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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OTIS OTIS WORLDWIDE CORP Industrials 19,113.0 $1.5M 0.67% +7K +54.5% $77.07 -5.6%
82 ABT ABBOTT LABORATORIES Healthcare 14,152.0 $1.5M 0.66% +4K +32.9% $102.67 -14.9%
83 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11,023.0 $1.5M 0.66% -64.0 -0.6% $131.72 +19.0%
84 NDAQ NASDAQ INC Financial Services 17,060.0 $1.4M 0.66% $84.88 +7.2%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 341.0 $1.4M 0.65% +5.0 +1.5% $4211.14 -96.2%
86 CWAN CLEARWATER ANALYTICS HLDGS I Technology 60,244.0 $1.4M 0.65% -2K -3.0% $23.65 +2.8%
87 ARGX ARGENX SE Healthcare 1,889.0 $1.4M 0.63% NEW $730.02 +10.5%
88 AWI ARMSTRONG WORLD INDS INC NEW Industrials 8,304.0 $1.4M 0.62% $164.74 -4.4%
89 SNPS SYNOPSYS INC Technology 3,348.0 $1.3M 0.60% +60.0 +1.8% $396.36 +32.4%
90 GTLS CHART INDS INC Industrials 6,413.0 $1.3M 0.60% -166.0 -2.5% $206.77 +0.6%
91 CRM SALESFORCE INC Technology 7,034.0 $1.3M 0.60% $186.66 -3.5%
92 ADBE ADOBE INC Technology 5,292.0 $1.3M 0.58% +2K +46.6% $243.01 +0.7%
93 LOGI LOGITECH INTL S A Technology 13,616.0 $1.2M 0.56% $91.14 +23.6%
94 EXEL EXELIXIS INC Healthcare 28,716.0 $1.2M 0.56% -23K -44.1% $42.90 +16.9%
95 UNH UNITEDHEALTH GROUP INC Healthcare 4,451.0 $1.2M 0.55% -55.0 -1.2% $270.50 +43.6%
96 FSS FEDERAL SIGNAL CORP Industrials 11,083.0 $1.2M 0.55% NEW $108.18 +4.1%
97 CVLT COMMVAULT SYS INC Technology 15,234.0 $1.2M 0.54% +8K +108.4% $77.92 +37.6%
98 CR CRANE COMPANY Industrials 6,894.0 $1.2M 0.54% NEW $171.02 +5.1%
99 HALO HALOZYME THERAPEUTICS INC Healthcare 18,242.0 $1.2M 0.54% $64.63 +5.7%
100 NMIH NMI HLDGS INC Financial Services 30,150.0 $1.1M 0.52% $37.51 -0.3%
Page 5 of 6  ·  118 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%