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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $535M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 200 New
Page 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 2,106.0 $739K 0.14% NEW $350.71 -6.9%
102 TECK TECK RESOURCES LTD Basic Materials 14,695.0 $704K 0.13% NEW $47.89 +36.2%
103 IAC IAC INC Technology 17,267.0 $675K 0.13% NEW $39.10 +8.6%
104 SHEL SHELL PLC Energy 8,539.0 $627K 0.12% NEW $73.48 +15.7%
105 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,381.0 $612K 0.12% NEW $257.23 -15.1%
106 XLU SELECT SECTOR SPDR TR 14,218.0 $607K 0.11% NEW $42.69 +6.2%
107 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,966.0 $597K 0.11% NEW $303.89 +35.7%
108 IBB ISHARES TR 3,486.0 $588K 0.11% NEW $168.78 +0.4%
109 COF CAPITAL ONE FINL CORP Financial Services 2,416.0 $586K 0.11% NEW $242.41 -23.1%
110 VGT VANGUARD WORLD FD 750.0 $565K 0.11% NEW $753.63 -84.3%
111 FEOE RBB FUND TRUST 11,645.0 $563K 0.10% NEW $48.36 +12.3%
112 VSGX VANGUARD WORLD FD 7,516.0 $538K 0.10% NEW $71.62 +14.7%
113 C CITIGROUP INC Financial Services 4,578.0 $534K 0.10% NEW $116.68 +8.7%
114 CAT CATERPILLAR INC Industrials 927.0 $531K 0.10% NEW $572.87 +58.6%
115 STLA STELLANTIS N.V Consumer Cyclical 48,180.0 $525K 0.10% NEW $10.89 -28.3%
116 B BARRICK MNG CORP Basic Materials 11,833.0 $515K 0.10% NEW $43.55 -3.3%
117 XLY SELECT SECTOR SPDR TR 4,302.0 $514K 0.10% NEW $119.41 +0.0%
118 MCD MCDONALDS CORP Consumer Cyclical 1,618.0 $495K 0.09% NEW $305.71 -8.7%
119 RY ROYAL BK CDA Financial Services 2,868.0 $489K 0.09% NEW $170.49 +11.4%
120 GE GE AEROSPACE Industrials 1,583.0 $488K 0.09% NEW $308.03 +2.1%
Page 6 of 10  ·  200 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
Financial Services 37.6%
Communication Services 18.4%
Technology 17.4%
Consumer Cyclical 11.7%
Healthcare 6.6%
Energy 3.1%
Industrials 2.6%
Consumer Defensive 2.0%
Basic Materials 0.5%
Utilities 0.3%