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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $442M AUM 47 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 17 Added 13 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE-TRADED FUND TRUST - INVESCO S&P 500 EQUAL WEIGHT ETF 69,712.0 $13.4M 3.03% NEW $191.92 +5.1%
2 XSW SPDR SERIES TRUST - STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 27,000.0 $3.8M 0.87% NEW $142.29 +12.2%
3 DOCU DOCUSIGN, INC. Technology 425.0 $20K 0.01% NEW $47.41 +3.4%
4 SALLY BEAUTY HOLDINGS INC 325.0 $5K 0.00% NEW $13.85
5 JBLU JETBLUE AIRWAYS CORP Industrials 100.0 $442.0 NEW $4.42 +3.6%

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 99.0%
Technology 0.3%
Consumer Cyclical 0.3%
Consumer Defensive 0.2%
Healthcare 0.1%
Communication Services 0.1%
Energy 0.0%
Industrials 0.0%
Basic Materials 0.0%