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Portfolio (Quarterly) Guide ↗

Cabana LLC

· CIK 0001688539
13F Portfolio $13M AUM 11 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 Added 5 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLV SELECT SECTOR SPDR TR 15,697.0 $2.3M 18.06% $146.64 +9.3%
2 QQQM INVESCO EXCH TRADED FD TR II 8,322.0 $2.0M 15.52% +291.0 +3.6% $237.68 +22.4%
3 XLE SELECT SECTOR SPDR TR 26,233.0 $1.6M 12.61% -5K -15.1% $61.26 -12.1%
4 XLU SELECT SECTOR SPDR TR 33,028.0 $1.5M 11.89% -6K -15.4% $45.89 +0.7%
5 IEF ISHARES TR 15,253.0 $1.5M 11.43% +1K +9.1% $95.45 -0.4%
6 XLK SELECT SECTOR SPDR TR 9,992.0 $1.3M 10.42% +1K +15.8% $132.92 +36.1%
7 DVY ISHARES TR 5,772.0 $874K 6.86% -1K -15.3% $151.49 +4.4%
8 MGC VANGUARD WORLD FD 2,417.0 $572K 4.49% +293.0 +13.8% $236.49 +12.7%
9 VYM VANGUARD WHITEHALL FDS 2,698.0 $400K 3.14% +402.0 +17.5% $148.15 +6.8%
10 HYG ISHARES TR 4,900.0 $390K 3.06% -2K -29.2% $79.57 +0.3%
11 HYMB SPDR SERIES TRUST 12,914.0 $320K 2.51% -3K -18.4% $24.80 +2.4%

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.