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Portfolio (Quarterly) Guide ↗

SOMERVILLE KURT F

· CIK 0001215208
13F Portfolio $379M AUM 402 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 5 Added 62 Reduced 16 Exited
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NOVOZYMES A S DKK 2.0 3,740.0 $221K 0.06% -13K -77.3% $59.02
62 GIS GENERAL MILLS Consumer Defensive 5,518.0 $205K 0.05% -2K -25.1% $37.22 -7.2%
Page 4 of 4  ·  62 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 30.0%
Healthcare 18.9%
Industrials 15.9%
Consumer Cyclical 11.1%
Financial Services 8.2%
Communication Services 6.9%
Energy 3.8%
Consumer Defensive 3.8%
Utilities 1.2%
Basic Materials 0.1%