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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 9 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JNJ JOHNSON & JOHNSON Healthcare 1,509.0 $369K 0.04% +67.0 +4.7% $244.44 -5.7%
162 BK CALL BANK NEW YORK MELLON CORP Financial Services 3,100.0 $368K 0.04% NEW $118.63 +18.7%
163 IRM IRON MTN INC DEL Real Estate 3,580.0 $366K 0.04% -873.0 -19.6% $102.14 +26.5%
164 LMT LOCKHEED MARTIN CORP Industrials 603.0 $364K 0.04% +78.0 +14.9% $604.23 -11.8%
165 HYMB SPDR SERIES TRUST 14,550.0 $361K 0.04% -4K -21.1% $24.80 +1.1%
166 AXON AXON ENTERPRISE INC Industrials 844.0 $358K 0.04% -25K -96.7% $424.69 -7.2%
167 TJX CALL TJX COS INC NEW Consumer Cyclical 2,200.0 $351K 0.04% NEW $159.70 -0.6%
168 RKLB ROCKET LAB CORP Industrials 5,352.0 $344K 0.04% -6K -54.0% $64.22 +123.1%
169 VTI VANGUARD INDEX FDS 1,070.0 $343K 0.04% +427.0 +66.4% $320.82 +15.0%
170 XLY SELECT SECTOR SPDR TR 3,077.0 $335K 0.04% +472.0 +18.1% $108.98 +9.2%
171 CDNS CALL CADENCE DESIGN SYSTEM INC Technology 1,200.0 $333K 0.04% NEW $277.87 +37.6%
172 ET ENERGY TRANSFER L P Energy 16,982.0 $328K 0.04% -2K -8.8% $19.30 +1.7%
173 ENB ENBRIDGE INC Energy 6,020.0 $326K 0.03% -245.0 -3.9% $54.14 +5.5%
174 SCHG SCHWAB STRATEGIC TR 11,104.0 $323K 0.03% +196.0 +1.8% $29.13 +18.5%
175 ETN CALL EATON CORP PLC Industrials 900.0 $322K 0.03% NEW $357.67 +13.1%
176 PEP PEPSICO INC Consumer Defensive 2,067.0 $321K 0.03% -12K -84.8% $155.27 -5.9%
177 JMUB J P MORGAN EXCHANGE TRADED F 6,274.0 $314K 0.03% $49.99 +0.5%
178 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,051.0 $313K 0.03% -675.0 -24.8% $152.51 +9.3%
179 HD HOME DEPOT INC Consumer Cyclical 926.0 $305K 0.03% $328.93 -6.0%
180 XLK SELECT SECTOR SPDR TR 2,275.0 $302K 0.03% +868.0 +61.7% $132.89 +39.3%
Page 9 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%