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Portfolio (Quarterly) Guide ↗

Robertson Stephens Wealth Management, LLC

· CIK 0001767307
13F Portfolio $4.1B AUM 645 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 79 New 204 Added 265 Reduced 88 Exited
Page 25 of 33  ·  645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ITW ILLINOIS TOOL WKS INC Industrials 1,418.0 $386K 0.01% -998.0 -41.3% $272.02 +4.6%
482 EPOL ISHARES TR 9,889.0 $382K 0.01% -8K -43.3% $38.61 +13.0%
483 DE DEERE & CO Industrials 599.0 $381K 0.01% -30.0 -4.8% $636.04 -7.4%
484 XLRE SELECT SECTOR SPDR TR 8,561.0 $377K 0.01% -55.0 -0.6% $44.03 +1.4%
485 FDN FIRST TR EXCHANGE-TRADED FD 1,408.0 $373K 0.01% $264.72 +7.2%
486 CMF ISHARES TR 6,454.0 $372K 0.01% NEW $57.64 -1.9%
487 EWH ISHARES INC 17,704.0 $370K 0.01% NEW $20.92 +7.2%
488 PGR PROGRESSIVE CORP Financial Services 1,676.0 $366K 0.01% -107.0 -6.0% $218.45 -5.1%
489 FAST FASTENAL CO Industrials 7,621.0 $366K 0.01% +146.0 +1.9% $48.03 +6.7%
490 MRSH MARSH & MCLENNAN COS INC Financial Services 2,178.0 $363K 0.01% +187.0 +9.4% $166.67 +11.8%
491 CTMX CYTOMX THERAPEUTICS INC. Healthcare 96,000.0 $360K 0.01% NEW $3.75 -9.6%
492 NOW SERVICENOW INC Technology 3,595.0 $357K 0.01% NEW $99.28 +20.4%
493 CUE CUE BIOPHARMA INC Healthcare 11,133.0 $351K 0.01% NEW $31.56 -18.6%
494 BLOCK INC 4,605.0 $350K 0.01% -1K -24.4% $76.00
495 XE X-ENERGY INC Industrials 19,000.0 $349K 0.01% NEW $18.36 +2.7%
496 NSC NORFOLK SOUTHN CORP Industrials 1,096.0 $345K 0.01% -73.0 -6.2% $314.59 +7.7%
497 IMCB ISHARES TR 3,560.0 $344K 0.01% $96.56 +3.3%
498 FNF FIDELITY NATL FINL INC Financial Services 7,279.0 $343K 0.01% $47.16 +2.8%
499 EWA ISHARES INC 12,163.0 $343K 0.01% +245.0 +2.1% $28.16 +5.1%
500 HDEF DBX ETF TR 10,655.0 $342K 0.01% $32.14 +5.2%
Page 25 of 33  ·  645 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 38.3%
Financial Services 21.7%
Communication Services 9.0%
Healthcare 8.5%
Consumer Cyclical 6.5%
Industrials 6.2%
Consumer Defensive 3.8%
Energy 2.5%
Basic Materials 2.3%
Real Estate 0.8%