Teamwork Financial Advisors, LLC
CIK: 0001629931Latest portfolio: $990.2M · Q4 2025
Holdings
173
Total Value
$990.2M
New Positions
19
Closed Positions
23
Top Holdings
View All 173 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 190,466 | $51.8M | 5.23% | -8,166 | Call |
| 2 | AMZNAMAZON COM INC | 220,416 | $50.9M | 5.14% | -6,926 | Call |
| 3 | NVDANVIDIA CORPORATION | 214,481 | $40.0M | 4.04% | NEW | Call |
| 4 | MSFTMICROSOFT CORP | 65,485 | $31.7M | 3.20% | -781 | Call |
| 5 | BILSPDR SERIES TRUST | 292,349 | $26.7M | 2.70% | -92,885 | |
| 6 | METAMETA PLATFORMS INC | 36,915 | $24.4M | 2.46% | +12K | Call |
| 7 | CGDGCAPITAL GROUP DIVIDEND VALUE | 545,485 | $23.8M | 2.40% | NEW | |
| 8 | GOOGLALPHABET INC | 74,931 | $23.5M | 2.37% | -5,900 | |
| 9 | COWGPACER FDS TR | 651,817 | $22.9M | 2.32% | -16,204 | |
| 10 | TSLATESLA INC | 50,575 | $22.7M | 2.30% | -1,348 | Call |
| 11 | JPMJPMORGAN CHASE & CO. | 58,067 | $18.7M | 1.89% | +2K | Call |
| 12 | GEVGE VERNOVA INC | 28,069 | $18.3M | 1.85% | +887 | Call |
| 13 | ANETARISTA NETWORKS INC | 137,367 | $18.0M | 1.82% | +4K | Call |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 101,195 | $18.0M | 1.82% | +2K | Call |
| 15 | AMDADVANCED MICRO DEVICES INC | 82,319 | $17.6M | 1.78% | -32,670 | Call |
| 16 | PWRQUANTA SVCS INC | 39,153 | $16.5M | 1.67% | -2,233 | Call |
| 17 | EMREMERSON ELEC CO | 120,899 | $16.0M | 1.62% | +6K | Call |
| 18 | XOMEXXON MOBIL CORP | 132,434 | $15.9M | 1.61% | -2,043 | Call |
| 19 | LRCXLAM RESEARCH CORP | 92,666 | $15.9M | 1.60% | NEW | Call |
| 20 | CRWDCROWDSTRIKE HLDGS INC | 33,519 | $15.7M | 1.59% | -2,679 | Call |
| 21 | AVGOBROADCOM INC | 45,104 | $15.6M | 1.58% | +4K | |
| 22 | GSGOLDMAN SACHS GROUP INC | 17,559 | $15.4M | 1.56% | NEW | Call |
| 23 | SPGIS&P GLOBAL INC | 29,488 | $15.4M | 1.56% | +5K | |
| 24 | COSTCOSTCO WHSL CORP NEW | 17,766 | $15.3M | 1.55% | +385 | Call |
| 25 | HOODROBINHOOD MKTS INC | 131,012 | $14.8M | 1.50% | -496 | Call |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($2.671423804229502e+242T)
Technology0.0% ($5.1779400003167015e+119T)
Industrials0.0% ($1.6524160441439813e+44T)
Energy0.0% ($1.5936375135582687e+30T)
Unknown0.0% ($4.146129710878118e+26T)
Communication Services0.0% ($2436723453139495424.0T)
Healthcare0.0% ($502040062210982464.0T)
Consumer Cyclical0.0% ($50876227441458112.0T)
Real Estate0.0% ($79577253444.8T)
Consumer Defensive0.0% ($15320138152.0T)
Utilities0.0% ($1834.4T)
Basic Materials0.0% ($1.7B)
Filing History
Fund Information
Teamwork Financial Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $990.2M across 173 holdings. The largest position is APPLE INC (AAPL), representing 5.2% of the portfolio. Compared to the previous quarter, the fund opened 25 new positions and closed 29 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.