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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 50 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AEON AEON BIOPHARMA INC Healthcare 567.0 $408.0 $0.72 -64.5%
982 HUMA HUMACYTE INC Healthcare 500.0 $391.0 $0.78 -28.3%
983 ADSK AUTODESK INC Technology 2.0 $389.0 $194.50 +24.2%
984 ELF E L F BEAUTY INC Consumer Defensive 5.0 $370.0 $74.00 +26.6%
985 HNST HONEST CO INC Consumer Cyclical 100.0 $366.0 $3.66 +28.4%
986 WVVI WILLAMETTE VALLEY VINEYARDS Consumer Defensive 144.0 $362.0 $2.51 -10.1%
987 LNC LINCOLN NATL CORP IND Financial Services 10.0 $354.0 $35.40 +26.2%
988 SNAP SNAP INC Communication Services 78.0 $347.0 $4.45 +16.4%
989 TM TOYOTA MOTOR CORP Consumer Cyclical 2.0 $337.0 $168.50 +12.3%
990 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 4.0 $335.0 $83.75 +30.2%
991 SHV ISHARES TR 3.0 $332.0 $110.67 -0.4%
992 DCBO DOCEBO INC Technology 18.0 $323.0 NEW $17.94 +25.7%
993 CARNIVAL CORP LTD 11.0 $316.0 NEW $28.73
994 DOCS DOXIMITY INC Healthcare 14.0 $291.0 NEW $20.79 +18.0%
995 NDLS NOODLES & CO Consumer Cyclical 18.0 $270.0 $15.00 +16.7%
996 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 5.0 $250.0 $50.00 +9.1%
997 BNDX VANGUARD CHARLOTTE FDS 5.0 $243.0 NEW $48.60 -2.0%
998 MILLROSE PPTYS INC 7.0 $211.0 $30.14
999 GSK GSK PLC Healthcare 4.0 $210.0 $52.50 -4.2%
1000 BNTX BIONTECH SE Healthcare 2.0 $187.0 $93.50 -2.0%
Page 50 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%