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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 46 of 52  ·  1,022 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 VIRC VIRCO MFG CO Consumer Cyclical 288.0 $2K 0.00% +179.0 +164.2% $6.39 -6.3%
902 MDLZ MONDELEZ INTL INC Consumer Defensive 34.0 $2K 0.00% -35.0 -50.7% $53.85 +14.4%
903 BNL BROADSTONE NET LEASE INC Real Estate 103.0 $2K 0.00% $17.38 +16.9%
904 XLE SELECT SECTOR SPDR TR 40.0 $2K 0.00% NEW $44.73 +36.7%
905 VIKING HOLDINGS LTD 25.0 $2K 0.00% $71.44
906 MTX MINERALS TECHNOLOGIES INC Basic Materials 29.0 $2K 0.00% $60.97 +23.6%
907 GCT GIGACLOUD TECHNOLOGY INC Technology 45.0 $2K 0.00% $39.29 -8.4%
908 LSCC LATTICE SEMICONDUCTOR CORP Technology 24.0 $2K 0.00% $73.58 +67.8%
909 RPRX ROYALTY PHARMA PLC Healthcare 45.0 $2K 0.00% $38.64 +35.4%
910 MANH MANHATTAN ASSOCIATES INC Technology 10.0 $2K 0.00% $173.40 -21.5%
911 FTDR FRONTDOOR INC Consumer Cyclical 30.0 $2K 0.00% $57.70 +7.8%
912 DD DUPONT DE NEMOURS INC Basic Materials 43.0 $2K 0.00% NEW $40.21 +16.9%
913 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 64.0 $2K 0.00% -143.0 -69.1% $26.78 -34.1%
914 GEN GEN DIGITAL INC Technology 62.0 $2K 0.00% NEW $27.19 -10.4%
915 SPYM SPDR SERIES TRUST 21.0 $2K 0.00% $80.24 +8.1%
916 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 45.0 $2K 0.00% $37.42 -19.3%
917 BAK BRASKEM S A Basic Materials 549.0 $2K 0.00% NEW $2.95 +67.4%
918 ODC OIL DRI CORP AMER Basic Materials 33.0 $2K 0.00% $48.97 +54.8%
919 PKX POSCO HOLDINGS INC Basic Materials 30.0 $2K 0.00% $53.23 +40.5%
920 PSMT PRICESMART INC Consumer Defensive 13.0 $2K 0.00% $122.69 +34.1%
Page 46 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%