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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 10 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLV ISHARES SILVER TR Financial Services 4,381.0 $299K 0.03% NEW $68.14 +1.8%
182 LRCX LAM RESEARCH CORP Technology 1,373.0 $293K 0.03% -85K -98.4% $213.66 +50.8%
183 WWD WOODWARD INC Industrials 812.0 $291K 0.03% $357.92 +1.1%
184 BA BOEING CO Industrials 1,429.0 $284K 0.03% $199.03 +9.9%
185 QCOM QUALCOMM INC Technology 2,174.0 $280K 0.03% -11K -83.7% $128.78 +92.0%
186 SPGI S&P GLOBAL INC Financial Services 656.0 $279K 0.03% -29K -97.8% $425.34 -3.1%
187 VUG VANGUARD INDEX FDS 620.0 $271K 0.03% NEW $436.79 -79.8%
188 UBER CALL UBER TECHNOLOGIES INC Technology 3,600.0 $259K 0.03% $71.93 -2.5%
189 VST CALL VISTRA CORP Utilities 1,700.0 $256K 0.03% NEW $150.33 +9.2%
190 XLC SELECT SECTOR SPDR TR 2,305.0 $256K 0.03% +254.0 +12.4% $110.86 +4.1%
191 ATO ATMOS ENERGY CORP Utilities 1,346.0 $249K 0.03% $184.72 -3.6%
192 ANET CALL ARISTA NETWORKS INC Technology 2,000.0 $246K 0.03% $122.78 +29.4%
193 KO COCA COLA CO Consumer Defensive 3,220.0 $245K 0.03% NEW $76.07 +6.1%
194 RTX RTX CORPORATION Industrials 1,226.0 $237K 0.03% +18.0 +1.5% $192.95 -7.5%
195 MLM MARTIN MARIETTA MATLS INC Basic Materials 400.0 $235K 0.03% -4.0 -1.0% $588.68 -5.1%
196 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,943.0 $231K 0.02% $58.47 +11.0%
197 IUSG ISHARES TR 1,470.0 $228K 0.02% NEW $155.11 +21.7%
198 XLV SELECT SECTOR SPDR TR 1,546.0 $227K 0.02% NEW $146.62 +1.5%
199 MCD MCDONALDS CORP Consumer Cyclical 719.0 $223K 0.02% +63.0 +9.6% $310.59 -10.1%
200 MPLX MPLX LP Energy 3,910.0 $223K 0.02% $57.07 -1.0%
Page 10 of 11  ·  216 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%