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Portfolio (Quarterly) Guide ↗

GDS Wealth Management

· CIK 0001940869
13F Portfolio $1.6B AUM 188 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 2 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGIB ISHARES TR 428,288.0 $23.1M 1.44% NEW $53.88 -1.9%
22 DEED FIRST TR EXCHNG TRADED FD VI 1,056,958.0 $22.8M 1.43% NEW $21.60 -2.0%
23 LGOV FIRST TR EXCHANGE-TRADED FD 1,045,275.0 $22.8M 1.43% NEW $21.83 -3.2%
24 TJX TJX COS INC NEW Consumer Cyclical 143,001.0 $22.0M 1.37% NEW $153.61 +3.0%
25 TT TRANE TECHNOLOGIES PLC Industrials 56,070.0 $21.8M 1.36% NEW $389.20 +15.9%
26 IQVIA HLDGS INC 92,524.0 $20.9M 1.30% NEW $225.41
27 ALL ALLSTATE CORP Financial Services 99,134.0 $20.6M 1.29% NEW $208.15 +4.1%
28 EW EDWARDS LIFESCIENCES CORP Healthcare 232,876.0 $19.9M 1.24% NEW $85.25 +0.6%
29 LRCX LAM RESEARCH CORP Technology 115,192.0 $19.7M 1.23% NEW $171.18 +78.4%
30 META META PLATFORMS INC Communication Services 29,588.0 $19.5M 1.22% NEW $660.09 -7.5%
31 CRM SALESFORCE INC Technology 71,734.0 $19.0M 1.19% NEW $264.91 -32.0%
32 INGERSOLL RAND INC 238,868.0 $18.9M 1.18% NEW $79.22
33 AMD ADVANCED MICRO DEVICES INC Technology 87,674.0 $18.8M 1.17% NEW $214.16 +118.3%
34 V VISA INC Financial Services 52,873.0 $18.5M 1.16% NEW $350.71 -6.2%
35 APH AMPHENOL CORP NEW Technology 136,723.0 $18.5M 1.16% NEW $135.14 -2.3%
36 SPGI S&P GLOBAL INC Financial Services 34,640.0 $18.1M 1.13% NEW $522.59 -20.1%
37 STE STERIS PLC Healthcare 70,968.0 $18.0M 1.12% NEW $253.52 -14.6%
38 NTRA NATERA INC Healthcare 73,340.0 $16.8M 1.05% NEW $229.09 -11.3%
39 MPWR MONOLITHIC PWR SYS INC Technology 18,259.0 $16.5M 1.03% NEW $906.36 +75.4%
40 NXPI NXP SEMICONDUCTORS N V Technology 75,922.0 $16.5M 1.03% NEW $217.06 +45.8%
Page 2 of 10  ·  188 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 38.1%
Financial Services 13.5%
Healthcare 12.2%
Consumer Cyclical 11.9%
Communication Services 7.9%
Consumer Defensive 5.8%
Industrials 3.8%
Energy 2.5%
Utilities 1.7%
Real Estate 1.3%