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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 42 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 TEL TE CONNECTIVITY PLC Technology 10.0 $2K 0.00% $201.70 +7.8%
822 SONY SONY GROUP CORP Technology 100.0 $2K 0.00% $20.06 +18.1%
823 STEP STEPSTONE GROUP INC Financial Services 48.0 $2K 0.00% $41.38 +16.7%
824 FLRN SPDR SERIES TRUST 64.0 $2K 0.00% $30.86 -0.2%
825 APA APA CORPORATION Energy 60.0 $2K 0.00% $32.58 +27.6%
826 HCA HCA HEALTHCARE INC Healthcare 5.0 $2K 0.00% $390.00 +3.8%
827 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 20.0 $2K 0.00% $96.15 -52.7%
828 SO SOUTHERN CO Utilities 20.0 $2K 0.00% -200.0 -90.9% $95.75 -3.6%
829 AGPU AXE COMPUTE INC Technology 250.0 $2K 0.00% NEW $7.58 +40.1%
830 INGERSOLL RAND INC 23.0 $2K 0.00% $82.00
831 NPO ENPRO INC Industrials 5.0 $2K 0.00% $377.00 -8.1%
832 MORN MORNINGSTAR INC Financial Services 12.0 $2K 0.00% $156.08 +32.5%
833 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 55.0 $2K 0.00% $33.89 +7.6%
834 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 22.0 $2K 0.00% $84.23 -13.4%
835 XXI TWENTY ONE CAP INC Financial Services 372.0 $2K 0.00% $4.95 -0.0%
836 SPTL SPDR SERIES TRUST 70.0 $2K 0.00% $26.24 -5.1%
837 IGV ISHARES TR 20.0 $2K 0.00% NEW $90.60 +12.6%
838 SCHP SCHWAB STRATEGIC TR 68.0 $2K 0.00% $26.50 -2.3%
839 AFL AFLAC INC Financial Services 15.0 $2K 0.00% $117.27 +3.2%
840 PYLD PIMCO ETF TR 66.0 $2K 0.00% $26.53 -1.4%
Page 42 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%