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 2 · 26 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	PAAA	PGIM ETF TR	—	3,902	$200K	0.02%	SOLD
22	IBIT CALL	ISHARES BITCOIN TRUST ETF	Financial Services	2,500	$124K	0.01%	SOLD
23	ISRG CALL	INTUITIVE SURGICAL INC	Healthcare	200	$113K	0.01%	SOLD
24	MSTR CALL	STRATEGY INC	Technology	700	$106K	0.01%	SOLD
25	PFLT	PENNANTPARK FLOATING RATE CA	Financial Services	10,844	$101K	0.01%	SOLD
26	CAT CALL	CATERPILLAR INC	Industrials	100	$57K	0.01%	SOLD

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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%