Portfolio (Quarterly) Guide ↗

Notis-McConarty Edward

· CIK 0001592616

13F Portfolio $201M AUM 182 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 12 Added 27 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RELX	RELX PLC	Communication Services	5,785	$234K	0.11%	SOLD

Sector Allocation

Technology 29.4%

Healthcare 19.9%

Industrials 16.3%

Consumer Cyclical 9.4%

Financial Services 8.6%

Communication Services 6.9%

Consumer Defensive 4.4%

Energy 3.8%

Utilities 0.9%

Basic Materials 0.3%