Teamwork Financial Advisors, LLC Portfolio Holdings
Q3 2025•176 long positions•$907.8M portfolio value
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Holding186 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $42.8M 4.71% | +$13.6M Bought | 0.001% 168.0K shares | 114.7K → 168.0K +$13.6M | +46.51% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $38.2M 4.21% | -$10.4M Sold | 0.002% 173.9K shares | 221.4K → 173.9K −$10.4M | -21.44% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $35.3M 3.89% | -$14.6M Sold | — 385.2K shares | 544.4K → 385.2K −$14.6M | -29.24% | — — | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $32.5M 3.58% | -$9.1M Sold | 0.001% 174.3K shares | 223.2K → 174.3K −$9.1M | -21.9% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $29.3M 3.23% | -$5.9M Sold | 0.001% 56.6K shares | 67.9K → 56.6K −$5.9M | -16.68% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $28.0M 3.08% | -$23.8M Sold | — 490.3K shares | 907.9K → 490.3K −$23.8M | -45.99% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.2M 2.67% | +$3.6M Bought | — 668.0K shares | 568.1K → 668.0K +$3.6M | +17.59% | — — | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $21.5M 2.37% | +$10.8M Bought | 0.001% 48.4K shares | 24.0K → 48.4K +$10.8M | +101.38% | $1.48T Mega Cap | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $19.7M 2.16% | +$10.6M Bought | 0.001% 80.8K shares | 37.4K → 80.8K +$10.6M | +116.29% | $2.95T Mega Cap | Q2 2020 Held for 5y 5m | |
Computer Hardware Technology | $19.2M 2.11% | +$8.5M Bought | 0.01% 131.5K shares | 72.9K → 131.5K +$8.5M | +80.37% | $183.14B Large Cap | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $18.6M 2.05% | -$6.7M Sold | 0.001% 25.3K shares | 34.4K → 25.3K −$6.7M | -26.49% | $1.84T Mega Cap | Q1 2021 Held for 4y 8m | |
Semiconductors Technology | $17.5M 1.93% | +$9.9M Bought | 0.007% 108.4K shares | 47.4K → 108.4K +$9.9M | +128.72% | $262.56B Mega Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $17.3M 1.91% | +$9.6M Bought | 0.014% 120.9K shares | 53.9K → 120.9K +$9.6M | +124.29% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $16.9M 1.86% | +$11.5M Bought | 0.014% 34.5K shares | 11.0K → 34.5K +$11.5M | +213.76% | $123.06B Large Cap | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $16.8M 1.85% | -$7.6M Sold | 0.002% 53.3K shares | 77.3K → 53.3K −$7.6M | -31.08% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $16.6M 1.83% | +$8.6M Bought | 0.002% 59.1K shares | 28.5K → 59.1K +$8.6M | +107.81% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
Engineering & Construction Industrials | $16.3M 1.79% | -$6.3M Sold | 0.026% 39.3K shares | 54.6K → 39.3K −$6.3M | -28.05% | $61.8B Large Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $15.9M 1.75% | -$4.4M Sold | 0.003% 13.2K shares | 16.9K → 13.2K −$4.4M | -21.61% | $509.45B Mega Cap | Q2 2023 Held for 2y 5m | |
Renewable Utilities Utilities | $15.9M 1.75% | -$8.7M Sold | 0.009% 25.8K shares | 40.0K → 25.8K −$8.7M | -35.48% | $167.39B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $15.8M 1.74% | +$10.6M Bought | 0.004% 86.6K shares | 28.3K → 86.6K +$10.6M | +205.79% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $15.6M 1.72% | -$2.4M Sold | 0.004% 16.9K shares | 19.4K → 16.9K −$2.4M | -13.19% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $15.2M 1.68% | +$10.9M Bought | 0.011% 74.8K shares | 21.2K → 74.8K +$10.9M | +253.52% | $137.82B Large Cap | Q1 2024 Held for 1y 8m | |
Financial - Credit Services Financial Services | $15.0M 1.65% | +$10.2M Bought | 0.006% 45.1K shares | 14.4K → 45.1K +$10.2M | +212.93% | $231.14B Mega Cap | Q3 2021 Held for 4y 2m | |
