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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 8 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLU SELECT SECTOR SPDR TR 10,329.0 $474K 0.05% +1K +10.8% $45.89 -1.2%
142 KMI KINDER MORGAN INC DEL Energy 13,675.0 $459K 0.05% -209.0 -1.5% $33.53 -2.0%
143 AMD CALL ADVANCED MICRO DEVICES INC Technology 2,200.0 $448K 0.05% -200.0 -8.3% $203.43 +147.7%
144 NFLX CALL NETFLIX INC. Communication Services 4,600.0 $442K 0.05% +2K +53.3% $96.15 -8.8%
145 UNH UNITEDHEALTH GROUP INC Healthcare 1,602.0 $433K 0.05% -11K -86.8% $270.59 +39.3%
146 SPY STATE STR SPDR S&P 500 ETF T Financial Services 666.0 $433K 0.05% $650.76 +15.3%
147 CRWD CALL CROWDSTRIKE HLDGS INC Technology 1,100.0 $429K 0.04% -300.0 -21.4% $390.41 +72.0%
148 ABBV ABBVIE INC Healthcare 1,972.0 $429K 0.04% $217.42 -2.0%
149 AXP CALL AMERICAN EXPRESS CO Financial Services 1,400.0 $423K 0.04% NEW $302.48 +2.7%
150 AMLP ALPS ETF TR 7,863.0 $414K 0.04% -435.0 -5.2% $52.64 +1.3%
151 IJR ISHARES TR 3,297.0 $410K 0.04% -128.0 -3.7% $124.30 +12.3%
152 MTUM ISHARES TR 1,700.0 $408K 0.04% $240.03 +30.8%
153 COST CALL COSTCO WHOLESALE CORPORATION Consumer Defensive 400.0 $399K 0.04% -100.0 -20.0% $996.43 +0.7%
154 GE CALL GE AEROSPACE Industrials 1,400.0 $397K 0.04% NEW $283.77 +10.8%
155 PM PHILIP MORRIS INTL INC Consumer Defensive 2,378.0 $393K 0.04% $165.34 +9.8%
156 SPYG SPDR SERIES TRUST 3,942.0 $386K 0.04% -122.0 -3.0% $97.91 +22.3%
157 J P MORGAN EXCHANGE TRADED F 6,250.0 $383K 0.04% $61.32
158 OKE CALL ONEOK INC NEW Energy 4,200.0 $380K 0.04% NEW $90.39 +0.1%
159 VIG VANGUARD SPECIALIZED FUNDS 1,758.0 $378K 0.04% -44.0 -2.4% $215.07 +8.5%
160 VXF VANGUARD INDEX FDS 1,800.0 $370K 0.04% $205.80 +14.0%
Page 8 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%