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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FORM FORMFACTOR INC Technology 34.0 $5K 0.00% NEW $159.94 -13.6%
42 BLLN BILLIONTOONE INC Healthcare 40.0 $5K 0.00% NEW $120.00 -21.7%
43 OUSTER INC 70.0 $4K 0.00% NEW $62.53
44 ICLN ISHARES TR 200.0 $4K 0.00% NEW $20.49 -11.6%
45 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 140.0 $4K 0.00% NEW $28.72 -17.3%
46 BZAI BLAIZE HLDGS INC Technology 2,500.0 $3K 0.00% NEW $1.38 -62.3%
47 SFM SPROUTS FMRS MKT INC Consumer Defensive 40.0 $3K 0.00% NEW $84.60 -4.7%
48 FEDEX FGHT HLDG CO INC 22.0 $3K 0.00% NEW $151.00
49 COCH ENVOY MEDICAL INC Healthcare 4,000.0 $3K 0.00% NEW $0.79 -7.2%
50 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 101.0 $3K 0.00% NEW $30.71 +16.4%
51 PAYX PAYCHEX INC Industrials 30.0 $3K 0.00% NEW $98.33 +20.5%
52 LAND GLADSTONE LD CORP Real Estate 333.0 $3K 0.00% NEW $8.53 -3.4%
53 POW TIDAL TRUST III 78.0 $2K 0.00% NEW $31.00 -8.5%
54 AGPU AXE COMPUTE INC Technology 250.0 $2K 0.00% NEW $7.58 +40.1%
55 IGV ISHARES TR 20.0 $2K 0.00% NEW $90.60 +12.6%
56 PFLT PENNANTPARK FLOATING RATE CA Financial Services 200.0 $1K 0.00% NEW $7.48 -2.9%
57 NU NU HLDGS LTD Financial Services 100.0 $1K 0.00% NEW $13.36 +10.3%
58 IT GARTNER INC Technology 10.0 $1K 0.00% NEW $129.70 +38.2%
59 AIS TIDAL TRUST III 15.0 $1K 0.00% NEW $85.33 -12.5%
60 GRMN GARMIN LTD Technology 5.0 $1K 0.00% NEW $237.60 +29.4%
Page 3 of 4  ·  78 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%