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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 46 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 ENTERGY CORP NEW 10.0 $1K 0.00% $114.90
902 STLD STEEL DYNAMICS INC Basic Materials 5.0 $1K 0.00% $229.60 +12.4%
903 CSGP COSTAR GROUP INC Real Estate 40.0 $1K 0.00% NEW $28.32 +10.7%
904 PWP PERELLA WEINBERG PARTNERS Financial Services 70.0 $1K 0.00% $15.97 +5.1%
905 PRFZ INVESCO EXCHANGE TRADED FD T 20.0 $1K 0.00% $55.80 +1.5%
906 DVA DAVITA INC Healthcare 5.0 $1K 0.00% $222.60 -20.6%
907 CME CME GROUP INC Financial Services 5.0 $1K 0.00% $221.00 +21.2%
908 PSN PARSONS CORP DEL Industrials 21.0 $1K 0.00% $52.43 -12.7%
909 VBK VANGUARD INDEX FDS 3.0 $1K 0.00% $366.00 +0.1%
910 SWKS SKYWORKS SOLUTIONS INC Technology 16.0 $1K $67.81 -0.1%
911 GENI GENIUS SPORTS LIMITED Communication Services 179.0 $1K $6.06 +28.0%
912 BIIB BIOGEN INC Healthcare 5.0 $1K $216.20 -3.3%
913 SLYG SPDR SERIES TRUST 9.0 $1K $119.22 -0.2%
914 USFD US FOODS HLDG CORP Consumer Defensive 10.0 $1K $102.30 +6.2%
915 NTLA INTELLIA THERAPEUTICS INC Healthcare 60.0 $1K $16.93 -28.6%
916 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 57.0 $993.0 $17.42 +9.1%
917 FISV FISERV INC Technology 20.0 $981.0 NEW $49.05 +6.4%
918 SWK STANLEY BLACK & DECKER INC Industrials 10.0 $942.0 $94.20 +5.7%
919 TSN TYSON FOODS INC Consumer Defensive 16.0 $916.0 $57.25 +2.4%
920 TDC TERADATA CORP DEL Technology 26.0 $901.0 $34.65 -20.6%
Page 46 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%