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Portfolio (Quarterly) Guide ↗

BRAVE ASSET MANAGEMENT INC

· CIK 0001085867
13F Portfolio $467M AUM 146 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 20 Added 44 Reduced 28 Exited
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RIG TRANSOCEAN LTD Energy 23,000.0 $112K 0.02% $4.89 +18.0%
142 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 13,000.0 $111K 0.02% -5K -27.8% $8.56 -3.5%
143 PLUG PLUG PWR INC Industrials 25,400.0 $69K 0.01% -5K -16.4% $2.71 -19.9%
144 BTG B2GOLD CORP Basic Materials 15,000.0 $56K 0.01% -15K -50.0% $3.75 +52.5%
145 XEROX HOLDINGS CORP 19,500.0 $5K 0.00% $0.27
146 INNOVATIVE EYEWEAR INC 31,388.0 $2K $0.06
Page 8 of 8  ·  146 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 30.2%
Technology 29.7%
Communication Services 15.5%
Consumer Cyclical 6.8%
Industrials 6.3%
Healthcare 5.1%
Energy 3.8%
Consumer Defensive 1.5%
Basic Materials 0.9%
Utilities 0.2%