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Portfolio (Quarterly) Guide ↗

WPG Advisers, LLC

· CIK 0002067343
13F Portfolio $170M AUM 1,549 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 576 Added 292 Reduced 44 Exited
Page 8 of 78  ·  1,549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 330.0 $143K 0.08% +54.0 +19.6% $433.33 -20.7%
142 FEGE RBB FUND TRUST 2,911.0 $142K 0.08% +570.0 +24.4% $48.92 +6.3%
143 CB CHUBB LIMITED Financial Services 415.0 $141K 0.08% +104.0 +33.4% $340.74 +0.0%
144 VTR VENTAS INC Real Estate 1,582.0 $140K 0.08% +1K +882.6% $88.80 +2.7%
145 MO ALTRIA GROUP INC Consumer Defensive 1,924.0 $138K 0.08% +261.0 +15.7% $71.95 -11.1%
146 AJG GALLAGHER ARTHUR J & CO Financial Services 601.0 $138K 0.08% -52.0 -8.0% $229.57 +8.0%
147 BSV VANGUARD BD INDEX FDS 1,764.0 $137K 0.08% $77.91 -0.4%
148 TMO THERMO FISHER SCIENTIFIC INC Healthcare 272.0 $136K 0.08% +74.0 +37.4% $501.36 +16.8%
149 LPLA LPL FINL HLDGS INC Financial Services 480.0 $135K 0.08% +3.0 +0.6% $281.68 +30.7%
150 CBOE CBOE GLOBAL MKTS INC Financial Services 555.0 $135K 0.08% -53.0 -8.7% $242.67 +21.6%
151 CRWV COREWEAVE INC Technology 1,348.0 $134K 0.08% +189.0 +16.3% $99.54 +6.5%
152 VRT VERTIV HOLDINGS CO Industrials 398.0 $133K 0.08% +131.0 +49.1% $334.82 -12.7%
153 FISV FISERV INC Technology 2,715.0 $133K 0.08% +3K +10000.0% $49.05 +6.4%
154 VRTX VERTEX PHARMACEUTICALS INC Healthcare 268.0 $133K 0.08% +16.0 +6.3% $496.73 +3.8%
155 TREX TREX INC Industrials 2,659.0 $133K 0.08% $50.04 -2.6%
156 DUK DUKE ENERGY CORP NEW Utilities 1,046.0 $132K 0.08% +235.0 +29.0% $126.58 -2.4%
157 LMT LOCKHEED MARTIN CORP Industrials 259.0 $132K 0.08% -46.0 -15.1% $509.46 +16.5%
158 MBB ISHARES TR 1,377.0 $130K 0.08% +35.0 +2.6% $94.52 -1.6%
159 BSX BOSTON SCIENTIFIC CORP Healthcare 3,026.0 $129K 0.08% +1K +57.9% $42.68 +20.5%
160 JCI JOHNSON CONTROLS INTERNATION Industrials 879.0 $128K 0.07% +209.0 +31.2% $146.11 +5.3%
Page 8 of 78  ·  1,549 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
Technology 30.3%
Financial Services 29.9%
Consumer Cyclical 8.3%
Healthcare 7.7%
Communication Services 7.1%
Industrials 6.9%
Consumer Defensive 2.9%
Energy 2.2%
Utilities 1.8%
Basic Materials 1.5%