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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 15 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGUS CAPITAL GROUP CORE EQUITY ET 1,121.0 $43K 0.01% +25.0 +2.3% $38.42 +14.0%
282 ESGU ISHARES TR 304.0 $43K 0.01% +130.0 +74.7% $141.42 +14.3%
283 SOUTHSTATE BK CORP 460.0 $43K 0.01% $92.52
284 ITA ISHARES TR 188.0 $41K 0.01% NEW $218.75 +11.0%
285 LQD ISHARES TR 377.0 $41K 0.01% -71.0 -15.8% $108.99 -0.2%
286 ANET ARISTA NETWORKS INC Technology 334.0 $41K 0.01% -7.0 -2.0% $122.78 +34.3%
287 INTC INTEL CORP Technology 906.0 $40K 0.01% +152.0 +20.2% $44.11 +174.6%
288 IXN ISHARES TR 399.0 $40K 0.01% NEW $99.97 +41.1%
289 IAGG ISHARES TR 792.0 $40K 0.01% +654.0 +473.9% $50.04 +0.8%
290 SYY SYSCO CORP Consumer Defensive 551.0 $39K 0.01% +26.0 +5.0% $71.33 +10.7%
291 NOW SERVICENOW INC Technology 367.0 $38K 0.01% -98.0 -21.1% $104.55 -8.7%
292 APH AMPHENOL CORP Technology 302.0 $38K 0.01% +60.0 +24.8% $126.35 +27.4%
293 APCB TRUST FOR PROFESSIONAL MANAG 1,282.0 $38K 0.01% +561.0 +77.8% $29.45 -0.4%
294 TRMK TRUSTMARK CORP Financial Services 882.0 $37K 0.01% -290.0 -24.7% $42.14 +5.2%
295 EFG ISHARES TR 332.0 $37K 0.01% +185.0 +125.8% $111.37 +10.8%
296 SF STIFEL FINL CORP Financial Services 500.0 $37K 0.01% +137.0 +37.7% $73.92 -0.6%
297 EMR EMERSON ELEC CO Industrials 282.0 $37K 0.01% $131.02 +13.7%
298 VRT VERTIV HOLDINGS CO Industrials 146.0 $37K 0.01% +21.0 +16.8% $250.58 +26.8%
299 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 388.0 $36K 0.01% -12K -96.8% $93.87 +165.6%
300 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 132.0 $36K 0.01% +10.0 +8.2% $275.18 +9.6%
Page 15 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%