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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 48 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VSTS VESTIS CORPORATION Industrials 50.0 $726.0 $14.52 -7.6%
942 M MACYS INC Consumer Cyclical 30.0 $717.0 $23.90 -2.8%
943 FE FIRSTENERGY CORP Utilities 15.0 $714.0 $47.60 -0.4%
944 OGN ORGANON & CO Healthcare 52.0 $702.0 $13.50 +1.5%
945 IP INTERNATIONAL PAPER CO Consumer Cyclical 18.0 $684.0 -45.0 -71.4% $38.00 +5.9%
946 PCG PG&E CORP Utilities 40.0 $673.0 $16.82 +4.0%
947 NOK NOKIA CORP Technology 50.0 $664.0 NEW $13.28 -18.8%
948 HIG HARTFORD INSURANCE GROUP INC Financial Services 5.0 $663.0 $132.60 +3.1%
949 SOUN SOUNDHOUND AI INC Technology 100.0 $647.0 $6.47 +8.8%
950 BRO BROWN & BROWN INC Financial Services 10.0 $642.0 $64.20 +7.3%
951 NNE NANO NUCLEAR ENERGY INC Industrials 30.0 $635.0 NEW $21.17 -7.4%
952 IRM IRON MTN INC DEL Real Estate 5.0 $632.0 $126.40 +2.8%
953 LUV SOUTHWEST AIRLS CO Industrials 12.0 $608.0 +1.0 +9.1% $50.67 -14.4%
954 MHK MOHAWK INDS INC Consumer Cyclical 5.0 $607.0 $121.40 +11.5%
955 AES AES CORP Utilities 40.0 $587.0 $14.68 +0.6%
956 LMND LEMONADE INC Financial Services 9.0 $586.0 $65.11 -23.3%
957 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 75.0 $581.0 -400.0 -84.2% $7.75 +4.6%
958 DG DOLLAR GEN CORP Consumer Defensive 5.0 $576.0 $115.20 +4.2%
959 VIAV VIAVI SOLUTIONS INC Technology 12.0 $573.0 $47.75 -3.1%
960 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $571.0 NEW $114.20 +1.3%
Page 48 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%