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Portfolio (Quarterly) Guide ↗

Worth Venture Partners, LLC

· CIK 0001696778
13F Portfolio $14M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMND LEMONADE INC Financial Services 4,042.0 $288K 2.08% NEW $71.18 -18.5%
22 NG NOVAGOLD RES INC Basic Materials 28,350.0 $264K 1.91% NEW $9.32 -14.5%
23 APARTMENT INVT & MGMT CO 44,400.0 $264K 1.91% NEW $5.94
24 MEC MAYVILLE ENGR CO INC Industrials 13,735.0 $257K 1.86% NEW $18.72 +41.9%
25 STRW STRAWBERRY FIELDS REIT INC Real Estate 18,061.0 $237K 1.71% NEW $13.10 +1.4%
26 WY WEYERHAEUSER CO MTN BE Real Estate 9,700.0 $230K 1.66% NEW $23.69 +2.8%
27 RDCM RADCOM LTD Communication Services 17,365.0 $227K 1.65% NEW $13.08 +11.9%
28 CUBE CUBESMART Real Estate 6,200.0 $224K 1.62% NEW $36.05 +10.4%
29 WSR WHITESTONE REIT Real Estate 15,300.0 $213K 1.54% NEW $13.89 +36.9%
30 LPTH LIGHTPATH TECHNOLOGIES INC Technology 19,555.0 $211K 1.53% NEW $10.80 +68.1%
31 NFGC NEW FOUND GOLD CORP Basic Materials 69,540.0 $207K 1.50% NEW $2.97 -35.9%
32 AHRT ARMADA HOFFLER PPTYS INC Financial Services 30,300.0 $201K 1.45% NEW $6.62 +2.1%
33 RDW REDWIRE CORPORATION Industrials 25,225.0 $192K 1.39% NEW $7.60 +232.0%
34 UUUU ENERGY FUELS INC Energy 13,020.0 $189K 1.37% NEW $14.54 +21.8%
35 ARLO ARLO TECHNOLOGIES INC Industrials 13,500.0 $189K 1.37% NEW $13.99 -4.3%
36 PERI PERION NETWORK LTD Communication Services 19,339.0 $185K 1.34% NEW $9.58 -10.2%
37 NPWR NET POWER INC Industrials 80,250.0 $183K 1.32% NEW $2.28 -13.4%
38 SUNPOWER INC 105,725.0 $166K 1.20% NEW $1.57
39 UMAC UNUSUAL MACHS INC Financial Services 11,705.0 $149K 1.08% NEW $12.74 +115.3%
40 HUDSON PAC PPTYS INC 12,757.0 $138K 1.00% NEW $10.83
Page 2 of 3  ·  52 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
Real Estate 28.8%
Technology 23.8%
Industrials 11.2%
Communication Services 9.6%
Basic Materials 9.3%
Financial Services 8.8%
Consumer Defensive 3.3%
Energy 3.3%
Healthcare 1.9%