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Portfolio (Quarterly) Guide ↗

Traveka Wealth, LLC

· CIK 0002009176
13F Portfolio $246M AUM 188 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New
Page 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 5,646.0 $230K 0.09% NEW $40.73 +18.7%
162 AXP AMERICAN EXPRESS CO Financial Services 621.0 $230K 0.09% NEW $369.84 -16.0%
163 AMGN AMGEN INC Healthcare 681.0 $223K 0.09% NEW $327.39 +2.6%
164 APP APPLOVIN CORP Technology 327.0 $220K 0.09% NEW $673.82 -23.7%
165 RELX RELX PLC Communication Services 5,329.0 $215K 0.09% NEW $40.42 -18.6%
166 TXN TEXAS INSTRS INC Technology 1,229.0 $213K 0.09% NEW $173.50 +87.3%
167 AEP AMERICAN ELEC PWR CO INC Utilities 1,849.0 $213K 0.09% NEW $115.31 +13.5%
168 NEE NEXTERA ENERGY INC Utilities 2,650.0 $213K 0.09% NEW $80.28 +9.2%
169 CEG CONSTELLATION ENERGY CORP Utilities 598.0 $211K 0.09% NEW $353.18 -14.6%
170 RY ROYAL BK CDA Financial Services 1,237.0 $211K 0.09% NEW $170.49 +11.4%
171 PEP PEPSICO INC Consumer Defensive 1,464.0 $210K 0.09% NEW $143.50 +1.5%
172 DIS DISNEY WALT CO Communication Services 1,813.0 $206K 0.08% NEW $113.79 -9.2%
173 SO SOUTHERN CO Utilities 2,365.0 $206K 0.08% NEW $87.21 +7.9%
174 IAU ISHARES GOLD TR Financial Services 2,518.0 $204K 0.08% NEW $81.17 +4.5%
175 PLD PROLOGIS INC. Real Estate 1,597.0 $204K 0.08% NEW $127.68 +15.1%
176 COF CAPITAL ONE FINL CORP Financial Services 838.0 $203K 0.08% NEW $242.37 -23.1%
177 FERG FERGUSON ENTERPRISES INC Industrials 912.0 $203K 0.08% NEW $222.63 +2.1%
178 ANET ARISTA NETWORKS INC Technology 1,540.0 $202K 0.08% NEW $131.00 +20.6%
179 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,204.0 $201K 0.08% NEW $91.21 -1.5%
180 BK BANK NEW YORK MELLON CORP Financial Services 1,728.0 $201K 0.08% NEW $116.09 +21.5%
Page 9 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 37.4%
Financial Services 13.8%
Communication Services 13.7%
Healthcare 9.1%
Consumer Cyclical 9.1%
Consumer Defensive 7.0%
Industrials 4.9%
Energy 2.0%
Utilities 1.4%
Basic Materials 1.4%