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Portfolio (Quarterly) Guide ↗

Lesa Sroufe & Co

· CIK 0001492162
13F Portfolio $140M AUM 68 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 27 Added 3 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 TOTALENERGIES F 47,819 $4.4M 2.96% SOLD
2 VIV TELEFONICA BRASIL S. F SPONSORED ADR 1 ADR Communication Services 229,279 $3.6M 2.48% SOLD
3 VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 3,854 $533K 0.36% SOLD
4 VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES 542 $378K 0.26% SOLD
5 VANGUARD TOTAL INTL STOCK INDEX ADMIRAL 7,258 $299K 0.20% SOLD
6 XOM EXXON MOBIL CORP COM Energy 1,710 $290K 0.20% SOLD
7 COMP COMPASS INC CL A Technology 25,089 $183K 0.12% SOLD
Sector Allocation
Basic Materials 26.0%
Energy 16.3%
Industrials 15.8%
Financial Services 11.4%
Technology 10.0%
Utilities 8.1%
Healthcare 5.3%
Consumer Cyclical 4.0%
Consumer Defensive 2.8%
Real Estate 0.2%