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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 32 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 REET ISHARES TR 200.0 $6K 0.00% $27.62 +0.9%
622 XE X-ENERGY INC Industrials 300.0 $6K 0.00% NEW $18.36 +2.7%
623 HPQ HP INC Technology 250.0 $5K 0.00% $21.94 +36.6%
624 CRSP CRISPR THERAPEUTICS AG Healthcare 100.0 $5K 0.00% $54.54 -2.9%
625 FORM FORMFACTOR INC Technology 34.0 $5K 0.00% NEW $159.94 -22.3%
626 PSA PUBLIC STORAGE Real Estate 17.0 $5K 0.00% $318.35 +1.5%
627 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 17.0 $5K 0.00% -5.0 -22.7% $317.59 -5.5%
628 QIAGEN NV 138.0 $5K 0.00% $39.10
629 SPHY SPDR SERIES TRUST 229.0 $5K 0.00% $23.44 -0.7%
630 USPH U S PHYSICAL THERAPY Healthcare 78.0 $5K 0.00% $68.69 +13.9%
631 ALLE ALLEGION PLC Industrials 38.0 $5K 0.00% $140.50 +13.8%
632 GTY GETTY RLTY CORP NEW Real Estate 160.0 $5K 0.00% $33.36 -1.1%
633 ADC AGREE RLTY CORP Real Estate 70.0 $5K 0.00% $75.74 -2.0%
634 DXC DXC TECHNOLOGY CO Technology 591.0 $5K 0.00% $8.85 +18.6%
635 DEO DIAGEO PLC Consumer Defensive 65.0 $5K 0.00% $80.38 +13.2%
636 POWL POWELL INDS INC Industrials 18.0 $5K 0.00% +2.0 +12.5% $286.39 -28.9%
637 VOE VANGUARD INDEX FDS 26.0 $5K 0.00% $197.62 +5.7%
638 BBB FOODS INC 122.0 $5K 0.00% +46.0 +60.5% $41.67
639 SAIA SAIA INC Industrials 12.0 $5K 0.00% $421.17 -12.4%
640 BND VANGUARD BD INDEX FDS 68.0 $5K 0.00% $73.41 -1.6%
Page 32 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%