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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 7 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CACI CACI INTL INC Technology 1,202.0 $654K 0.07% $543.87 -7.9%
122 VZ VERIZON COMMUNICATIONS INC Communication Services 12,421.0 $624K 0.07% -130.0 -1.0% $50.20 -3.4%
123 XLE SELECT SECTOR SPDR TR 10,146.0 $622K 0.07% +2K +26.5% $61.26 -5.5%
124 HOOD CALL ROBINHOOD MKTS INC Financial Services 8,600.0 $596K 0.06% -1K -13.1% $69.30 +6.9%
125 EPD CALL ENTERPRISE PRODS PARTNERS L Energy 15,700.0 $594K 0.06% $37.84 +1.5%
126 IREN IREN LIMITED Financial Services 16,988.0 $582K 0.06% NEW $34.28 +74.4%
127 GLD SPDR GOLD TR Financial Services 1,299.0 $559K 0.06% +383.0 +41.8% $430.29 -3.8%
128 MSFT CALL MICROSOFT CORP Technology 1,500.0 $555K 0.06% -5K -75.4% $370.17 +12.4%
129 COWZ PACER FDS TR 8,701.0 $544K 0.06% -2K -20.5% $62.56 +2.5%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 2,241.0 $543K 0.06% +77.0 +3.6% $242.39 +3.4%
131 PSX PHILLIPS 66 Energy 2,922.0 $532K 0.06% $182.15 -4.5%
132 ISRG INTUITIVE SURGICAL INC Healthcare 1,131.0 $521K 0.06% -405.0 -26.4% $460.99 -5.3%
133 MO ALTRIA GROUP INC Consumer Defensive 7,543.0 $498K 0.05% -109.0 -1.4% $66.00 +9.7%
134 IAU ISHARES GOLD TR Financial Services 5,633.0 $497K 0.05% +66.0 +1.2% $88.16 -3.8%
135 PWR CALL QUANTA SVCS INC Industrials 900.0 $494K 0.05% -700.0 -43.8% $549.02 +35.2%
136 MNST CALL MONSTER BEVERAGE CORP NEW Consumer Defensive 6,800.0 $493K 0.05% NEW $72.46 +20.6%
137 WPC WP CAREY INC Real Estate 7,211.0 $490K 0.05% +262.0 +3.8% $67.96 +10.2%
138 EPR EPR PPTYS Real Estate 9,635.0 $481K 0.05% +643.0 +7.2% $49.96 +18.4%
139 VYM VANGUARD WHITEHALL FDS 3,243.0 $480K 0.05% -235.0 -6.8% $148.10 +7.1%
140 ASML ASML HLDG NV Technology 359.0 $474K 0.05% -7.0 -1.9% $1321.10 +23.5%
Page 7 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%