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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 18 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WEC WEC ENERGY GROUP INC Utilities 193.0 $23K 0.01% $116.77 -4.9%
342 GSHD GOOSEHEAD INS INC Financial Services 461.0 $22K 0.01% -150.0 -24.6% $48.50 +33.6%
343 KEYS KEYSIGHT TECHNOLOGIES INC Technology 63.0 $22K 0.01% $350.08 -2.6%
344 VFC V F CORP Consumer Cyclical 1,321.0 $22K 0.01% $16.68 -14.2%
345 OHI OMEGA HEALTHCARE INVS INC Real Estate 460.0 $22K 0.01% $47.68 -2.6%
346 FALN ISHARES TR 802.0 $22K 0.01% -615.0 -43.4% $27.23 -0.9%
347 FXL FIRST TR EXCHANGE-TRADED FD 100.0 $22K 0.01% $217.22 -0.1%
348 XLK SELECT SECTOR SPDR TR 114.0 $22K 0.01% $190.53 -2.6%
349 USAR USA RARE EARTH INC Basic Materials 1,000.0 $22K 0.01% $21.58 -14.2%
350 GPCR STRUCTURE THERAPEUTICS INC Healthcare 400.0 $21K 0.01% $53.67 -0.3%
351 DRS LEONARDO DRS INC Industrials 500.0 $21K 0.01% $42.67 +3.7%
352 LIN LINDE PLC Basic Materials 41.0 $21K 0.01% $518.95 -7.8%
353 UPBOUND GROUP INC 1,000.0 $21K 0.01% $21.22
354 NTAP NETAPP INC Technology 137.0 $21K 0.01% $154.77 +32.3%
355 ALB ALBEMARLE CORP Basic Materials 157.0 $21K 0.01% $135.03 -1.7%
356 ETHA ISHARES ETHEREUM TR Financial Services 1,743.0 $21K 0.01% +154.0 +9.7% $11.89 +21.4%
357 GFF GRIFFON CORP Industrials 212.0 $21K 0.01% $97.53 +3.8%
358 CBT CABOT CORP Basic Materials 226.0 $21K 0.01% $90.82 -7.2%
359 DE DEERE & CO Industrials 32.0 $20K 0.01% $634.34 -7.2%
360 VV VANGUARD INDEX FDS 59.0 $20K 0.01% $343.92 +2.8%
Page 18 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%