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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 37 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 JKHY HENRY JACK & ASSOC INC Technology 25.0 $3K 0.00% $137.76 +12.4%
722 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 260.0 $3K 0.00% +180.0 +225.0% $13.22 -3.5%
723 UAL UNITED AIRLS HLDGS INC Industrials 25.0 $3K 0.00% $136.00 -12.2%
724 FIRST TR EXCHNG TRADED FD VI 100.0 $3K 0.00% $33.85
725 SFM SPROUTS FMRS MKT INC Consumer Defensive 40.0 $3K 0.00% NEW $84.60 -6.6%
726 VOT VANGUARD INDEX FDS 11.0 $3K 0.00% $306.36 +0.3%
727 MRSH MARSH & MCLENNAN COS INC Financial Services 20.0 $3K 0.00% $166.70 +12.3%
728 FEDEX FGHT HLDG CO INC 22.0 $3K 0.00% NEW $151.00
729 PSMT PRICESMART INC Consumer Defensive 17.0 $3K 0.00% $195.35 -9.6%
730 THO THOR INDS INC Consumer Cyclical 44.0 $3K 0.00% $75.18 +4.2%
731 XPO XPO INC Industrials 16.0 $3K 0.00% $205.31 -1.2%
732 SPGI S&P GLOBAL INC Financial Services 8.0 $3K 0.00% $407.38 +3.3%
733 ESML ISHARES TR 58.0 $3K 0.00% $55.93 -0.2%
734 SLDP SOLID POWER INC Industrials 1,250.0 $3K 0.00% $2.59 -12.9%
735 POOL POOL CORP Industrials 15.0 $3K 0.00% $214.93 -12.0%
736 AZO AUTOZONE INC Consumer Cyclical 1.0 $3K 0.00% $3196.00 -2.5%
737 COCH ENVOY MEDICAL INC Healthcare 4,000.0 $3K 0.00% NEW $0.79 -5.3%
738 OLED UNIVERSAL DISPLAY CORP Technology 36.0 $3K 0.00% $86.61 -1.7%
739 EXPO EXPONENT INC Industrials 53.0 $3K 0.00% +20.0 +60.6% $58.77 +16.3%
740 XLC SELECT SECTOR SPDR TR 29.0 $3K 0.00% $107.14 +3.6%
Page 37 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%