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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 40 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 INGR INGREDION INC Consumer Defensive 12.0 $1K NEW $110.25 -11.2%
782 LBRT LIBERTY ENERGY INC Energy 71.0 $1K NEW $18.46 +47.2%
783 DB DEUTSCHE BANK A G Financial Services 34.0 $1K NEW $38.56 -8.5%
784 MTG MGIC INVT CORP WIS Financial Services 43.0 $1K NEW $29.21 -10.8%
785 POR PORTLAND GEN ELEC CO Utilities 26.0 $1K NEW $48.00 +4.5%
786 AVA AVISTA CORP Utilities 32.0 $1K NEW $38.53 +3.2%
787 GTES GATES INDL CORP PLC Industrials 56.0 $1K NEW $21.46 +30.9%
788 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 3.0 $1K NEW $393.33 -20.4%
789 HST HOST HOTELS & RESORTS INC Real Estate 66.0 $1K NEW $17.73 +41.1%
790 SCHP SCHWAB STRATEGIC TR 44.0 $1K NEW $26.50 -0.0%
791 VLO VALERO ENERGY CORP Energy 7.0 $1K NEW $162.86 +45.1%
792 AVUV AMERICAN CENTY ETF TR 11.0 $1K NEW $102.00 +19.6%
793 ENTERGY CORP NEW 12.0 $1K NEW $92.42
794 REGCO REGENCY CTRS CORP Real Estate 16.0 $1K NEW $69.00 -67.4%
795 FREL FIDELITY COVINGTON TRUST 41.0 $1K NEW $26.88 +7.0%
796 BKR BAKER HUGHES COMPANY Energy 24.0 $1K NEW $45.54 +28.3%
797 ICLR ICON PLC Healthcare 6.0 $1K NEW $182.17 -19.9%
798 HMC HONDA MOTOR LTD Consumer Cyclical 37.0 $1K NEW $29.49 -10.9%
799 LTPZ PIMCO ETF TR 21.0 $1K NEW $51.76 -1.2%
800 SXI STANDEX INTL CORP Industrials 5.0 $1K NEW $217.20 +45.1%
Page 40 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%