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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 12 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 621.0 $60K 0.03% $95.98 +29.9%
222 JEPQ J P MORGAN EXCHANGE TRADED F 963.0 $59K 0.03% $61.46 -1.5%
223 TRV TRAVELERS COMPANIES INC Financial Services 178.0 $59K 0.03% $330.12 +10.4%
224 BWXT BWX TECHNOLOGIES INC Industrials 300.0 $58K 0.03% NEW $194.65 -11.9%
225 VT VANGUARD INTL EQUITY INDEX F 370.0 $58K 0.03% $156.95 +3.1%
226 RY ROYAL BK CDA Financial Services 275.0 $57K 0.03% +200.0 +266.7% $206.97 +4.5%
227 TQQQ PROSHARES TR 702.0 $57K 0.03% $81.03 -5.7%
228 BX BLACKSTONE INC Financial Services 478.0 $56K 0.03% -63.0 -11.7% $117.67 +19.5%
229 JCI JOHNSON CONTROLS INTERNATION Industrials 378.0 $55K 0.03% $146.11 +5.3%
230 VICI VICI PPTYS INC Real Estate 1,982.0 $53K 0.02% +881.0 +80.0% $26.55 -2.2%
231 LMT LOCKHEED MARTIN CORP Industrials 100.0 $51K 0.02% +16.0 +19.1% $509.46 +16.5%
232 MDT MEDTRONIC PLC Healthcare 650.0 $51K 0.02% -21K -97.0% $78.23 +15.8%
233 OGE OGE ENERGY CORP Utilities 1,032.0 $50K 0.02% +9.0 +0.9% $48.67 -2.7%
234 DIA STATE STR SPDR DOW JONES IND Financial Services 96.0 $50K 0.02% +5.0 +5.5% $522.40 +2.3%
235 TWLO TWILIO INC Communication Services 243.0 $50K 0.02% $206.33 +10.8%
236 COP CONOCOPHILLIPS Energy 482.0 $50K 0.02% -6.0 -1.2% $103.96 +22.7%
237 UPS UNITED PARCEL SVCS INC Industrials 462.0 $50K 0.02% +7.0 +1.5% $107.50 -5.1%
238 CVE CENOVUS ENERGY INC Energy 2,000.0 $50K 0.02% $24.81 +29.5%
239 CMCSA COMCAST CORP NEW Communication Services 1,967.0 $48K 0.02% +1K +194.9% $24.55 +4.2%
240 EMPIRE ST RLTY OP L P 8,603.0 $48K 0.02% $5.55
Page 12 of 52  ·  1,027 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%