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Portfolio (Quarterly) Guide ↗

Wellspring Financial Advisors, LLC

· CIK 0001811308
13F Portfolio $1.5B AUM 288 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 288 New
Page 9 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,446.0 $523K 0.03% NEW $95.98 +33.4%
162 RRX REGAL REXNORD CORPORATION Industrials 2,193.0 $522K 0.03% NEW $238.19 -28.7%
163 UNP UNION PAC CORP Industrials 1,908.0 $519K 0.03% NEW $272.04 +10.2%
164 QCOM QUALCOMM INC Technology 2,764.0 $511K 0.03% NEW $185.03 -13.6%
165 HD HOME DEPOT INC Consumer Cyclical 1,433.0 $505K 0.03% NEW $352.71 -4.0%
166 FDX FEDEX CORP Industrials 1,608.0 $504K 0.03% NEW $313.14 +5.4%
167 ITOT ISHARES TR 3,059.0 $502K 0.03% NEW $164.25 +2.6%
168 FLEX FLEX LTD Technology 3,072.0 $498K 0.03% NEW $162.07 -26.1%
169 ORCL ORACLE CORP Technology 3,365.0 $493K 0.03% NEW $146.63 -1.9%
170 FORTINET INC 3,117.0 $479K 0.03% NEW $153.62
171 IWB ISHARES TR 1,167.0 $478K 0.03% NEW $409.40 +2.8%
172 D DOMINION ENERGY INC Utilities 6,939.0 $475K 0.03% NEW $68.38 +0.8%
173 ETN EATON CORP PLC Industrials 1,108.0 $472K 0.03% NEW $425.99 +1.1%
174 CRM SALESFORCE INC Technology 3,010.0 $472K 0.03% NEW $156.69 +26.5%
175 BN BROOKFIELD CORP Financial Services 11,013.0 $469K 0.03% NEW $42.59 -1.0%
176 OTIS OTIS WORLDWIDE CORP Industrials 6,548.0 $469K 0.03% NEW $71.60 -1.0%
177 MRK MERCK & CO INC Healthcare 22,465.0 $465K 0.03% NEW $20.72 +553.3%
178 USFD US FOODS HLDG CORP Consumer Defensive 4,453.0 $455K 0.03% NEW $102.25 +5.4%
179 DHR DANAHER CORP DEL Healthcare 2,365.0 $451K 0.03% NEW $190.50 +5.6%
180 PH PARKER-HANNIFIN CORP Industrials 459.0 $449K 0.03% NEW $977.34 +6.5%
Page 9 of 15  ·  288 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 41.0%
Technology 27.6%
Communication Services 8.0%
Healthcare 6.3%
Consumer Cyclical 5.9%
Industrials 5.1%
Consumer Defensive 2.2%
Energy 1.6%
Utilities 1.0%
Basic Materials 0.9%