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Portfolio (Quarterly) Guide ↗

Teamwork Financial Advisors, LLC

· CIK 0001629931
13F Portfolio $946M AUM 216 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 60 Added 93 Reduced 26 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MLPX GLOBAL X FDS 44,212.0 $3.3M 0.34% +3K +8.2% $73.94 +2.2%
22 FDL FIRST TR EXCHANGE-TRADED FD 53,919.0 $2.7M 0.29% +2K +4.1% $50.80 -0.9%
23 UBER UBER TECHNOLOGIES INC Technology 29,204.0 $2.1M 0.22% +7K +31.3% $71.93 -2.5%
24 CRM SALESFORCE INC Technology 11,019.0 $2.1M 0.22% +2K +26.8% $186.67 -4.1%
25 MSTR STRATEGY INC Technology 15,578.0 $1.9M 0.20% +11K +235.4% $124.80 +28.1%
26 SCHD SCHWAB STRATEGIC TR 62,454.0 $1.9M 0.20% +2K +3.5% $30.68 +6.5%
27 PATH UIPATH INC Technology 155,611.0 $1.7M 0.18% +47K +43.2% $11.10 -0.1%
28 IVV ISHARES TR 2,545.0 $1.7M 0.18% +946.0 +59.2% $653.21 +15.4%
29 ABT ABBOTT LABORATORIES Healthcare 15,886.0 $1.6M 0.17% +13K +527.4% $102.67 -15.6%
30 QDPL PACER FDS TR 40,103.0 $1.6M 0.17% +3K +7.3% $40.14 +14.5%
31 CVX CALL CHEVRON CORPORATION Energy 7,600.0 $1.6M 0.17% +5K +171.4% $206.90 -10.7%
32 DGRO ISHARES TR 20,953.0 $1.5M 0.15% +1K +7.6% $70.18 +6.3%
33 TSLA CALL TESLA INC Consumer Cyclical 3,300.0 $1.2M 0.13% +700.0 +26.9% $371.75 +16.6%
34 GRMN GARMIN LTD Technology 4,796.0 $1.1M 0.12% +414.0 +9.4% $232.03 +2.8%
35 TRFK PACER FDS TR 16,611.0 $1.0M 0.11% +145.0 +0.9% $62.24 +58.5%
36 NEBIUS GROUP N.V. 9,761.0 $1.0M 0.11% +833.0 +9.3% $103.76
37 O REALTY INCOME CORP Real Estate 14,594.0 $893K 0.09% +889.0 +6.5% $61.18 +2.1%
38 GOOG CALL ALPHABET INC Communication Services 3,000.0 $861K 0.09% +3K +650.0% $286.86 +34.2%
39 RBRK RUBRIK INC. Technology 16,642.0 $815K 0.09% +9K +105.8% $48.97 +39.5%
40 ALAB ASTERA LABS INC Technology 6,341.0 $695K 0.07% +460.0 +7.8% $109.60 +190.8%
Page 2 of 3  ·  60 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 32.1%
Financial Services 13.2%
Industrials 12.1%
Consumer Cyclical 11.0%
Communication Services 9.9%
Energy 8.7%
Utilities 4.1%
Consumer Defensive 3.9%
Basic Materials 3.0%
Healthcare 1.5%