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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 37 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NUS NU SKIN ENTERPRISES INC Consumer Defensive 538.0 $5K 0.00% +402.0 +295.6% $9.62 -39.1%
722 GRRR GORILLA TECHNOLOGY GROUP INC Technology 471.0 $5K 0.00% $10.92 +18.9%
723 ODV OSISKO DEVELOPMENT CORP Basic Materials 1,462.0 $5K 0.00% NEW $3.49 -16.3%
724 COKE COCA COLA CONS INC Consumer Defensive 33.0 $5K 0.00% +23.0 +230.0% $153.30 +12.3%
725 BXSL BLACKSTONE SECD LENDING FD Financial Services 191.0 $5K 0.00% -287.0 -60.0% $26.34 -10.7%
726 MNDY MONDAY COM LTD Technology 34.0 $5K 0.00% $147.59 -47.1%
727 ANET ARISTA NETWORKS INC Technology 38.0 $5K 0.00% +27.0 +245.4% $131.05 +8.0%
728 NFG NATIONAL FUEL GAS CO Energy 62.0 $5K 0.00% $80.06 +3.6%
729 TGB TASEKO MINES LTD Basic Materials 874.0 $5K 0.00% $5.66 +15.2%
730 CNA CNA FINL CORP Financial Services 103.0 $5K 0.00% +23.0 +28.8% $47.75 -7.0%
731 HAFN HAFNIA LTD Industrials 922.0 $5K 0.00% -3K -78.9% $5.33 +66.4%
732 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 50.0 $5K 0.00% +16.0 +47.1% $97.90 +10.3%
733 NTR NUTRIEN LTD Basic Materials 79.0 $5K 0.00% $61.72 +16.0%
734 BLDR BUILDERS FIRSTSOURCE INC Industrials 47.0 $5K 0.00% $102.89 -35.5%
735 ASC ARDMORE SHIPPING CORP Industrials 454.0 $5K 0.00% $10.59 +77.9%
736 ENTERGY CORP NEW 52.0 $5K 0.00% $92.44
737 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 80.0 $5K 0.00% NEW $59.44 -16.4%
738 VALE VALE S A Basic Materials 364.0 $5K 0.00% $13.03 +25.2%
739 FCPT FOUR CORNERS PPTY TR INC Real Estate 205.0 $5K 0.00% $23.06 +7.9%
740 SPGI S&P GLOBAL INC Financial Services 9.0 $5K 0.00% $522.67 -20.1%
Page 37 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%