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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $620M AUM 49 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 19 Added 13 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TRUST 1 Financial Services 8,000.0 $5.9M 0.95% NEW $736.40 -3.1%
2 VTI VANGUARD TSM IDX ETF 8,000.0 $3.0M 0.48% NEW $370.04 +2.2%
3 SDY SS SPDR S&P DIVIDEND 9,455.0 $1.4M 0.23% NEW $152.18 +4.1%
4 IWV ISHARES:RUSSELL 3000 2,500.0 $1.1M 0.17% NEW $426.40 +2.4%
5 TLRY TILRAY BRANDS INC Healthcare 1,600.0 $7K 0.00% NEW $4.49 +7.8%
6 ASPN ASPEN AEROGELS INC Industrials 800.0 $5K 0.00% NEW $6.34 -18.3%

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 98.7%
Consumer Cyclical 0.7%
Technology 0.3%
Healthcare 0.1%
Communication Services 0.1%
Consumer Defensive 0.1%
Industrials 0.0%
Energy 0.0%
Basic Materials 0.0%