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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 15 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CWB SPDR SERIES TRUST 440.0 $39K 0.01% NEW $89.20 +24.0%
282 EMB ISHARES TR 407.0 $39K 0.01% NEW $96.28 +0.5%
283 SYY SYSCO CORP Consumer Defensive 525.0 $39K 0.01% NEW $73.69 +6.8%
284 TM TOYOTA MOTOR CORP Consumer Cyclical 179.0 $38K 0.01% NEW $214.06 -18.7%
285 JNK SPDR SERIES TRUST 394.0 $38K 0.01% NEW $97.21 -0.8%
286 SPMO INVESCO EXCH TRADED FD TR II 319.0 $38K 0.01% NEW $119.32 +34.0%
287 JAAA JANUS DETROIT STR TR 743.0 $38K 0.01% NEW $50.58 +0.1%
288 EMR EMERSON ELEC CO Industrials 282.0 $37K 0.01% NEW $132.72 +13.5%
289 CGGE CAPITAL GROUP GLOBAL EQUITY 1,175.0 $37K 0.01% NEW $31.63 +10.7%
290 LHX L3HARRIS TECHNOLOGIES INC Industrials 125.0 $37K 0.01% NEW $293.57 +0.4%
291 VCLT VANGUARD SCOTTSDALE FDS 482.0 $37K 0.01% NEW $75.85 -0.6%
292 MOS MOSAIC CO NEW Basic Materials 1,489.0 $36K 0.01% NEW $24.09 -4.9%
293 QCOM QUALCOMM INC Technology 208.0 $36K 0.01% NEW $171.05 +32.2%
294 EFV ISHARES TR 496.0 $35K 0.01% NEW $71.41 +7.3%
295 EFSC ENTERPRISE FINL SVCS CORP Financial Services 653.0 $35K 0.01% NEW $54.00 +15.0%
296 PHM PULTE GROUP INC Consumer Cyclical 299.0 $35K 0.01% NEW $117.26 +8.3%
297 FN FABRINET Technology 77.0 $35K 0.01% NEW $455.29 +26.0%
298 TD TORONTO DOMINION BK ONT Financial Services 367.0 $35K 0.01% NEW $94.20 +26.6%
299 TOPW ROUNDHILL ETF TRUST 822.0 $34K 0.01% NEW $41.86 -15.7%
300 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 122.0 $34K 0.01% NEW $278.92 +12.0%
Page 15 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%