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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 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CSM PROSHARES TR 3,464.0 $259K 0.04% $74.82 +12.7%
222 ED CONSOLIDATED EDISON INC Utilities 2,276.0 $258K 0.04% NEW $113.20 -4.2%
223 SYY SYSCO CORP Consumer Defensive 3,610.0 $258K 0.04% +524.0 +17.0% $71.33 +11.5%
224 IWM ISHARES TR 1,027.0 $255K 0.04% $248.07 +19.3%
225 KMI KINDER MORGAN INC DEL Energy 7,598.0 $255K 0.04% +246.0 +3.4% $33.53 -3.4%
226 FAST FASTENAL CO Industrials 5,484.0 $254K 0.04% +182.0 +3.4% $46.40 -1.6%
227 EXC EXELON CORP Utilities 5,151.0 $252K 0.04% -1K -18.1% $49.02 -4.9%
228 GRMN GARMIN LTD Technology 1,088.0 $252K 0.04% -193.0 -15.1% $232.02 +1.8%
229 FDX FEDEX CORP Industrials 705.0 $251K 0.04% NEW $356.07 -9.9%
230 WMB WILLIAMS COS INC Energy 3,441.0 $250K 0.04% NEW $72.78 +3.3%
231 WAB WABTEC Industrials 998.0 $249K 0.04% $249.91 +9.1%
232 CL COLGATE PALMOLIVE CO Consumer Defensive 2,925.0 $249K 0.04% NEW $85.22 +7.6%
233 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,194.0 $248K 0.03% -3K -44.2% $59.03 -8.1%
234 USFD US FOODS HLDG CORP Consumer Defensive 2,649.0 $244K 0.03% NEW $92.21 +2.7%
235 AMGN AMGEN INC Healthcare 690.0 $243K 0.03% NEW $351.99 -1.4%
236 MO ALTRIA GROUP INC Consumer Defensive 3,656.0 $241K 0.03% NEW $65.99 +8.5%
237 PLD PROLOGIS INC. Real Estate 1,814.0 $240K 0.03% NEW $132.17 +10.3%
238 URI UNITED RENTALS INC Industrials 329.0 $240K 0.03% -23.0 -6.5% $728.59 +46.1%
239 TWLO TWILIO INC Communication Services 1,904.0 $240K 0.03% +266.0 +16.2% $125.82 +47.8%
240 PICK ISHARES INC 4,225.0 $239K 0.03% $56.59 +5.8%
Page 12 of 14  ·  278 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%