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Portfolio (Quarterly) Guide ↗

Well Done, LLC

· CIK 0001667132
13F Portfolio $743M AUM 202 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 43 Added 64 Reduced 17 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 713.0 $241K 0.03% -4.0 -0.6% $338.25 -2.1%
62 BIBL NORTHERN LTS FD TR IV 4,037.0 $234K 0.03% -450.0 -10.0% $57.88 -4.1%
63 BLES NORTHERN LTS FD TR IV 4,796.0 $229K 0.03% -201.0 -4.0% $47.69 +4.7%
64 PFE PFIZER INC Healthcare 9,470.0 $228K 0.03% -411.0 -4.2% $24.08 +15.4%
Page 4 of 4  ·  64 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 34.1%
Healthcare 19.7%
Technology 14.7%
Consumer Cyclical 14.0%
Consumer Defensive 6.5%
Industrials 5.2%
Communication Services 2.6%
Energy 1.7%
Basic Materials 1.1%
Utilities 0.5%