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Portfolio (Quarterly) Guide ↗

COOKSON PEIRCE & CO INC

· CIK 0001141455
13F Portfolio $2.4B AUM 303 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 148 Added 80 Reduced 64 Exited
Page 16 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BSMV INVESCO EXCH TRD SLF IDX FD 9,612.0 $201K 0.01% -381.0 -3.8% $20.88 -0.2%
302 GALAXY DIGITAL INC. 10,000.0 $184K 0.01% $18.45
303 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 12,479.0 $17K 0.00% $1.40 +55.0%
Page 16 of 16  ·  303 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 35.2%
Industrials 14.6%
Healthcare 11.5%
Financial Services 10.8%
Consumer Cyclical 9.5%
Communication Services 6.1%
Basic Materials 4.3%
Energy 3.8%
Consumer Defensive 2.2%
Utilities 1.5%