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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $605M AUM 127 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 17 Added 37 Reduced 13 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPQ J P MORGAN EXCHANGE TRADED F 3,424.0 $210K 0.04% NEW $61.46 -2.6%
22 ARKK ARK ETF TR 2,512.0 $203K 0.03% NEW $80.82 +6.7%
23 NFLX NETFLIX INC. Communication Services 2,841.0 $203K 0.03% NEW $71.40 +11.5%
24 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 3,169.0 $203K 0.03% NEW $64.01 +16.9%
25 LUMN LUMEN TECHNOLOGIES INC Communication Services 15,200.0 $117K 0.02% NEW $7.68 -22.7%
26 BRERA HOLDINGS PLC 10,500.0 $53K 0.01% NEW $5.06
Page 2 of 2  ·  26 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
Energy 35.5%
Financial Services 33.2%
Technology 14.1%
Healthcare 3.8%
Communication Services 3.6%
Industrials 3.5%
Consumer Cyclical 2.5%
Consumer Defensive 1.7%
Real Estate 1.1%
Utilities 0.9%