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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 22 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BBY BEST BUY INC Consumer Cyclical 198.0 $15K 0.01% -55.0 -21.7% $75.88 +15.0%
422 CBRE CBRE GROUP INC Real Estate 111.0 $15K 0.01% -35.0 -24.0% $134.69 +9.4%
423 MTDR MATADOR RES CO Energy 300.0 $15K 0.01% $49.78 +15.0%
424 DGX QUEST DIAGNOSTICS INC Healthcare 70.0 $15K 0.01% $211.96 +11.5%
425 MAA MID-AMER APT CMNTYS INC Real Estate 105.0 $15K 0.01% $138.94 -6.3%
426 IVE ISHARES TR 64.0 $15K 0.01% $227.06 +4.2%
427 ECL ECOLAB INC Basic Materials 52.0 $14K 0.01% $278.62 +0.5%
428 FAF FIRST AMERN FINL CORP Financial Services 210.0 $14K 0.01% $68.59 +5.6%
429 AMT AMERICAN TOWER CORP Real Estate 87.0 $14K 0.01% -5.0 -5.4% $163.57 +5.4%
430 XEL XCEL ENERGY INC Utilities 177.0 $14K 0.01% -1K -85.5% $80.31 -1.4%
431 HAL HALLIBURTON CO Energy 415.0 $14K 0.01% $33.95 +2.1%
432 XLY SELECT SECTOR SPDR TR 120.0 $14K 0.01% $117.28 -0.8%
433 BIRKENSTOCK HOLDING PLC 327.0 $14K 0.01% $43.03
434 BSM BLACK STONE MINERALS L P Energy 1,000.0 $14K 0.01% $13.97 +4.4%
435 EEMV ISHARES INC 185.0 $14K 0.01% $75.28 -1.3%
436 VMC VULCAN MATLS CO Basic Materials 47.0 $14K 0.01% $295.02 -7.9%
437 SNPS SYNOPSYS INC Technology 31.0 $14K 0.01% $446.10 -9.3%
438 GLOBUS MED INC 175.0 $14K 0.01% +45.0 +34.6% $79.01
439 MINT PIMCO ETF TR 137.0 $14K 0.01% $100.81 -0.1%
440 SLI STANDARD LITHIUM CORP Basic Materials 5,000.0 $14K 0.01% $2.75 -18.2%
Page 22 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%