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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRM SALESFORCE INC Technology 11,019.0 $2.1M 0.22% +2K +26.8% $186.67 -3.6%
82 SPYM SPDR SERIES TRUST 26,310.0 $2.0M 0.21% -795.0 -2.9% $76.54 +15.3%
83 MSTR STRATEGY INC Technology 15,578.0 $1.9M 0.20% +11K +235.4% $124.80 +28.2%
84 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 96,921.0 $1.9M 0.20% NEW $19.78 -3.5%
85 SCHD SCHWAB STRATEGIC TR 62,454.0 $1.9M 0.20% +2K +3.5% $30.68 +6.5%
86 EOG EOG RES INC Energy 13,142.0 $1.9M 0.20% -3K -20.8% $144.57 -5.1%
87 PATH UIPATH INC Technology 155,611.0 $1.7M 0.18% +47K +43.2% $11.10 +0.8%
88 IVV ISHARES TR 2,545.0 $1.7M 0.18% +946.0 +59.2% $653.21 +15.3%
89 ABT ABBOTT LABORATORIES Healthcare 15,886.0 $1.6M 0.17% +13K +527.4% $102.67 -15.6%
90 QDPL PACER FDS TR 40,103.0 $1.6M 0.17% +3K +7.3% $40.14 +14.2%
91 VOO VANGUARD INDEX FDS 2,690.0 $1.6M 0.17% -56.0 -2.0% $597.80 +15.3%
92 CVX CALL CHEVRON CORPORATION Energy 7,600.0 $1.6M 0.17% +5K +171.4% $206.90 -10.7%
93 DGRO ISHARES TR 20,953.0 $1.5M 0.15% +1K +7.6% $70.18 +6.3%
94 NET CLOUDFLARE INC Technology 6,751.0 $1.4M 0.15% -57K -89.5% $206.34 +6.0%
95 TEMA ETF TRUST 40,029.0 $1.4M 0.14% NEW $34.24
96 MU MICRON TECHNOLOGY INC Technology 3,658.0 $1.2M 0.13% -836.0 -18.6% $337.84 +169.6%
97 TSLA CALL TESLA INC Consumer Cyclical 3,300.0 $1.2M 0.13% +700.0 +26.9% $371.75 +16.0%
98 JEPQ J P MORGAN EXCHANGE TRADED F 21,959.0 $1.2M 0.13% -3K -13.4% $55.52 +9.1%
99 QQQ INVESCO QQQ TR Financial Services 1,998.0 $1.2M 0.12% -113.0 -5.3% $577.50 +26.3%
100 GRMN GARMIN LTD Technology 4,796.0 $1.1M 0.12% +414.0 +9.4% $232.03 +2.8%
Page 5 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%