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Portfolio (Quarterly) Guide ↗

Del-Sette Capital Management, LLC

· CIK 0001610580
13F Portfolio $167M AUM 44 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 19 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EIX EDISON INTL Utilities 44,758.0 $3.3M 1.96% NEW $73.18 -4.1%
2 F FORD MTR CO Consumer Cyclical 229,341.0 $2.6M 1.58% NEW $11.54 +20.2%
3 RPG INVESCO EXCHANGE TRADED FD T 33,230.0 $1.6M 0.93% NEW $46.74 +22.2%
4 TAN INVESCO EXCH TRADED FD TR II 14,391.0 $802K 0.48% NEW $55.71 -12.7%
5 CSD INVESCO EXCHANGE TRADED FD T 6,914.0 $779K 0.47% NEW $112.67 +16.9%

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 26.1%
Energy 21.3%
Financial Services 12.9%
Consumer Cyclical 12.1%
Real Estate 12.1%
Utilities 10.5%
Communication Services 3.1%
Consumer Defensive 1.9%