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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GE AEROSPACE Industrials 35,028.0 $9.9M 1.05% -9K -19.7% $283.77 +9.9%
42 XOM CALL EXXON MOBIL CORP Energy 58,300.0 $9.9M 1.04% -2K -2.5% $169.66 -11.2%
43 UNP UNION PAC CORP Industrials 40,268.0 $9.8M 1.03% NEW $242.62 +12.0%
44 PKG PACKAGING CORP AMER Consumer Cyclical 45,756.0 $9.7M 1.03% NEW $212.22 +2.6%
45 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 133,027.0 $9.6M 1.02% -47K -26.2% $72.46 +20.9%
46 NOC NORTHROP GRUMMAN CORP Industrials 13,970.0 $9.5M 1.01% NEW $682.25 -18.4%
47 PPG PPG INDS INC Basic Materials 86,615.0 $9.3M 0.98% NEW $106.88 +2.0%
48 GRNY TIDAL TRUST I 309,230.0 $7.4M 0.78% -91K -22.8% $23.87 +14.3%
49 SPYI NEOS ETF TRUST 148,370.0 $7.3M 0.77% -30K -17.0% $49.37 +8.5%
50 NVDA CALL NVIDIA CORPORATION Technology 41,100.0 $7.2M 0.76% +6K +15.8% $174.40 +22.6%
51 TPL TEXAS PACIFIC LAND CORPORATI Energy 14,795.0 $7.0M 0.74% NEW $474.56 -15.8%
52 V VISA INC Financial Services 23,132.0 $7.0M 0.74% +16K +203.6% $302.24 +8.0%
53 RDDT REDDIT INC Communication Services 49,198.0 $6.6M 0.70% NEW $134.65 +6.5%
54 QQQI NEOS ETF TRUST 131,273.0 $6.5M 0.69% -36K -21.7% $49.69 +14.3%
55 AMZN CALL AMAZON COM INC Consumer Cyclical 30,900.0 $6.4M 0.68% -11K -25.5% $208.27 +26.4%
56 AAPL CALL APPLE INC Technology 24,300.0 $6.2M 0.65% -6K -19.0% $253.79 +22.1%
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 18,140.0 $6.1M 0.65% -789.0 -4.2% $337.96 +22.1%
58 VLO VALERO ENERGY CORP Energy 23,150.0 $5.7M 0.60% $247.08 -0.7%
59 GOOG ALPHABET INC Communication Services 15,757.0 $4.5M 0.48% +231.0 +1.5% $286.85 +33.6%
60 KNG FIRST TR EXCHANGE-TRADED FD 82,007.0 $4.0M 0.42% +3K +4.3% $48.71 -0.2%
Page 3 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%