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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $681M AUM 197 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 50 Added 73 Reduced 17 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLI SELECT SECTOR SPDR TR 2,840.0 $459K 0.07% +157.0 +5.8% $161.73 +7.8%
42 ACWX ISHARES TR 6,651.0 $455K 0.07% +939.0 +16.4% $68.47 +11.5%
43 XLK SELECT SECTOR SPDR TR 3,372.0 $448K 0.07% +554.0 +19.7% $132.90 +38.8%
44 DSI ISHARES TR 3,527.0 $427K 0.06% +1K +62.5% $121.19 +17.0%
45 NUE NUCOR CORP Basic Materials 2,500.0 $423K 0.06% +978.0 +64.3% $169.10 +45.8%
46 GDX VANECK ETF TRUST 4,529.0 $416K 0.06% +332.0 +7.9% $91.77 -6.9%
47 XLE SELECT SECTOR SPDR TR 6,262.0 $384K 0.06% +126.0 +2.0% $61.26 -7.0%
48 AOA ISHARES TR 3,986.0 $353K 0.05% +161.0 +4.2% $88.49 +10.3%
49 MGC VANGUARD WORLD FD 1,273.0 $301K 0.04% +466.0 +57.7% $236.35 +16.8%
50 VTI VANGUARD INDEX FDS 723.0 $232K 0.03% +96.0 +15.3% $320.81 +15.1%
Page 3 of 3  ·  50 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
Financial Services 40.2%
Healthcare 17.9%
Consumer Cyclical 12.7%
Technology 11.9%
Consumer Defensive 6.8%
Industrials 4.0%
Communication Services 2.2%
Energy 2.2%
Basic Materials 1.4%
Utilities 0.6%