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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 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CIEN CIENA CORP Technology 547.0 $212K 0.03% NEW $388.23 +16.8%
62 MAR MARRIOTT INTL INC NEW Consumer Cyclical 642.0 $210K 0.03% NEW $327.20 +18.6%
63 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,449.0 $209K 0.03% NEW $60.65 -8.1%
64 NEE NEXTERA ENERGY INC Utilities 2,244.0 $208K 0.03% NEW $92.89 -6.8%
65 VLO VALERO ENERGY CORP Energy 838.0 $207K 0.03% NEW $247.13 -0.9%
66 HON HONEYWELL INTL INC Industrials 913.0 $206K 0.03% NEW $226.05 -2.2%
67 LIN LINDE PLC Basic Materials 413.0 $205K 0.03% NEW $495.82 +3.7%
68 CSX CSX CORP Industrials 4,874.0 $200K 0.03% NEW $41.05 +12.9%
Page 4 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%