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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 30 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PGR PROGRESSIVE CORP Financial Services 30.0 $7K 0.00% $218.47 -5.1%
582 AGNC AGNC INVT CORP Real Estate 600.0 $7K 0.00% $10.90 +0.2%
583 SPSM SPDR SERIES TRUST 113.0 $7K 0.00% $57.67 -0.4%
584 MAS MASCO CORP Industrials 80.0 $7K 0.00% $81.38 -9.8%
585 SON SONOCO PRODS CO Consumer Cyclical 115.0 $6K 0.00% $56.36 +1.5%
586 QS QUANTUMSCAPE CORP Consumer Cyclical 850.0 $6K 0.00% $7.56 -23.8%
587 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 79.0 $6K 0.00% $81.16 -6.9%
588 EPAC ENERPAC TOOL GROUP CORP Industrials 178.0 $6K 0.00% -5.0 -2.7% $35.87 +1.8%
589 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 500.0 $6K 0.00% $12.76 +20.8%
590 KNSL KINSALE CAP GROUP INC Financial Services 19.0 $6K 0.00% +3.0 +18.8% $329.84 +13.0%
591 JOBY JOBY AVIATION INC Industrials 700.0 $6K 0.00% $8.92 -14.2%
592 ARES ARES MANAGEMENT CORPORATION Financial Services 56.0 $6K 0.00% $111.32 +26.0%
593 PJT PJT PARTNERS INC Financial Services 41.0 $6K 0.00% $150.95 +12.4%
594 XLI SELECT SECTOR SPDR TR 33.0 $6K 0.00% $185.24 -0.9%
595 RJF RAYMOND JAMES FINL INC Financial Services 40.0 $6K 0.00% $152.05 +17.9%
596 NDSN NORDSON CORP Industrials 20.0 $6K 0.00% $301.70 +0.8%
597 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 33.0 $6K 0.00% $181.15 +7.8%
598 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 158.0 $6K 0.00% $37.77 +9.2%
599 CL COLGATE PALMOLIVE CO Consumer Defensive 65.0 $6K 0.00% $91.69 -0.3%
600 IHI ISHARES TR 120.0 $6K 0.00% $49.42 +12.2%
Page 30 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%