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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $415M AUM 170 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 33 Added 67 Reduced 16 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 303.0 $219K 0.05% NEW $723.00 -33.3%
22 APH AMPHENOL CORP Technology 1,236.0 $218K 0.05% NEW $176.57 -8.6%
23 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 6,566.0 $202K 0.05% NEW $30.71 +23.8%
24 DIGITALBRIDGE GROUP INC 10,000.0 $158K 0.04% NEW $15.79
25 PFEB INNOVATOR ETFS TRUST 190.0 $8K 0.00% NEW $43.06 +2.2%
Page 2 of 2  ·  25 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 40.4%
Technology 23.1%
Industrials 8.6%
Healthcare 7.8%
Communication Services 7.3%
Consumer Cyclical 5.0%
Utilities 3.8%
Basic Materials 1.6%
Energy 1.5%
Consumer Defensive 0.8%