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Portfolio (Quarterly) Guide ↗

Werba Rubin Papier Wealth Management

· CIK 0001971029
13F Portfolio $718M AUM 278 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 124 Added 45 Reduced 22 Exited
Page 3 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,208.0 $264K 0.04% NEW $218.72 -14.6%
42 ED CONSOLIDATED EDISON INC Utilities 2,276.0 $258K 0.04% NEW $113.20 -4.1%
43 FDX FEDEX CORP Industrials 705.0 $251K 0.04% NEW $356.07 -10.0%
44 WMB WILLIAMS COS INC Energy 3,441.0 $250K 0.04% NEW $72.78 +3.4%
45 CL COLGATE PALMOLIVE CO Consumer Defensive 2,925.0 $249K 0.04% NEW $85.22 +7.4%
46 USFD US FOODS HLDG CORP Consumer Defensive 2,649.0 $244K 0.03% NEW $92.21 +2.5%
47 AMGN AMGEN INC Healthcare 690.0 $243K 0.03% NEW $351.99 -1.4%
48 MO ALTRIA GROUP INC Consumer Defensive 3,656.0 $241K 0.03% NEW $65.99 +8.5%
49 PLD PROLOGIS INC. Real Estate 1,814.0 $240K 0.03% NEW $132.17 +10.1%
50 MU MICRON TECHNOLOGY INC Technology 706.0 $239K 0.03% NEW $337.92 +208.9%
51 SNA SNAP ON INC Industrials 632.0 $230K 0.03% NEW $363.23 +6.4%
52 AIG AMERICAN INTL GROUP INC Financial Services 2,989.0 $225K 0.03% NEW $75.25 +1.9%
53 HCA HCA HEALTHCARE INC Healthcare 471.0 $223K 0.03% NEW $473.26 -18.3%
54 AVMA AMERICAN CENTY ETF TR 3,316.0 $223K 0.03% NEW $67.22 +7.6%
55 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,686.0 $221K 0.03% NEW $131.01 -11.0%
56 VVV VALVOLINE INC Energy 6,487.0 $218K 0.03% NEW $33.68 +13.2%
57 TSN TYSON FOODS INC Consumer Defensive 3,409.0 $218K 0.03% NEW $64.07 -10.8%
58 ASX ASE TECHNOLOGY HLDG CO LTD Technology 10,064.0 $218K 0.03% NEW $21.68 +82.5%
59 ADSK AUTODESK INC Technology 900.0 $215K 0.03% NEW $239.40 -21.8%
60 CASY CASEYS GEN STORES INC Consumer Cyclical 293.0 $213K 0.03% NEW $727.86 +14.0%
Page 3 of 4  ·  68 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 48.0%
Financial Services 15.0%
Communication Services 9.4%
Healthcare 7.6%
Consumer Cyclical 5.3%
Industrials 4.6%
Consumer Defensive 4.0%
Energy 3.8%
Utilities 1.3%
Real Estate 0.8%