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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 13 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLY SELECT SECTOR SPDR TR 612.0 $67K 0.02% -206.0 -25.2% $108.98 +6.0%
242 IAU ISHARES GOLD TR Financial Services 749.0 $66K 0.02% NEW $88.16 -9.7%
243 SNPS SYNOPSYS INC Technology 166.0 $66K 0.02% -44.0 -20.9% $396.48 +16.5%
244 PM PHILIP MORRIS INTL INC Consumer Defensive 396.0 $65K 0.02% -89.0 -18.4% $165.34 +8.5%
245 ASML ASML HLDG NV Technology 49.0 $65K 0.02% -35.0 -41.7% $1320.84 +41.4%
246 CL COLGATE PALMOLIVE CO Consumer Defensive 756.0 $64K 0.02% -384.0 -33.7% $85.23 +6.3%
247 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,176.0 $64K 0.02% -81.0 -6.4% $54.75 +37.9%
248 MGV VANGUARD WORLD FD 442.0 $64K 0.02% $144.95 +11.7%
249 SCHG SCHWAB STRATEGIC TR 2,150.0 $63K 0.02% -657.0 -23.4% $29.13 +14.9%
250 AROC ARCHROCK INC Energy 1,779.0 $62K 0.02% $34.80 +2.0%
251 BBJP J P MORGAN EXCHANGE TRADED F 897.0 $62K 0.02% $68.91 +11.2%
252 SYK STRYKER CORPORATION Healthcare 185.0 $61K 0.02% -9.0 -4.6% $328.59 -8.4%
253 BDYN BLACKROCK ETF TRUST 2,429.0 $59K 0.02% $24.31 +12.8%
254 LIN LINDE PLC Basic Materials 119.0 $59K 0.02% -36.0 -23.2% $495.76 +4.1%
255 CGMU CAPITAL GRP FIXED INCM ETF T 2,135.0 $58K 0.02% $27.15 +0.9%
256 IXUS ISHARES TR 663.0 $57K 0.02% -377.0 -36.2% $86.64 +10.5%
257 PKG PACKAGING CORP AMER Consumer Cyclical 270.0 $57K 0.02% -60.0 -18.2% $212.22 +8.0%
258 ENS ENERSYS Industrials 327.0 $57K 0.02% $173.72 +31.1%
259 HLI HOULIHAN LOKEY INC Financial Services 394.0 $57K 0.02% -136.0 -25.7% $143.62 -1.6%
260 HSY HERSHEY CO Consumer Defensive 269.0 $56K 0.02% -51.0 -15.9% $207.89 -15.7%
Page 13 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%