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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 33 of 33  ·  650 positions
# Ticker Company Sector Shares Value ↓ % Port Status
641 MLR MILLER INDS INC TENN Consumer Cyclical 1 $37.0 SOLD
642 OPENDOOR TECHNOLOGIES INC 93 $37.0 SOLD
643 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 2 $25.0 SOLD
644 OSUR ORASURE TECHNOLOGIES INC Healthcare 10 $24.0 SOLD
645 SRI STONERIDGE INC Consumer Cyclical 4 $23.0 SOLD
646 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 6 $20.0 SOLD
647 OCCIDENTAL PETE CORP 1 $19.0 SOLD
648 PERI PERION NETWORK LTD Communication Services 2 $19.0 SOLD
649 BLMN BLOOMIN BRANDS INC Consumer Cyclical 2 $12.0 SOLD
650 ENIC ENEL CHILE S.A. Utilities 2 $8.0 SOLD
Page 33 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%