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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $136M AUM 1,476 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 70 New 313 Added 663 Reduced 71 Exited
Page 14 of 74  ·  1,476 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TFLR T ROWE PRICE ETF INC 1,087.0 $55K 0.04% NEW $50.36 +1.2%
262 MPWR MONOLITHIC PWR SYS INC Technology 50.0 $55K 0.04% -9.0 -15.2% $1093.36 +42.8%
263 CL COLGATE PALMOLIVE CO Consumer Defensive 641.0 $55K 0.04% -132.0 -17.1% $85.23 +6.1%
264 CI THE CIGNA GROUP Healthcare 203.0 $54K 0.04% +40.0 +24.5% $266.75 +5.7%
265 IDXX IDEXX LABS INC Healthcare 96.0 $54K 0.04% +1.0 +1.1% $561.89 -1.6%
266 CMI CUMMINS INC Industrials 100.0 $54K 0.04% $538.02 +18.7%
267 CPRT COPART INC Industrials 1,619.0 $54K 0.04% +127.0 +8.5% $33.20 +3.6%
268 EMD WESTERN ASSET EMERGING MKTS Financial Services 5,472.0 $54K 0.04% -137.0 -2.4% $9.82 +5.0%
269 FANG DIAMONDBACK ENERGY INC Energy 271.0 $54K 0.04% +16.0 +6.3% $197.79 +1.6%
270 ROKU ROKU INC Communication Services 561.0 $53K 0.04% +276.0 +96.8% $94.62 +31.2%
271 DDOG DATADOG INC Technology 448.0 $53K 0.04% +23.0 +5.4% $118.05 +84.7%
272 GD GENERAL DYNAMICS CORP Industrials 154.0 $53K 0.04% -122.0 -44.2% $343.22 -1.3%
273 MSCI MSCI INC Financial Services 98.0 $53K 0.04% -6.0 -5.8% $539.01 +8.0%
274 SCHW SCHWAB CHARLES CORP Financial Services 562.0 $53K 0.04% -87.0 -13.4% $93.98 -4.1%
275 ABVX ABIVAX SA Healthcare 472.0 $53K 0.04% +18.0 +4.0% $111.35 +11.4%
276 SO SOUTHERN CO Utilities 540.0 $52K 0.04% +74.0 +15.9% $96.52 -3.0%
277 HIG HARTFORD INSURANCE GROUP INC Financial Services 382.0 $52K 0.04% $135.23 +0.6%
278 PWR QUANTA SVCS INC Industrials 94.0 $52K 0.04% -2.0 -2.1% $549.02 +29.3%
279 LHX L3HARRIS TECHNOLOGIES INC Industrials 149.0 $51K 0.04% +1.0 +0.7% $345.15 -11.2%
280 TXT TEXTRON INC Industrials 586.0 $51K 0.04% -66.0 -10.1% $87.56 +2.2%
Page 14 of 74  ·  1,476 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
Financial Services 29.7%
Technology 26.9%
Consumer Cyclical 9.1%
Healthcare 8.5%
Industrials 7.6%
Communication Services 7.4%
Consumer Defensive 3.3%
Energy 2.7%
Basic Materials 1.8%
Utilities 1.7%