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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 51 of 52  ·  1,027 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 VLTO VERALTO CORP Industrials 2.0 $178.0 $89.00 +8.7%
1002 KD KYNDRYL HLDGS INC Technology 15.0 $170.0 +5.0 +50.0% $11.33 +12.2%
1003 CAPR CAPRICOR THERAPEUTICS INC Healthcare 6.0 $145.0 $24.17 -69.2%
1004 ISTB ISHARES TR 3.0 $145.0 $48.33 -0.6%
1005 RTB DIGITAL INC 8.0 $121.0 -12.0 -60.0% $15.12
1006 GAMESTOP CORP NEW 40.0 $112.0 $2.80
1007 RMR RMR GROUP INC Real Estate 4.0 $83.0 $20.75 -1.8%
1008 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 4.0 $70.0 $17.50 -6.6%
1009 JACK JACK IN THE BOX INC Consumer Cyclical 4.0 $70.0 $17.50 -2.3%
1010 GRAL GRAIL INC Healthcare 1.0 $69.0 $69.00 +1.4%
1011 GWH ESS TECH INC Industrials 66.0 $63.0 $0.95 -36.2%
1012 ONL ORION PROPERTIES INC Real Estate 21.0 $60.0 $2.86 -0.6%
1013 MAT MATTEL INC Consumer Cyclical 4.0 $56.0 $14.00 +4.1%
1014 DBX DROPBOX INC Technology 2.0 $55.0 $27.50 +21.4%
1015 JAKK JAKKS PAC INC Consumer Cyclical 2.0 $48.0 $24.00 +6.1%
1016 CASTOR MARITIME INC 20.0 $42.0 $2.10
1017 ONCY ONCOLYTICS BIOTECH INC Healthcare 31.0 $30.0 NEW $0.97 -15.0%
1018 PCM PCM FD INC Financial Services 4.0 $25.0 $6.25 -12.2%
1019 WEN WENDYS CO Consumer Cyclical 2.0 $18.0 $9.00 -4.2%
1020 OPENDOOR TECHNOLOGIES INC 33.0 $17.0 $0.52
Page 51 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%