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Portfolio (Quarterly) Guide ↗

SAYBROOK CAPITAL /NC

· CIK 0001044924
13F Portfolio $402M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 42 New
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM Exxon Mobil Corp Energy 1,995.0 $240K 0.06% NEW $120.34 +15.1%
42 Onelink Corporation 10,000.0 NEW
Page 3 of 3  ·  42 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
Communication Services 32.8%
Industrials 19.5%
Financial Services 15.2%
Technology 15.0%
Consumer Defensive 7.0%
Basic Materials 5.8%
Consumer Cyclical 3.9%
Healthcare 0.8%
Energy 0.1%