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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 14 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ENS ENERSYS Industrials 327.0 $48K 0.02% NEW $146.75 +55.3%
262 VBR VANGUARD INDEX FDS 222.0 $47K 0.01% NEW $211.79 +12.6%
263 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 2,003.0 $47K 0.01% NEW $23.31 +5.0%
264 AROC ARCHROCK INC Energy 1,779.0 $46K 0.01% NEW $26.02 +42.1%
265 ABT ABBOTT LABS Healthcare 369.0 $46K 0.01% NEW $125.29 -29.4%
266 LOW LOWES COS INC Consumer Cyclical 190.0 $46K 0.01% NEW $241.16 -7.9%
267 TRMK TRUSTMARK CORP Financial Services 1,172.0 $46K 0.01% NEW $38.95 +14.7%
268 SF STIFEL FINL CORP Financial Services 363.0 $45K 0.01% NEW $125.22 -41.3%
269 NVT NVENT ELECTRIC PLC Industrials 440.0 $45K 0.01% NEW $101.97 +73.6%
270 ANET ARISTA NETWORKS INC Technology 341.0 $45K 0.01% NEW $131.03 +29.5%
271 CGUS CAPITAL GROUP CORE EQUITY ET 1,096.0 $44K 0.01% NEW $40.23 +10.1%
272 BNDX VANGUARD CHARLOTTE FDS 910.0 $44K 0.01% NEW $48.32 +0.1%
273 AGG ISHARES TR 434.0 $43K 0.01% NEW $99.88 -1.0%
274 SOUTHSTATE BK CORP 460.0 $43K 0.01% NEW $94.11
275 UMBF UMB FINL CORP Financial Services 374.0 $43K 0.01% NEW $115.04 +15.7%
276 CB CHUBB LIMITED Financial Services 135.0 $42K 0.01% NEW $312.12 +3.6%
277 CRH PLC 335.0 $42K 0.01% NEW $124.80
278 SONY SONY GROUP CORP Technology 1,612.0 $41K 0.01% NEW $25.60 -20.6%
279 IVW ISHARES TR 328.0 $40K 0.01% NEW $123.26 +11.9%
280 VZ VERIZON COMMUNICATIONS INC Communication Services 977.0 $40K 0.01% NEW $40.73 +12.5%
Page 14 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%