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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BXSL BLACKSTONE SECD LENDING FD Financial Services 25,940.0 $615K 0.13% NEW $23.71 +4.7%
82 IWF ISHARES TR 4,952.0 $615K 0.13% NEW $124.17 -1.8%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 18,323.0 $610K 0.13% NEW $33.29 +34.7%
84 NULG NUSHARES ETF TR 4,943.0 $579K 0.12% NEW $117.06 -2.3%
85 SCHD SCHWAB STRATEGIC TR 17,534.0 $556K 0.12% NEW $31.71 +10.6%
86 QAI NEW YORK LIFE INVESTMENTS ET 14,337.0 $525K 0.11% NEW $36.60 -0.2%
87 USMC PRINCIPAL EXCHANGE TRADED FD 6,617.0 $490K 0.10% NEW $74.13 +2.6%
88 CVBF CVB FINL CORP Financial Services 21,181.0 $478K 0.10% NEW $22.55 -0.8%
89 DGRO ISHARES TR 6,170.0 $468K 0.10% NEW $75.79 +5.3%
90 EFV ISHARES TR 6,067.0 $464K 0.10% NEW $76.55 +7.6%
91 CMF ISHARES TR 8,035.0 $463K 0.10% NEW $57.64 -1.8%
92 QCLN FIRST TR EXCHANGE-TRADED FD 7,461.0 $458K 0.10% NEW $61.32 -18.6%
93 HDV ISHARES TR 16,567.0 $454K 0.10% NEW $27.41 +8.8%
94 VIG VANGUARD SPECIALIZED FUNDS 1,905.0 $451K 0.10% NEW $236.62 +3.2%
95 IPKW INVESCO EXCH TRADED FD TR II 7,865.0 $443K 0.09% NEW $56.33 +8.2%
96 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,350.0 $426K 0.09% NEW $51.05 +34.9%
97 GSLC GOLDMAN SACHS ETF TR 2,958.0 $420K 0.09% NEW $141.89 +3.1%
98 VB VANGUARD INDEX FDS 1,348.0 $408K 0.09% NEW $303.02 -0.0%
99 LIN LINDE PLC Basic Materials 772.0 $401K 0.09% NEW $518.94 -6.4%
100 NVO NOVO-NORDISK A S Healthcare 8,000.0 $384K 0.08% NEW $47.94 +0.2%
Page 5 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%