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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 13 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LENNAR CORP 453.0 $43K 0.02% $95.12
242 MA MASTERCARD INCORPORATED Financial Services 75.0 $43K 0.02% $570.88 -13.4%
243 CX CEMEX SAB DE CV Basic Materials 3,724.0 $43K 0.02% $11.49 +9.3%
244 MTG MGIC INVT CORP WIS Financial Services 1,458.0 $43K 0.02% $29.22 -11.4%
245 HBM HUDBAY MINERALS INC Basic Materials 2,100.0 $42K 0.02% +209.0 +11.1% $19.85 +25.7%
246 SCCO SOUTHERN COPPER CORP Basic Materials 290.0 $42K 0.02% +2.0 +0.7% $143.47 +23.2%
247 LRCX LAM RESEARCH CORP Technology 243.0 $42K 0.02% +55.0 +29.3% $171.18 +66.3%
248 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 1,296.0 $41K 0.02% +1K +502.8% $31.89 +7.9%
249 EAT BRINKER INTL INC Consumer Cyclical 284.0 $41K 0.02% $143.52 -4.4%
250 DELL DELL TECHNOLOGIES INC Technology 323.0 $41K 0.02% +52.0 +19.2% $125.88 +92.3%
251 GILD GILEAD SCIENCES INC Healthcare 327.0 $40K 0.02% $122.74 +5.6%
252 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,657.0 $40K 0.02% +910.0 +121.8% $24.02 +37.8%
253 GDDY GODADDY INC Technology 319.0 $40K 0.02% $124.08 -29.7%
254 POR PORTLAND GEN ELEC CO Utilities 813.0 $39K 0.02% $47.99 -1.5%
255 NG NOVAGOLD RES INC Basic Materials 4,159.0 $39K 0.02% $9.32 -12.8%
256 WU WESTERN UN CO Financial Services 4,153.0 $39K 0.02% +2K +64.5% $9.31 -10.4%
257 GOVT ISHARES TR 1,678.0 $39K 0.02% $23.03 -2.0%
258 IDXX IDEXX LABS INC Healthcare 56.0 $38K 0.01% $676.54 -21.8%
259 SFM SPROUTS FMRS MKT INC Consumer Defensive 474.0 $38K 0.01% -8.0 -1.7% $79.67 +7.3%
260 SNPS SYNOPSYS INC Technology 80.0 $38K 0.01% +2.0 +2.6% $469.73 +7.0%
Page 13 of 52  ·  1,022 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%