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Portfolio (Quarterly) Guide ↗

Performa Ltd (US), LLC

· CIK 0001650303
13F Portfolio $394M AUM 51 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New
Page 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO Vanguard Index Funds - Vanguard S&P 500 ETF 190,013.0 $119.2M 30.24% NEW $627.13 +7.6%
2 SPY SPDR S&P 500 ETF Financial Services 96,375.0 $65.7M 16.68% NEW $681.92 +7.6%
3 VO Vanguard Index Funds - Vanguard Mid-Cap ETF 214,058.0 $62.1M 15.76% NEW $290.22 -73.7%
4 HYLB DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF 1,511,750.0 $55.7M 14.13% NEW $36.83 -1.6%
5 VEU Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 390,601.0 $28.7M 7.29% NEW $73.56 +9.8%
6 VBR Vanguard Index Funds - Vanguard Small-Cap Value ETF 87,613.0 $18.6M 4.71% NEW $211.79 +6.7%
7 VBK Vanguard Index Funds - Vanguard Small-Cap Growth ETF 31,723.0 $9.6M 2.43% NEW $302.11 +10.0%
8 IJR iShares Trust - iShares Core S&P Small-Cap ETF 73,520.0 $8.8M 2.24% NEW $120.18 +10.8%
9 QUAL iShares Trust - iShares MSCI USA Quality Factor ETF 38,883.0 $7.7M 1.96% NEW $198.61 +5.5%
10 SPHQ Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 102,691.0 $7.7M 1.96% NEW $75.05 +9.4%
11 ANGL VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 119,217.0 $3.5M 0.89% NEW $29.36 -2.1%
12 EWJ iShares, Inc. - iShares MSCI Japan ETF 40,323.0 $3.3M 0.83% NEW $80.74 +11.8%
13 IWN iShares Trust - iShares Russell 2000 Value ETF 11,999.0 $2.2M 0.55% NEW $181.21 +12.7%
14 IWP iShares Trust - iShares Russell Mid-Cap Growth ETF 4,462.0 $611K 0.15% NEW $136.94 -1.4%
15 LESL LESLIE'S INC-NEW Consumer Cyclical 116,100.0 $192K 0.05% NEW $1.65 +58.8%
16 OTLY OATLY GROUP AB Consumer Defensive 10,100.0 $108K 0.03% NEW $10.69 -7.3%
17 ALLBIRDS INC-CL A 18,350.0 $75K 0.02% NEW $4.10
18 XRAY DENTSPLY SIRONA INC Healthcare 4,250.0 $49K 0.01% NEW $11.43 -14.1%
19 OEC ORION SA Basic Materials 7,900.0 $42K 0.01% NEW $5.28 +27.1%
20 SSTK SHUTTERSTOCK INC Communication Services 1,838.0 $35K 0.01% NEW $19.10 -12.5%
Page 1 of 3  ·  51 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
Financial Services 99.1%
Consumer Cyclical 0.3%
Healthcare 0.2%
Consumer Defensive 0.2%
Technology 0.1%
Industrials 0.1%
Basic Materials 0.1%
Communication Services 0.1%
Energy 0.0%