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Portfolio (Quarterly) Guide ↗

WORLD EQUITY GROUP, INC.

· CIK 0000878770
13F Portfolio $386M AUM 368 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 168 Added 99 Reduced 28 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GCOW PACER FDS TR 6,173 $254K 0.07% SOLD
22 TMO THERMO FISHER SCIENTIFIC INC Healthcare 423 $245K 0.07% SOLD
23 PINS PINTEREST INC Communication Services 8,442 $219K 0.06% SOLD
24 SBUX STARBUCKS CORP Consumer Cyclical 2,567 $216K 0.06% SOLD
25 COMERICA INC 2,480 $216K 0.06% SOLD
26 MA MASTERCARD INCORPORATED Financial Services 372 $212K 0.06% SOLD
27 XISE FIRST TR EXCHNG TRADED FD VI 6,856 $208K 0.06% SOLD
28 QSPT FIRST TR EXCHNG TRADED FD VI 6,336 $201K 0.06% SOLD
Page 2 of 2  ·  28 positions
Sector Allocation
Technology 30.8%
Financial Services 23.0%
Consumer Cyclical 9.0%
Industrials 8.4%
Communication Services 7.6%
Energy 6.4%
Consumer Defensive 5.1%
Healthcare 4.9%
Utilities 2.0%
Basic Materials 1.4%