SOLD
566 IMCR IMMUNOCORE HLDGS PLC Healthcare 4 $139.0 SOLD
567 EHAB ENHABIT INC Healthcare 15 $138.0 SOLD
568 BRZE BRAZE INC Technology 4 $137.0 SOLD
569 XENE XENON PHARMACEUTICALS INC Healthcare 3 $134.0 SOLD
570 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 7 $132.0 SOLD
571 APLS APELLIS PHARMACEUTICALS INC Healthcare 5 $126.0 SOLD
572 VCYT VERACYTE INC Healthcare 3 $126.0 SOLD
573 SHOO MADDEN STEVEN LTD Consumer Cyclical 3 $125.0 SOLD
574 PDM PIEDMONT REALTY TRUST INC Real Estate 15 $125.0 SOLD
575 LKQ LKQ CORP Consumer Cyclical 4 $121.0 SOLD
576 DCOM DIME CMNTY BANCSHARES INC Financial Services 4 $120.0 SOLD
577 APLE APPLE HOSPITALITY REIT INC Real Estate 10 $119.0 SOLD
578 OVV OVINTIV INC Energy 3 $118.0 SOLD
579 AMTM AMENTUM HOLDINGS INC Industrials 4 $116.0 SOLD
580 DOC HEALTHPEAK PROPERTIES INC Real Estate 7 $113.0 SOLD
Page 29 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%