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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IQVIA HLDGS INC 600.0 $116K 0.05% -5.0 -0.8% $193.22
62 SOFI SOFI TECHNOLOGIES INC Financial Services 6,000.0 $108K 0.05% -600.0 -9.1% $17.93 +2.1%
63 NOC NORTHROP GRUMMAN CORP Industrials 168.0 $86K 0.04% -2.0 -1.2% $509.32 +12.0%
64 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 2,801.0 $74K 0.03% -469.0 -14.3% $26.39 +10.1%
65 BA BOEING CO Industrials 322.0 $70K 0.03% -985.0 -75.4% $216.47 +4.4%
66 FCX FREEPORT MCMORAN INC Basic Materials 999.0 $63K 0.03% -8.0 -0.8% $62.89 +8.8%
67 IBB ISHARES TR 322.0 $61K 0.03% -258.0 -44.5% $190.19 +6.2%
68 ASML ASML HLDG NV Technology 30.0 $60K 0.03% -19.0 -38.8% $1989.47 -5.3%
69 BX BLACKSTONE INC Financial Services 478.0 $56K 0.03% -63.0 -11.7% $117.67 +19.5%
70 MDT MEDTRONIC PLC Healthcare 650.0 $51K 0.02% -21K -97.0% $78.23 +15.8%
71 COP CONOCOPHILLIPS Energy 482.0 $50K 0.02% -6.0 -1.2% $103.96 +22.7%
72 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,783.0 $46K 0.02% -56.0 -3.0% $25.95 +9.6%
73 SPAB SPDR SERIES TRUST 1,751.0 $45K 0.02% -1K -42.8% $25.52 -1.7%
74 IWR ISHARES TR 369.0 $41K 0.02% -30.0 -7.5% $110.43 +3.4%
75 ITA ISHARES TR 164.0 $40K 0.02% -183.0 -52.7% $242.42 +3.6%
76 ISRG INTUITIVE SURGICAL INC Healthcare 97.0 $39K 0.02% -4.0 -4.0% $397.68 -1.8%
77 NKE NIKE INC Consumer Cyclical 865.0 $36K 0.02% -15.0 -1.7% $41.05 -4.8%
78 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 1,690.0 $35K 0.02% -1K -45.3% $20.56 +1.7%
79 CMI CUMMINS INC Industrials 46.0 $33K 0.01% -2.0 -4.2% $713.22 -10.1%
80 MIR MIRION TECHNOLOGIES INC Industrials 1,695.0 $30K 0.01% -1K -41.9% $17.93 -12.2%
Page 4 of 7  ·  137 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%