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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 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COWZ PACER FDS TR 8,701.0 $544K 0.06% -2K -20.5% $62.56 +2.5%
62 ISRG INTUITIVE SURGICAL INC Healthcare 1,131.0 $521K 0.06% -405.0 -26.4% $460.99 -5.3%
63 MO ALTRIA GROUP INC Consumer Defensive 7,543.0 $498K 0.05% -109.0 -1.4% $66.00 +9.7%
64 PWR CALL QUANTA SVCS INC Industrials 900.0 $494K 0.05% -700.0 -43.8% $549.02 +35.2%
65 VYM VANGUARD WHITEHALL FDS 3,243.0 $480K 0.05% -235.0 -6.8% $148.10 +7.1%
66 ASML ASML HLDG NV Technology 359.0 $474K 0.05% -7.0 -1.9% $1321.10 +23.5%
67 KMI KINDER MORGAN INC DEL Energy 13,675.0 $459K 0.05% -209.0 -1.5% $33.53 -2.0%
68 AMD CALL ADVANCED MICRO DEVICES INC Technology 2,200.0 $448K 0.05% -200.0 -8.3% $203.43 +147.7%
69 UNH UNITEDHEALTH GROUP INC Healthcare 1,602.0 $433K 0.05% -11K -86.8% $270.59 +39.3%
70 CRWD CALL CROWDSTRIKE HLDGS INC Technology 1,100.0 $429K 0.04% -300.0 -21.4% $390.41 +72.0%
71 AMLP ALPS ETF TR 7,863.0 $414K 0.04% -435.0 -5.2% $52.64 +1.3%
72 IJR ISHARES TR 3,297.0 $410K 0.04% -128.0 -3.7% $124.30 +12.3%
73 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 400.0 $399K 0.04% -100.0 -20.0% $996.43 +0.7%
74 SPYG SPDR SERIES TRUST 3,942.0 $386K 0.04% -122.0 -3.0% $97.91 +22.3%
75 VIG VANGUARD SPECIALIZED FUNDS 1,758.0 $378K 0.04% -44.0 -2.4% $215.07 +8.5%
76 IRM IRON MTN INC DEL Real Estate 3,580.0 $366K 0.04% -873.0 -19.6% $102.14 +25.7%
77 HYMB SPDR SERIES TRUST 14,550.0 $361K 0.04% -4K -21.1% $24.80 +1.1%
78 AXON AXON ENTERPRISE INC Industrials 844.0 $358K 0.04% -25K -96.7% $424.69 -9.3%
79 RKLB ROCKET LAB CORP Industrials 5,352.0 $344K 0.04% -6K -54.0% $64.22 +123.0%
80 ET ENERGY TRANSFER L P Energy 16,982.0 $328K 0.04% -2K -8.8% $19.30 +1.6%
Page 4 of 5  ·  93 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%