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Portfolio (Quarterly) Guide ↗

TEALWOOD ASSET MANAGEMENT INC

· CIK 0001164062
13F Portfolio $220M AUM 118 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 34 Added 41 Reduced 11 Exited
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 META META PLATFORMS INC Communication Services 4,979.0 $2.8M 1.30% +68.0 +1.4% $572.20 +6.7%
2 TXN TEXAS INSTRS INC Technology 12,023.0 $2.3M 1.06% +7K +138.2% $194.13 +59.3%
3 BERKSHIRE HATHAWAY INC DEL 4,525.0 $2.2M 0.99% +25.0 +0.6% $479.12
4 HRB BLOCK H & R INC Consumer Cyclical 66,438.0 $2.1M 0.96% +32K +92.2% $31.74 +22.5%
5 MRVL MARVELL TECHNOLOGY INC Technology 21,112.0 $2.1M 0.95% +173.0 +0.8% $99.04 +98.2%
6 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 9,883.0 $2.0M 0.89% +71.0 +0.7% $197.51 +15.2%
7 MSFT MICROSOFT CORP Technology 5,227.0 $1.9M 0.88% +262.0 +5.3% $370.19 +13.1%
8 FORTINET INC 23,034.0 $1.9M 0.86% +204.0 +0.9% $81.71
9 REGN REGENERON PHARMACEUTICALS Healthcare 2,342.0 $1.8M 0.82% +13.0 +0.6% $772.84 -17.3%
10 SPGI S&P GLOBAL INC Financial Services 4,250.0 $1.8M 0.82% +930.0 +28.0% $425.41 -1.8%
11 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,847.0 $1.8M 0.82% +68.0 +0.8% $203.12 +10.9%
12 ETN EATON CORP PLC Industrials 5,017.0 $1.8M 0.82% +40.0 +0.8% $357.58 +9.4%
13 AZO AUTOZONE INC Consumer Cyclical 503.0 $1.7M 0.77% +4.0 +0.8% $3377.73 +0.9%
14 V VISA INC Financial Services 5,530.0 $1.7M 0.76% +34.0 +0.6% $302.17 +8.8%
15 APOS APOLLO GLOBAL MGMT INC Financial Services 14,975.0 $1.7M 0.76% +211.0 +1.4% $111.39 -76.5%
16 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 10,352.0 $1.6M 0.74% +103.0 +1.0% $157.26 -2.7%
17 AON AON PLC Financial Services 4,867.0 $1.6M 0.71% +86.0 +1.8% $322.79 +0.6%
18 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,196.0 $1.6M 0.71% +41.0 +1.3% $491.55 -8.8%
19 PANW PALO ALTO NETWORKS INC Technology 9,764.0 $1.6M 0.71% +148.0 +1.5% $160.28 +62.6%
20 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,489.0 $1.6M 0.71% +27.0 +0.8% $446.55 -2.7%
Page 1 of 2  ·  34 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 30.5%
Healthcare 19.2%
Industrials 15.0%
Financial Services 13.8%
Consumer Cyclical 8.9%
Communication Services 6.7%
Consumer Defensive 2.6%
Real Estate 1.4%
Energy 1.3%
Basic Materials 0.7%