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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 355.0 $12K 0.01% -380.0 -51.7% $34.00 -0.7%
102 AAON AAON INC Industrials 90.0 $11K 0.01% -1.0 -1.1% $126.87 -30.6%
103 NXT NEXTPOWER INC Technology 83.0 $10K 0.01% -50.0 -37.6% $119.14 -16.8%
104 ADBE ADOBE INC Technology 48.0 $10K 0.01% -8.0 -14.3% $205.02 +23.9%
105 ASTS AST SPACEMOBILE INC Technology 110.0 $10K 0.00% -26.0 -19.1% $88.86 -19.9%
106 AEP AMERICAN ELEC PWR CO INC Utilities 67.0 $9K 0.00% -30.0 -30.9% $136.82 -7.5%
107 XLE SELECT SECTOR SPDR TR 171.0 $9K 0.00% -3.0 -1.7% $53.04 +18.0%
108 SFBS SERVISFIRST BANCSHARES INC Financial Services 103.0 $9K 0.00% -1.0 -1.0% $86.76 +4.3%
109 NEWSMAX INC 1,000.0 $8K 0.00% -1K -52.4% $8.28
110 BMNR BITMINE IMMERSION TECHS INC Financial Services 610.0 $8K 0.00% -1K -66.7% $13.31 +40.7%
111 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 92.0 $8K 0.00% -32.0 -25.8% $87.04 +8.4%
112 AKAM AKAMAI TECHNOLOGIES INC Technology 67.0 $8K 0.00% -173.0 -72.1% $118.22 +4.0%
113 TFIN TRIUMPH FINANCIAL INC Financial Services 103.0 $8K 0.00% -2.0 -1.9% $76.31 +1.9%
114 SCHF SCHWAB STRATEGIC TR 254.0 $7K 0.00% -36.0 -12.4% $27.70 +3.0%
115 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 28.0 $7K 0.00% -1.0 -3.5% $250.00 -3.4%
116 APPF APPFOLIO INC Technology 42.0 $7K 0.00% -1.0 -2.3% $160.36 +22.2%
117 EPAC ENERPAC TOOL GROUP CORP Industrials 178.0 $6K 0.00% -5.0 -2.7% $35.87 +3.4%
118 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 17.0 $5K 0.00% -5.0 -22.7% $317.59 -5.0%
119 SMR NUSCALE PWR CORP Utilities 475.0 $5K 0.00% -25.0 -5.0% $10.03 -8.4%
120 AWP ABRDN GLOBAL PREMIER PPTYS F Financial Services 366.0 $4K 0.00% -84.0 -18.7% $11.84 -0.1%
Page 6 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%