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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 8 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,086.0 $221K 0.07% -203.0 -15.8% $203.18 +7.7%
142 DYNF BLACKROCK ETF TRUST 3,788.0 $220K 0.07% +4K +10000.0% $58.18 +15.2%
143 IVW ISHARES TR 1,933.0 $219K 0.07% +2K +489.3% $113.11 +20.0%
144 GL GLOBE LIFE INC Financial Services 1,500.0 $209K 0.06% +18.0 +1.2% $139.17 +23.1%
145 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 704.0 $206K 0.06% +436.0 +162.7% $292.75 +33.7%
146 NVO NOVO-NORDISK A S Healthcare 5,491.0 $202K 0.06% -2K -29.3% $36.75 +18.4%
147 MBIN MERCHANTS BANCORP IND Financial Services 4,687.0 $201K 0.06% $42.91 +13.7%
148 MKC MCCORMICK & CO INC Consumer Defensive 3,968.0 $200K 0.06% -2K -27.6% $50.44 -7.8%
149 XLK SELECT SECTOR SPDR TR 1,476.0 $196K 0.06% -232.0 -13.6% $132.90 +39.8%
150 RSP INVESCO EXCHANGE TRADED FD T 980.0 $188K 0.06% -195.0 -16.6% $191.92 +8.9%
151 VGT VANGUARD WORLD FD 269.0 $188K 0.06% +2.0 +0.8% $698.92 -83.3%
152 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 556.0 $188K 0.06% +225.0 +68.0% $337.95 +27.9%
153 EFV ISHARES TR 2,478.0 $184K 0.06% +2K +399.6% $74.35 +3.3%
154 IUSB ISHARES TR 3,928.0 $181K 0.06% +4K +947.5% $46.19 -0.4%
155 VONG VANGUARD SCOTTSDALE FDS 1,580.0 $173K 0.05% -24.0 -1.5% $109.69 +14.3%
156 BKNG BOOKING HOLDINGS INC Consumer Cyclical 39.0 $164K 0.05% +7.0 +21.9% $4210.31 -95.9%
157 NFLX NETFLIX INC. Communication Services 1,633.0 $157K 0.05% -657.0 -28.7% $96.15 -20.0%
158 CSCO CISCO SYS INC Technology 2,023.0 $157K 0.05% -904.0 -30.9% $77.59 +51.2%
159 AMP AMERIPRISE FINL INC Financial Services 345.0 $153K 0.05% $444.40 +6.2%
160 BIV VANGUARD BD INDEX FDS 1,885.0 $145K 0.04% +2K +6632.1% $77.18 -1.1%
Page 8 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%