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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $244M AUM 1,112 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 142 New 194 Added 111 Reduced 94 Exited
Page 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HAMILTON INSURANCE GROUP LTD 556.0 $16K 0.01% +128.0 +29.9% $27.90
142 RNR RENAISSANCERE HLDGS LTD Financial Services 53.0 $15K 0.01% +31.0 +140.9% $281.17 +6.2%
143 NVTS NAVITAS SEMICONDUCTOR CORP Technology 2,000.0 $14K 0.01% +1K +100.0% $7.14 +170.4%
144 HRB BLOCK H & R INC Consumer Cyclical 307.0 $13K 0.01% +207.0 +207.0% $43.58 -11.3%
145 CDLR CADELER A S Industrials 710.0 $13K 0.01% +617.0 +663.4% $18.59 +55.5%
146 IIPR INNOVATIVE INDL PPTYS INC Real Estate 275.0 $13K 0.01% +117.0 +74.0% $47.36 +15.0%
147 VIV TELEFONICA BRASIL SA Communication Services 1,074.0 $13K 0.01% +80.0 +8.1% $11.86 +18.3%
148 EOG EOG RES INC Energy 118.0 $12K 0.01% +83.0 +237.1% $105.02 +36.3%
149 VIST VISTA ENERGY S.A.B. DE C.V. Energy 254.0 $12K 0.01% +42.0 +19.8% $48.66 +55.4%
150 DUK DUKE ENERGY CORP NEW Utilities 102.0 $12K 0.01% +10.0 +10.9% $117.22 +4.0%
151 CMB.TECH NV 1,227.0 $12K 0.01% +204.0 +19.9% $9.65
152 CRTO CRITEO S A Communication Services 554.0 $11K 0.01% +497.0 +871.9% $20.61 -20.7%
153 DHIL DIAMOND HILL INVT GROUP INC Financial Services 65.0 $11K 0.01% +27.0 +71.0% $169.51 +3.2%
154 ITUB ITAU UNIBANCO HLDG S A Financial Services 1,391.0 $10K 0.00% +40.0 +3.0% $7.16 +10.3%
155 OTTR OTTER TAIL CORP Utilities 119.0 $10K 0.00% +38.0 +46.9% $80.82 +8.7%
156 INMD INMODE LTD Healthcare 654.0 $10K 0.00% +516.0 +373.9% $14.69 -4.1%
157 KFY KORN FERRY Industrials 145.0 $10K 0.00% +58.0 +66.7% $66.02 +0.2%
158 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 326.0 $9K 0.00% +222.0 +213.5% $27.83 +23.4%
159 VRTX VERTEX PHARMACEUTICALS INC Healthcare 20.0 $9K 0.00% +6.0 +42.9% $453.40 -4.2%
160 MPWR MONOLITHIC PWR SYS INC Technology 10.0 $9K 0.00% +3.0 +42.9% $906.40 +64.4%
Page 8 of 10  ·  194 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
Basic Materials 32.3%
Technology 21.7%
Consumer Cyclical 11.0%
Communication Services 10.6%
Consumer Defensive 9.4%
Financial Services 6.4%
Healthcare 3.2%
Industrials 3.1%
Energy 1.1%
Utilities 0.7%