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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 13 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNEX STONEX GROUP INC Financial Services 400.0 $47K 0.02% NEW $118.50 -44.2%
242 F FORD MTR CO Consumer Cyclical 3,397.0 $47K 0.02% +26.0 +0.8% $13.90 -0.0%
243 FLEX FLEX LTD Technology 290.0 $47K 0.02% $162.07 -25.7%
244 BKR BAKER HUGHES COMPANY Energy 840.0 $47K 0.02% $55.50 +16.0%
245 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,783.0 $46K 0.02% -56.0 -3.0% $25.95 +10.4%
246 NANR SPDR INDEX SHS FDS 608.0 $46K 0.02% $75.50 +14.7%
247 MP MP MATERIALS CORP Basic Materials 806.0 $45K 0.02% $56.01 +0.5%
248 R RYDER SYS INC Industrials 170.0 $45K 0.02% $263.77 -0.3%
249 CAIQ CALAMOS ETF TR 1,670.0 $45K 0.02% NEW $26.85 -3.8%
250 CAIE CALAMOS ETF TR 1,645.0 $45K 0.02% NEW $27.21 -0.3%
251 SPAB SPDR SERIES TRUST 1,751.0 $45K 0.02% -1K -42.8% $25.52 -1.8%
252 VRTX VERTEX PHARMACEUTICALS INC Healthcare 89.0 $44K 0.02% $496.73 +6.6%
253 ALAB ASTERA LABS INC Technology 90.0 $43K 0.02% NEW $483.02 -38.6%
254 AHR AMERICAN HEALTHCARE REIT INC Real Estate 832.0 $43K 0.02% $52.15 +5.6%
255 SBUX STARBUCKS CORP Consumer Cyclical 416.0 $42K 0.02% $102.13 +5.3%
256 TEX TEREX CORP NEW Industrials 583.0 $42K 0.02% NEW $72.39 -9.7%
257 AKRE PROFESIONALLY MANAGED PORTFO 792.0 $42K 0.02% $53.19 +11.1%
258 CSR CENTERSPACE Real Estate 748.0 $42K 0.02% $56.19 -3.8%
259 BK BANK OF NY MELLON CORP Financial Services 287.0 $42K 0.02% $144.61 -1.9%
260 MPWR MONOLITHIC PWR SYS INC Technology 30.0 $41K 0.02% $1382.37 -4.8%
Page 13 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%