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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 36 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MSA MSA SAFETY INC Industrials 21.0 $4K 0.00% $174.62 +8.4%
702 KWR QUAKER HOUGHTON Basic Materials 23.0 $4K 0.00% $158.91 +4.8%
703 AIN ALBANY INTL CORP Consumer Cyclical 49.0 $4K 0.00% $74.51 -15.9%
704 FTSM FIRST TR EXCHANGE-TRADED FD 61.0 $4K 0.00% $59.74 +0.2%
705 PPL PPL CORP Utilities 100.0 $4K 0.00% $36.35 -1.1%
706 INSM INSMED INC Healthcare 34.0 $4K 0.00% $106.65 +20.5%
707 ARKG ARK ETF TR 85.0 $4K 0.00% $42.07 +2.2%
708 ACM AECOM Industrials 51.0 $4K 0.00% $69.80 -10.8%
709 APH AMPHENOL CORP Technology 20.0 $4K 0.00% -9.0 -31.0% $176.35 -10.1%
710 LSTR LANDSTAR SYS INC Industrials 17.0 $4K 0.00% $206.82 -9.8%
711 BOND PIMCO ETF TR 38.0 $4K 0.00% $92.21 -1.8%
712 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 40.0 $3K 0.00% $87.22 +7.4%
713 DGRO ISHARES TR 46.0 $3K 0.00% $75.80 +5.3%
714 SCCO SOUTHERN COPPER CORP Basic Materials 20.0 $3K 0.00% $174.30 +7.0%
715 NTRS NORTHERN TR CORP Financial Services 20.0 $3K 0.00% $173.85 +9.7%
716 GCT GIGACLOUD TECHNOLOGY INC Technology 110.0 $3K 0.00% +22.0 +25.0% $31.60 +55.3%
717 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 49.0 $3K 0.00% $70.90 +3.4%
718 SHAK SHAKE SHACK INC Consumer Cyclical 62.0 $3K 0.00% -204.0 -76.7% $56.03 +28.9%
719 XT ISHARES TR 42.0 $3K 0.00% $82.64 -0.5%
720 BZAI BLAIZE HLDGS INC Technology 2,500.0 $3K 0.00% NEW $1.38 -62.1%
Page 36 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%