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Portfolio (Quarterly) Guide ↗

BASSO CAPITAL MANAGEMENT, L.P.

· CIK 0001287978
13F Portfolio $469M AUM 138 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 138 New
Page 4 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TR Financial Services 20,027.0 $1.1M 0.23% NEW $53.47 +16.0%
62 IWC ISHARES TR 5,347.0 $1.1M 0.23% NEW $200.04 -1.0%
63 ONEQ FIDELITY COMWLTH TR 9,910.0 $1.0M 0.22% NEW $103.22 -0.2%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 3,551.0 $999K 0.21% NEW $281.21 -17.3%
65 VSGX VANGUARD WORLD FD 11,626.0 $957K 0.20% NEW $82.34 +1.7%
66 XNAV FUNDX INVT TR 9,757.0 $952K 0.20% NEW $97.54 -6.9%
67 BERKSHIRE HATHAWAY INC DEL 1,892.0 $947K 0.20% NEW $500.39
68 ITOT ISHARES TR 5,678.0 $933K 0.20% NEW $164.27 +2.2%
69 COWZ PACER FDS TR 14,843.0 $923K 0.20% NEW $62.20 +15.7%
70 HD HOME DEPOT INC Consumer Cyclical 2,232.0 $787K 0.17% NEW $352.68 -4.6%
71 OWL BLUE OWL CAPITAL INC Financial Services 85,000.0 $744K 0.16% NEW $8.75 +33.3%
72 SOXX ISHARES TR 1,132.0 $725K 0.15% NEW $640.74 -19.6%
73 CPER UNITED STS COMMODITY INDEX F Financial Services 19,115.0 $721K 0.15% NEW $37.73 +7.9%
74 QQMG INVESCO EXCH TRADED FD TR II 13,739.0 $704K 0.15% NEW $51.23 -3.4%
75 CVIE MORGAN STANLEY ETF TRUST 8,168.0 $694K 0.15% NEW $85.01 +1.2%
76 DFUV DIMENSIONAL ETF TRUST 11,800.0 $649K 0.14% NEW $55.01 +4.2%
77 RTX RTX CORPORATION Industrials 3,411.0 $647K 0.14% NEW $189.73 +10.4%
78 QTUM ETF SER SOLUTIONS 3,912.0 $647K 0.14% NEW $165.39 -10.1%
79 PG PROCTER & GAMBLE CO Consumer Defensive 4,350.0 $638K 0.14% NEW $146.64 -1.0%
80 J P MORGAN EXCHANGE TRADED F 4,528.0 $635K 0.14% NEW $140.23
Page 4 of 7  ·  138 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 72.4%
Technology 8.8%
Communication Services 7.6%
Industrials 4.7%
Consumer Cyclical 2.7%
Healthcare 1.3%
Consumer Defensive 1.0%
Basic Materials 0.6%
Real Estate 0.4%
Utilities 0.3%