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Portfolio (Quarterly) Guide ↗

Stelac Advisory Services LLC

· CIK 0001519676
13F Portfolio $537M AUM 168 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSAN COSAN S A Energy 38,022.0 $110K 0.02% NEW $2.88 -5.9%
162 PFF ISHARES TR 3,581.0 $109K 0.02% NEW $30.49 +0.0%
163 WEN WENDYS CO Consumer Cyclical 12,706.0 $105K 0.02% NEW $8.29 +7.1%
164 UBER UBER TECHNOLOGIES INC Technology 1,441.0 $104K 0.02% NEW $72.16 +8.9%
165 VTIP VANGUARD MALVERN FDS 2,055.0 $103K 0.02% NEW $50.23 -0.9%
166 THD ISHARES INC 1,426.0 $103K 0.02% NEW $72.31 +1.7%
167 KHC KRAFT HEINZ CO Consumer Defensive 4,292.0 $101K 0.02% NEW $23.62 +8.6%
168 CAG CONAGRA BRANDS INC Consumer Defensive 7,524.0 $101K 0.02% NEW $13.46 +23.5%
Page 9 of 9  ·  168 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 32.7%
Financial Services 20.7%
Communication Services 15.9%
Consumer Cyclical 10.2%
Healthcare 8.7%
Industrials 5.0%
Real Estate 3.8%
Energy 1.4%
Basic Materials 1.3%
Consumer Defensive 0.3%