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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSGP COSTAR GROUP INC Real Estate 40.0 $1K 0.00% NEW $28.32 +10.7%
62 FISV FISERV INC Technology 20.0 $981.0 NEW $49.05 +6.4%
63 VRSK VERISK ANALYTICS INC Industrials 5.0 $898.0 NEW $179.60 -2.2%
64 HAYW HAYWARD HLDGS INC Industrials 50.0 $866.0 NEW $17.32 -14.8%
65 VEU VANGUARD INTL EQUITY INDEX F 10.0 $838.0 NEW $83.80 +2.4%
66 CASY CASEYS GEN STORES INC Consumer Cyclical 1.0 $795.0 NEW $795.00 +9.4%
67 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 15.0 $793.0 NEW $52.87 -11.2%
68 BAX BAXTER INTL INC Healthcare 35.0 $747.0 NEW $21.34 +21.4%
69 NOK NOKIA CORP Technology 50.0 $664.0 NEW $13.28 -18.8%
70 NNE NANO NUCLEAR ENERGY INC Industrials 30.0 $635.0 NEW $21.17 -7.4%
71 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $571.0 NEW $114.20 +1.3%
72 J P MORGAN EXCHANGE TRADED F 10.0 $506.0 NEW $50.60
73 VYMI VANGUARD WHITEHALL FDS 5.0 $491.0 NEW $98.20 +6.3%
74 DCBO DOCEBO INC Technology 18.0 $323.0 NEW $17.94 +25.7%
75 CARNIVAL CORP LTD 11.0 $316.0 NEW $28.73
76 DOCS DOXIMITY INC Healthcare 14.0 $291.0 NEW $20.79 +18.0%
77 BNDX VANGUARD CHARLOTTE FDS 5.0 $243.0 NEW $48.60 -2.0%
78 ONCY ONCOLYTICS BIOTECH INC Healthcare 31.0 $30.0 NEW $0.97 -15.0%
Page 4 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%