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Portfolio (Quarterly) Guide ↗

WealthCollab, LLC

· CIK 0002017870
13F Portfolio $276M AUM 1,060 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 94 New 206 Added 194 Reduced 147 Exited
Page 48 of 49  ·  969 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 UGI UGI CORP NEW Utilities 15.0 $519.0 -39.0 -72.2% $34.60 +9.8%
942 SPSM SPDR SERIES TRUST 8.0 $462.0 NEW $57.75 -4.2%
943 DGII DIGI INTL INC Technology 6.0 $450.0 $75.00 -8.0%
944 HRI HERC HLDGS INC Industrials 3.0 $431.0 $143.67 -1.9%
945 RACE FERRARI N V Consumer Cyclical 1.0 $373.0 $373.00 +10.9%
946 RKT ROCKET COS INC Financial Services 23.0 $363.0 $15.78 -16.5%
947 VERSIGENT PLC 8.0 $337.0 NEW $42.12
948 DORM DORMAN PRODS INC Consumer Cyclical 2.0 $273.0 -14.0 -87.5% $136.50 -7.2%
949 NATL NCR ATLEOS CORPORATION Technology 6.0 $261.0 $43.50 +7.2%
950 MILLROSE PPTYS INC 8.0 $241.0 $30.12
951 JAMES HARDIE INDS PLC 9.0 $236.0 -35.0 -79.5% $26.22
952 CAN CANAAN INC Technology 808.0 $232.0 $0.29 +17.2%
953 MVST MICROVAST HOLDINGS INC Industrials 175.0 $205.0 $1.17 -49.0%
954 HTZ HERTZ GLOBAL HLDGS INC Industrials 90.0 $204.0 $2.27 -10.0%
955 CANGO INC 883.0 $181.0 $0.20
956 KRNT KORNIT DIGITAL LTD Industrials 11.0 $179.0 $16.27 -1.4%
957 LCID LUCID GROUP INC Consumer Cyclical 25.0 $168.0 $6.72 -37.2%
958 STVN STEVANATO GROUP S P A Healthcare 9.0 $163.0 $18.11 +15.4%
959 SIGA SIGA TECHNOLOGIES INC Healthcare 41.0 $150.0 -3K -98.6% $3.66 -17.2%
960 VSNT VERSANT MEDIA GROUP INC Industrials 4.0 $145.0 NEW $36.25 +2.6%
Page 48 of 49  ·  969 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 43.9%
Technology 22.6%
Consumer Cyclical 8.1%
Financial Services 6.8%
Healthcare 5.5%
Communication Services 4.7%
Industrials 3.6%
Consumer Defensive 2.4%
Energy 1.2%
Utilities 0.7%