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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 19 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EAGG ISHARES TR 542.0 $26K 0.01% NEW $47.55 -0.7%
362 TMFC RBB FD INC 380.0 $25K 0.01% NEW $65.97 +14.5%
363 FN FABRINET Technology 48.0 $25K 0.01% -29.0 -37.7% $521.52 +12.1%
364 PFE PFIZER INC Healthcare 870.0 $24K 0.01% +122.0 +16.3% $28.09 -7.7%
365 WDC WESTERN DIGITAL CORP Technology 90.0 $24K 0.01% +27.0 +42.9% $270.49 +163.3%
366 UNILEVER PLC 426.0 $24K 0.01% -326.0 -43.4% $56.97
367 CGHM CAPITAL GRP FIXED INCM ETF T 957.0 $24K 0.01% $25.32 +1.6%
368 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 1,425.0 $24K 0.01% +264.0 +22.7% $16.97 +22.2%
369 SAN BANCO SANTANDER SA Financial Services 2,128.0 $24K 0.01% -498.0 -19.0% $11.28 +18.1%
370 CGGO CAPITAL GROUP GBL GROWTH EQT 714.0 $24K 0.01% $33.37 +24.0%
371 SNY SANOFI SA Healthcare 486.0 $23K 0.01% -1K -75.0% $48.18 -11.8%
372 MUB ISHARES TR 220.0 $23K 0.01% +97.0 +78.9% $106.15 +0.8%
373 IWO ISHARES TR 74.0 $23K 0.01% NEW $313.81 +21.1%
374 CW CURTISS WRIGHT CORP Industrials 34.0 $23K 0.01% -5.0 -12.8% $681.12 +14.3%
375 BBAX J P MORGAN EXCHANGE TRADED F 385.0 $23K 0.01% $59.45 +2.9%
376 IWM ISHARES TR 92.0 $23K 0.01% +45.0 +95.7% $248.00 +16.9%
377 SO SOUTHERN CO Utilities 236.0 $23K 0.01% -53.0 -18.3% $96.52 -4.1%
378 BINC BLACKROCK ETF TRUST II 438.0 $23K 0.01% +385.0 +726.4% $51.93 +0.7%
379 MTH MERITAGE HOMES CORP Consumer Cyclical 366.0 $23K 0.01% $61.84 +17.1%
380 MAR MARRIOTT INTL INC NEW Consumer Cyclical 69.0 $23K 0.01% $327.07 +20.6%
Page 19 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%