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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 39 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FE FIRSTENERGY CORP Utilities 36.0 $2K 0.00% NEW $44.78 +3.7%
762 RIO RIO TINTO PLC Basic Materials 20.0 $2K 0.00% NEW $80.05 +25.0%
763 OWL BLUE OWL CAPITAL INC Financial Services 106.0 $2K 0.00% NEW $14.94 -36.2%
764 VCR VANGUARD WORLD FD 4.0 $2K 0.00% NEW $394.00 +0.1%
765 MFG MIZUHO FINANCIAL GROUP INC Financial Services 213.0 $2K 0.00% NEW $7.32 +40.7%
766 AJG GALLAGHER ARTHUR J & CO Financial Services 6.0 $2K 0.00% NEW $258.83 -17.3%
767 AMLP ALPS ETF TR 33.0 $2K 0.00% NEW $47.03 +7.7%
768 ORI OLD REP INTL CORP Financial Services 34.0 $2K 0.00% NEW $45.65 -15.2%
769 CDP COPT DEFENSE PROPERTIES Real Estate 55.0 $2K 0.00% NEW $27.80 +20.6%
770 USFD US FOODS HLDG CORP Consumer Defensive 20.0 $2K NEW $75.30 +22.1%
771 ACHR ARCHER AVIATION INC Industrials 199.0 $1K NEW $7.52 -25.9%
772 AXTA AXALTA COATING SYS LTD Basic Materials 46.0 $1K NEW $32.30 +7.7%
773 PAVE GLOBAL X FDS 31.0 $1K NEW $47.77 +22.6%
774 UNM UNUM GROUP Financial Services 19.0 $1K NEW $77.53 +16.1%
775 BLDR BUILDERS FIRSTSOURCE INC Industrials 14.0 $1K NEW $102.86 -21.6%
776 TPR TAPESTRY INC Consumer Cyclical 11.0 $1K NEW $127.73 +12.3%
777 XEL XCEL ENERGY INC Utilities 19.0 $1K NEW $73.84 +4.9%
778 VOD VODAFONE GROUP PLC NEW Communication Services 105.0 $1K NEW $13.21 +8.3%
779 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15.0 $1K NEW $90.73 +6.8%
780 SFM SPROUTS FMRS MKT INC Consumer Defensive 17.0 $1K NEW $79.65 +1.1%
Page 39 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%