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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 35 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CI THE CIGNA GROUP Healthcare 15.0 $4K 0.00% $275.73 +1.8%
682 SCHR SCHWAB STRATEGIC TR 167.0 $4K 0.00% $24.66 -0.9%
683 ICLN ISHARES TR 200.0 $4K 0.00% NEW $20.49 -13.5%
684 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 140.0 $4K 0.00% NEW $28.72 -26.9%
685 SYY SYSCO CORP Consumer Defensive 48.0 $4K 0.00% $83.58 -1.5%
686 ROL ROLLINS INC Consumer Cyclical 96.0 $4K 0.00% $41.75 -12.4%
687 NEXTERA ENERGY INC 80.0 $4K 0.00% $49.70
688 FCN FTI CONSULTING INC Industrials 26.0 $4K 0.00% +4.0 +18.2% $149.04 +1.7%
689 JBL JABIL INC Technology 10.0 $4K 0.00% $385.50 -12.0%
690 NEAR ISHARES U S ETF TR 76.0 $4K 0.00% $50.67 -0.2%
691 EGP EASTGROUP PPTYS INC Real Estate 19.0 $4K 0.00% $202.58 -0.0%
692 EFX EQUIFAX INC Industrials 24.0 $4K 0.00% $158.75 +14.9%
693 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 100.0 $4K 0.00% $37.98 -1.1%
694 FIDELITY COVINGTON TRUST 49.0 $4K 0.00% $77.27
695 CDNS CADENCE DESIGN SYSTEM INC Technology 10.0 $4K 0.00% $375.40 -15.3%
696 VEEV VEEVA SYS INC Healthcare 21.0 $4K 0.00% -4K -99.4% $177.48 +38.7%
697 VNLA JANUS DETROIT STR TR 76.0 $4K 0.00% $48.87 +0.1%
698 DOW DOW HLDGS INC Basic Materials 135.0 $4K 0.00% -999.0 -88.1% $27.36 +14.4%
699 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 14.0 $4K 0.00% $263.29 +39.9%
700 SCHA SCHWAB STRATEGIC TR 102.0 $4K 0.00% +1.0 +1.0% $36.05 -2.8%
Page 35 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%