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Portfolio (Quarterly) Guide ↗

Wellington Grp LLC

· CIK 0002134013
13F Portfolio $304M AUM 1,017 positions Filed May 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1017 New
Page 16 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SAP SAP SE Technology 140.0 $34K 0.01% NEW $242.91 -36.1%
302 PCT PURECYCLE TECHNOLOGIES INC Industrials 3,945.0 $34K 0.01% NEW $8.59 +1.3%
303 WDAY WORKDAY INC Technology 156.0 $34K 0.01% NEW $214.78 -43.3%
304 TLT ISHARES TR 383.0 $33K 0.01% NEW $87.16 -0.5%
305 MCK MCKESSON CORP Healthcare 40.0 $33K 0.01% NEW $820.30 -8.5%
306 APH AMPHENOL CORP NEW Technology 242.0 $33K 0.01% NEW $135.14 +21.3%
307 CGGR CAPITAL GROUP GROWTH ETF 735.0 $33K 0.01% NEW $44.47 +5.6%
308 MCHP MICROCHIP TECHNOLOGY INC. Technology 511.0 $33K 0.01% NEW $63.72 +56.6%
309 AON AON PLC Financial Services 92.0 $32K 0.01% NEW $352.88 -10.0%
310 CME CME GROUP INC Financial Services 118.0 $32K 0.01% NEW $273.08 -9.8%
311 DFAI DIMENSIONAL ETF TRUST 841.0 $32K 0.01% NEW $38.11 +10.1%
312 GFI GOLD FIELDS LTD Basic Materials 732.0 $32K 0.01% NEW $43.66 -11.6%
313 USHY ISHARES TR 845.0 $32K 0.01% NEW $37.40 -1.0%
314 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 1,597.0 $31K 0.01% NEW $19.33 +30.5%
315 SPTM SPDR SERIES TRUST 374.0 $31K 0.01% NEW $82.50 +10.2%
316 SAN BANCO SANTANDER SA Financial Services 2,626.0 $31K 0.01% NEW $11.73 +15.1%
317 SHW SHERWIN WILLIAMS CO Basic Materials 93.0 $30K 0.01% NEW $324.03 -1.0%
318 MRVL MARVELL TECHNOLOGY INC Technology 353.0 $30K 0.01% NEW $84.98 +265.5%
319 JEPQ J P MORGAN EXCHANGE TRADED F 509.0 $30K 0.01% NEW $58.12 +5.5%
320 REZI RESIDEO TECHNOLOGIES INC Industrials 842.0 $30K 0.01% NEW $35.12 -9.1%
Page 16 of 51  ·  1,017 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Healthcare 17.2%
Consumer Cyclical 15.2%
Financial Services 11.9%
Industrials 9.8%
Communication Services 8.1%
Consumer Defensive 5.0%
Energy 1.9%
Real Estate 1.0%
Utilities 0.6%