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Portfolio (Quarterly) Guide ↗

Matisse Capital

· CIK 0001668256
13F Portfolio $234M AUM 190 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 28 Added 28 Reduced 16 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPRY ARS PHARMACEUTICALS INC Healthcare 67,229.0 $540K 0.23% +12K +21.0% $8.03 +12.3%
22 IONQ IONQ INC Technology 12,495.0 $360K 0.15% +1K +9.6% $28.83 +138.5%
23 PFE PFIZER INC Healthcare 12,201.0 $343K 0.15% +539.0 +4.6% $28.08 -7.0%
24 WVE WAVE LIFE SCIENCES LTD Healthcare 46,723.0 $339K 0.14% +5K +10.7% $7.25 -10.7%
25 VGT VANGUARD WORLD FD 461.0 $321K 0.14% +37.0 +8.7% $697.18 -82.9%
26 JPIE J P MORGAN EXCHANGE TRADED F 6,778.0 $312K 0.13% +78.0 +1.2% $46.07 +0.1%
27 FULC FULCRUM THERAPEUTICS INC Healthcare 39,649.0 $304K 0.13% +26K +194.6% $7.67 -12.1%
28 ORCL ORACLE CORP Technology 1,372.0 $202K 0.09% +192.0 +16.3% $147.11 +38.0%
Page 2 of 2  ·  28 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 62.7%
Technology 15.6%
Industrials 5.4%
Communication Services 4.3%
Consumer Cyclical 4.0%
Consumer Defensive 2.4%
Healthcare 2.0%
Utilities 1.7%
Energy 1.4%
Basic Materials 0.6%