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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 19 of 51  ·  1,017 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MTH MERITAGE HOMES CORP Consumer Cyclical 366.0 $24K 0.01% NEW $65.80 +15.1%
362 RGA REINSURANCE GRP OF AMERICA I Financial Services 118.0 $24K 0.01% NEW $203.46 +3.5%
363 JHG JANUS HENDERSON GROUP PLC Financial Services 496.0 $24K 0.01% NEW $47.57 +9.1%
364 PYPL PAYPAL HLDGS INC Financial Services 399.0 $23K 0.01% NEW $58.38 -27.2%
365 NGG NATIONAL GRID PLC Utilities 298.0 $23K 0.01% NEW $77.35 +2.7%
366 AVEM AMERICAN CENTY ETF TR 296.0 $23K 0.01% NEW $77.02 +29.5%
367 ITM VANECK ETF TRUST 483.0 $23K 0.01% NEW $47.16 -0.4%
368 VOE VANGUARD INDEX FDS 128.0 $23K 0.01% NEW $177.37 +10.4%
369 CI THE CIGNA GROUP Healthcare 82.0 $23K 0.01% NEW $275.23 +1.5%
370 CPA COPA HOLDINGS SA Industrials 187.0 $23K 0.01% NEW $120.61 +25.2%
371 FOXA FOX CORP Communication Services 307.0 $22K 0.01% NEW $73.07 -28.5%
372 ING ING GROEP N.V. Financial Services 798.0 $22K 0.01% NEW $28.00 +12.0%
373 GOVT ISHARES TR 968.0 $22K 0.01% NEW $23.02 -1.2%
374 ROE EA SERIES TRUST 629.0 $22K 0.01% NEW $35.27 +20.6%
375 VGIT VANGUARD SCOTTSDALE FDS 370.0 $22K 0.01% NEW $59.93 -1.8%
376 BAB INVESCO EXCH TRADED FD TR II 813.0 $22K 0.01% NEW $27.20 -1.0%
377 RPRX ROYALTY PHARMA PLC Healthcare 567.0 $22K 0.01% NEW $38.64 +37.1%
378 CLS CELESTICA INC Technology 74.0 $22K 0.01% NEW $295.61 +26.0%
379 PSX PHILLIPS 66 Energy 168.0 $22K 0.01% NEW $129.04 +28.7%
380 BBAX J P MORGAN EXCHANGE TRADED F 385.0 $22K 0.01% NEW $56.30 +8.6%
Page 19 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%