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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 12 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ISRG INTUITIVE SURGICAL INC Healthcare 171.0 $79K 0.02% -31.0 -15.3% $460.99 -12.8%
222 OMFL INVESCO EXCH TRD SLF IDX FD 1,301.0 $78K 0.02% $60.12 +13.0%
223 ACN ACCENTURE PLC IRELAND Technology 391.0 $78K 0.02% -128.0 -24.7% $198.29 -21.3%
224 BSV VANGUARD BD INDEX FDS 968.0 $76K 0.02% +340.0 +54.1% $78.41 -1.0%
225 FLOT ISHARES TR 1,481.0 $75K 0.02% NEW $50.95 +0.0%
226 DOV DOVER CORP Industrials 361.0 $75K 0.02% -32.0 -8.1% $208.45 +5.9%
227 VSS VANGUARD INTL EQUITY INDEX F 516.0 $75K 0.02% -54.0 -9.5% $145.79 +8.3%
228 AIR LEASE CORP 1,150.0 $75K 0.02% $64.94
229 DELL DELL TECHNOLOGIES INC Technology 450.0 $74K 0.02% -6K -92.9% $164.13 +155.5%
230 IWP ISHARES TR 574.0 $74K 0.02% NEW $128.12 +9.7%
231 CEF SPROTT ASSET MANAGEMENT LP Financial Services 1,525.0 $73K 0.02% -2K -52.5% $47.72 -8.4%
232 RSG REPUBLIC SVCS INC Industrials 332.0 $73K 0.02% -79.0 -19.2% $219.02 -5.3%
233 R RYDER SYS INC Industrials 355.0 $73K 0.02% $204.71 +30.0%
234 SHY ISHARES TR 880.0 $73K 0.02% $82.57 -0.8%
235 LMT LOCKHEED MARTIN CORP Industrials 119.0 $72K 0.02% +1.0 +0.8% $604.39 -11.9%
236 MS MORGAN STANLEY Financial Services 430.0 $71K 0.02% -157.0 -26.8% $164.57 +36.8%
237 RTX RTX CORPORATION Industrials 363.0 $70K 0.02% -109.0 -23.1% $192.90 -0.2%
238 PLXS PLEXUS CORP Technology 340.0 $69K 0.02% $202.54 +45.2%
239 LOW LOWES COS INC Consumer Cyclical 285.0 $67K 0.02% +95.0 +50.0% $236.28 -8.0%
240 APUE TRUST FOR PROFESSIONAL MANAG 1,675.0 $67K 0.02% +978.0 +140.3% $40.08 +13.7%
Page 12 of 20  ·  394 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 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%