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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 47 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BL BLACKLINE INC Technology 32.0 $899.0 $28.09 +4.3%
922 VRSK VERISK ANALYTICS INC Industrials 5.0 $898.0 NEW $179.60 -2.2%
923 AGZ ISHARES TR 8.0 $875.0 $109.38 -0.6%
924 WING WINGSTOP INC Consumer Cyclical 5.0 $868.0 $173.60 -33.3%
925 HAYW HAYWARD HLDGS INC Industrials 50.0 $866.0 NEW $17.32 -14.8%
926 GDDY GODADDY INC Technology 10.0 $849.0 $84.90 +8.8%
927 CTVA CORTEVA INC Basic Materials 10.0 $847.0 $84.70 -10.3%
928 VEU VANGUARD INTL EQUITY INDEX F 10.0 $838.0 NEW $83.80 +2.4%
929 MSI MOTOROLA SOLUTIONS INC Technology 2.0 $831.0 $415.50 +10.0%
930 BITO PROSHARES TR 103.0 $819.0 +1.0 +1.0% $7.95 +9.3%
931 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 16.0 $817.0 $51.06 +9.6%
932 CASY CASEYS GEN STORES INC Consumer Cyclical 1.0 $795.0 NEW $795.00 +9.4%
933 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 15.0 $793.0 NEW $52.87 -11.2%
934 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 10.0 $793.0 $79.30 +3.2%
935 CMS CMS ENERGY CORP Utilities 10.0 $765.0 $76.50 -6.7%
936 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 10.0 $764.0 $76.40 +6.4%
937 CCI CROWN CASTLE INC Real Estate 10.0 $758.0 -5.0 -33.3% $75.80 -1.8%
938 BAX BAXTER INTL INC Healthcare 35.0 $747.0 NEW $21.34 +21.4%
939 GEN GEN DIGITAL INC Technology 30.0 $747.0 $24.90 +10.1%
940 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 35.0 $739.0 $21.11 -13.9%
Page 47 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%