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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHA SCHWAB STRATEGIC TR 102.0 $4K 0.00% +1.0 +1.0% $36.05 -0.7%
122 GCT GIGACLOUD TECHNOLOGY INC Technology 110.0 $3K 0.00% +22.0 +25.0% $31.60 +59.1%
123 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 260.0 $3K 0.00% +180.0 +225.0% $13.22 -3.8%
124 EXPO EXPONENT INC Industrials 53.0 $3K 0.00% +20.0 +60.6% $58.77 +12.6%
125 NRC NRC HEALTH Healthcare 143.0 $3K 0.00% +64.0 +81.0% $21.57 +0.9%
126 CPB THE CAMPBELLS COMPANY Consumer Defensive 133.0 $3K 0.00% +32.0 +31.7% $22.32 +1.6%
127 TMDX TRANSMEDICS GROUP INC Healthcare 42.0 $3K 0.00% +25.0 +147.1% $66.43 +33.0%
128 IRMD IRADIMED CORP Healthcare 27.0 $3K 0.00% +12.0 +80.0% $95.59 -7.9%
129 VSNT VERSANT MEDIA GROUP INC Industrials 71.0 $3K 0.00% +52.0 +273.7% $36.01 +8.9%
130 SCUS SCHWAB STRATEGIC TR 101.0 $3K 0.00% +1.0 +1.0% $25.18 -0.1%
131 CHWY CHEWY INC Consumer Cyclical 123.0 $2K 0.00% +30.0 +32.3% $19.65 +12.6%
132 VTRS VIATRIS INC Healthcare 142.0 $2K 0.00% +107.0 +305.7% $15.92 +2.0%
133 CPRT COPART INC Industrials 80.0 $2K 0.00% +60.0 +300.0% $28.20 +12.4%
134 PYPL PAYPAL HLDGS INC Financial Services 47.0 $2K 0.00% +1.0 +2.2% $43.19 +40.0%
135 VWO VANGUARD INTL EQUITY INDEX F 20.0 $1K 0.00% +3.0 +17.6% $59.70 +1.2%
136 BITO PROSHARES TR 103.0 $819.0 +1.0 +1.0% $7.95 +9.3%
137 LUV SOUTHWEST AIRLS CO Industrials 12.0 $608.0 +1.0 +9.1% $50.67 -14.4%
138 TTD THE TRADE DESK INC Technology 31.0 $561.0 +6.0 +24.0% $18.10 -26.0%
139 NWL NEWELL BRANDS INC Consumer Defensive 78.0 $478.0 +1.0 +1.3% $6.13 -1.4%
140 KD KYNDRYL HLDGS INC Technology 15.0 $170.0 +5.0 +50.0% $11.33 +12.2%
Page 7 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%