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Portfolio (Quarterly) Guide ↗

WOLFF WIESE MAGANA LLC

· CIK 0001832097
13F Portfolio $217M AUM 1,027 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 140 Added 137 Reduced 34 Exited
Page 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMCSA COMCAST CORP NEW Communication Services 1,967.0 $48K 0.02% +1K +194.9% $24.55 +4.2%
82 F FORD MTR CO Consumer Cyclical 3,397.0 $47K 0.02% +26.0 +0.8% $13.90 +1.1%
83 ON ON SEMICONDUCTOR CORP Technology 433.0 $41K 0.02% +340.0 +365.6% $94.54 -11.8%
84 PLD PROLOGIS INC. Real Estate 300.0 $41K 0.02% +191.0 +175.2% $135.67 +3.6%
85 GCOW PACER FDS TR 903.0 $39K 0.02% +240.0 +36.2% $43.30 +7.6%
86 ARCC ARES CAPITAL CORP Financial Services 2,004.0 $37K 0.02% +50.0 +2.6% $18.53 +6.0%
87 COHR COHERENT CORP Technology 93.0 $37K 0.02% +68.0 +272.0% $394.47 -11.0%
88 SYM SYMBOTIC INC Industrials 800.0 $36K 0.02% +500.0 +166.7% $44.95 -5.8%
89 VLO VALERO ENERGY CORP Energy 133.0 $35K 0.02% +91.0 +216.7% $260.44 +33.3%
90 VST VISTRA CORP Utilities 218.0 $35K 0.02% +160.0 +275.9% $158.63 -7.9%
91 AHRT AH RLTY TR INC Financial Services 4,615.0 $33K 0.01% +77.0 +1.7% $7.08 -5.9%
92 VYM VANGUARD WHITEHALL FDS 197.0 $31K 0.01% +132.0 +203.1% $157.74 +5.0%
93 C CITIGROUP INC Financial Services 217.0 $30K 0.01% +80.0 +58.4% $139.69 -0.8%
94 PNC PNC FINL SVCS GROUP INC Financial Services 122.0 $30K 0.01% +46.0 +60.5% $246.22 +3.4%
95 GPIX GOLDMAN SACHS ETF TR 501.0 $28K 0.01% +5.0 +1.0% $55.62 +1.4%
96 FIX COMFORT SYS USA INC Industrials 14.0 $28K 0.01% +6.0 +75.0% $1982.00 -5.1%
97 TMUS T-MOBILE US INC Communication Services 136.0 $23K 0.01% +71.0 +109.2% $167.74 +7.4%
98 ETHA ISHARES ETHEREUM TR Financial Services 1,743.0 $21K 0.01% +154.0 +9.7% $11.89 +21.1%
99 LEAD SIREN ETF TR 215.0 $20K 0.01% +22.0 +11.4% $91.66 -6.3%
100 TFC TRUIST FINL CORP Financial Services 363.0 $18K 0.01% +168.0 +86.2% $49.82 +5.4%
Page 5 of 7  ·  140 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 40.6%
Financial Services 17.3%
Healthcare 11.1%
Industrials 7.9%
Consumer Defensive 6.2%
Consumer Cyclical 5.4%
Communication Services 4.0%
Real Estate 3.8%
Utilities 2.2%
Energy 1.3%