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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  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KMI KINDER MORGAN INC DEL Energy 941.0 $30K 0.01% -200.0 -17.5% $31.97 +1.1%
82 IBIT ISHARES BITCOIN TRUST ETF Financial Services 764.0 $25K 0.01% -180.0 -19.1% $33.29 +9.4%
83 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,615.0 $24K 0.01% -95.0 -5.6% $15.03 +21.0%
84 ENB ENBRIDGE INC Energy 440.0 $24K 0.01% -75.0 -14.6% $54.21 -6.7%
85 VTEB VANGUARD MUN BD FDS 452.0 $23K 0.01% -255.0 -36.1% $50.56 -1.8%
86 GSHD GOOSEHEAD INS INC Financial Services 461.0 $22K 0.01% -150.0 -24.6% $48.50 +32.8%
87 FALN ISHARES TR 802.0 $22K 0.01% -615.0 -43.4% $27.23 -0.8%
88 OXY OCCIDENTAL PETE CORP Energy 415.0 $20K 0.01% -350.0 -45.8% $48.57 +21.6%
89 PODD INSULET CORP Healthcare 132.0 $20K 0.01% -121.0 -47.8% $152.25 -8.2%
90 DLR DIGITAL RLTY TR INC Real Estate 108.0 $19K 0.01% -2.0 -1.8% $179.58 +10.2%
91 CB CHUBB LIMITED Financial Services 56.0 $19K 0.01% -4K -98.8% $340.75 +0.0%
92 ADP AUTOMATIC DATA PROCESSING IN Industrials 85.0 $19K 0.01% -14.0 -14.1% $223.95 +18.8%
93 EME EMCOR GROUP INC Industrials 20.0 $17K 0.01% -182.0 -90.1% $829.90 +3.9%
94 BBY BEST BUY INC Consumer Cyclical 198.0 $15K 0.01% -55.0 -21.7% $75.88 +12.6%
95 CBRE CBRE GROUP INC Real Estate 111.0 $15K 0.01% -35.0 -24.0% $134.69 +9.8%
96 AMT AMERICAN TOWER CORP Real Estate 87.0 $14K 0.01% -5.0 -5.4% $163.57 +5.3%
97 XEL XCEL ENERGY INC Utilities 177.0 $14K 0.01% -1K -85.5% $80.31 -1.4%
98 BR BROADRIDGE FINL SOLUTIONS IN Technology 100.0 $14K 0.01% -5.0 -4.8% $136.95 +22.6%
99 NEM NEWMONT CORP Basic Materials 143.0 $13K 0.01% -2.0 -1.4% $93.43 +28.8%
100 WDAY WORKDAY INC Technology 103.0 $13K 0.01% -5.0 -4.6% $122.43 +56.2%
Page 5 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%