Agricultural - Machinery Industrials | $14.7M 1.62% | +$11.0M Bought | 0.007% 30.9K shares | 7.8K → 30.9K +$11.0M | +296.58% | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Industrial - Machinery Industrials | $14.2M 1.56% | +$10.2M Bought | 0.019% 107.9K shares | 30.1K → 107.9K +$10.2M | +258.17% | $73.8B Large Cap | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $14.1M 1.55% | +$11.3M Bought | 0.03% 57.3K shares | 11.6K → 57.3K +$11.3M | +395.55% | $47.4B Large Cap | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $13.7M 1.51% | +$11.3M Bought | 0.001% 41.5K shares | 7.1K → 41.5K +$11.3M | +481.08% | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $13.7M 1.51% | +$13.7M Bought | 0.008% 102.1K shares | — | — | $168.85B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $13.4M 1.47% | +$10.0M Bought | 0.009% 12.4K shares | 3.1K → 12.4K +$10.0M | +299.1% | $142.03B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $13.3M 1.46% | -$9.1M Sold | 0.005% 16.6K shares | 28.1K → 16.6K −$9.1M | -40.71% | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $12.9M 1.43% | +$9.1M Bought | 0.023% 18.0K shares | 5.4K → 18.0K +$9.1M | +233.06% | $56.3B Large Cap | Q2 2024 Held for 1y 5m | |
Asset Management Financial Services | $12.9M 1.42% | +$10.2M Bought | 0.017% 118.6K shares | 24.8K → 118.6K +$10.2M | +377.58% | $76.8B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $12.9M 1.42% | +$10.0M Bought | 0.004% 43.0K shares | 9.7K → 43.0K +$10.0M | +344.76% | $319.00B Mega Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $12.7M 1.39% | +$10.3M Bought | 0.019% 188.1K shares | 35.4K → 188.1K +$10.3M | +431.09% | $65.7B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $12.3M 1.36% | +$9.6M Bought | 0.013% 35.1K shares | 7.8K → 35.1K +$9.6M | +348.9% | $95.7B Large Cap | Q1 2023 Held for 2y 8m | |
Industrial - Machinery Industrials | $12.3M 1.36% | +$9.8M Bought | 0.008% 32.9K shares | 6.6K → 32.9K +$9.8M | +396.59% | $145.70B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $12.2M 1.34% | +$9.9M Bought | 0.013% 37.7K shares | 6.9K → 37.7K +$9.9M | +449.4% | $91.4B Large Cap | Q3 2024 Held for 1y 2m | |
Financial - Data & Stock Exchanges Financial Services | $12.1M 1.33% | +$8.7M Bought | 0.008% 24.8K shares | 7.0K → 24.8K +$8.7M | +254.2% | $148.59B Large Cap | Q3 2024 Held for 1y 2m | |
Insurance - Brokers Financial Services | $12.0M 1.32% | +$12.0M New | 0.036% 34.8K shares | 0 → 34.8K +$12.0M | New | $33.7B Large Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $12.0M 1.32% | +$11.4M Bought | 0.032% 73.4K shares | 3.8K → 73.4K +$11.4M | +1,842.22% | $37.9B Large Cap | Q3 2023 Held for 2y 2m | |
Travel Services Consumer Cyclical | $11.3M 1.24% | +$11.3M Bought | 0.043% 52.8K shares | — | — | $26.4B Large Cap | Q3 2025 Held for 2 months | |
Independent Power Producers Utilities | $11.0M 1.22% | +$11.0M New | 0.017% 56.4K shares | 0 → 56.4K +$11.0M | New | $66.4B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $8.3M 0.909% | +$162.9K Bought | 0.002% 73.2K shares | 71.7K → 73.2K +$162.9K | +2.01% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial Materials Basic Materials | $7.3M 0.806% | +$1.5M Bought | 0.53% 1.3M shares | 1.0M → 1.3M +$1.5M | +26.55% | $1.4B Small Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $5.5M 0.609% | +$323.1K Bought | — 19.8K shares | 18.6K → 19.8K +$323.1K | +6.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 0.594% | +$778.5K Bought | — 103.1K shares | 88.2K → 103.1K +$778.5K | +16.88% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $4.3M 0.477% | +$70.9K Bought | 0.0% 17.8K shares | 17.5K → 17.8K +$70.9K | +1.67% | $2.95T Mega Cap | Q2 2020 Held for 5y 5m | |
Semiconductors Technology | $4.3M 0.469% | +$1.1M Bought | 0.002% 25.6K shares | 18.7K → 25.6K +$1.1M | +36.9% | $179.50B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Refining & Marketing Energy | $3.9M 0.434% | -$7.2K Sold | 0.007% 23.1K shares | 23.2K → 23.1K −$7.2K | -0.18% | $52.9B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.6M 0.398% | +$3.6M Bought | — 73.2K shares | 829.2K → 73.2K −$37.3M | -91.17% | — — | Q2 2025 Held for 5 months |
