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Portfolio (Quarterly) Guide ↗

Requisite Capital Management, LLC

· CIK 0001730573
13F Portfolio $527M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 5,870.0 $512K 0.10% NEW $87.19 +7.9%
62 CAT CATERPILLAR INC Industrials 886.0 $507K 0.10% NEW $572.75 +58.7%
63 ROOT INC 6,844.0 $494K 0.09% NEW $72.23
64 INFL LISTED FDS TR 11,100.0 $494K 0.09% NEW $44.46 +19.1%
65 ACWX ISHARES TR 7,322.0 $492K 0.09% NEW $67.13 +14.1%
66 PEP PEPSICO INC Consumer Defensive 3,391.0 $492K 0.09% NEW $144.95 +0.5%
67 GS GOLDMAN SACHS GROUP INC Financial Services 555.0 $488K 0.09% NEW $879.39 +13.1%
68 MAA MID-AMER APT CMNTYS INC Real Estate 3,475.0 $483K 0.09% NEW $138.93 -6.0%
69 BSX BOSTON SCIENTIFIC CORP Healthcare 4,800.0 $458K 0.09% NEW $95.35 -39.5%
70 EL PASO ENERGY CAP TR I 9,000.0 $442K 0.08% NEW $49.15
71 HD HOME DEPOT INC Consumer Cyclical 1,267.0 $436K 0.08% NEW $343.99 -9.7%
72 FCX FREEPORT-MCMORAN INC Basic Materials 8,396.0 $426K 0.08% NEW $50.79 +26.7%
73 SYK STRYKER CORPORATION Healthcare 1,165.0 $410K 0.08% NEW $352.35 -11.2%
74 UBER UBER TECHNOLOGIES INC Technology 4,910.0 $401K 0.08% NEW $81.71 -14.2%
75 VRT VERTIV HOLDINGS CO Industrials 2,403.0 $389K 0.07% NEW $162.00 +100.0%
76 COIN COINBASE GLOBAL INC Financial Services 1,719.0 $389K 0.07% NEW $226.14 -20.4%
77 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,275.0 $388K 0.07% NEW $304.69 +35.4%
78 PANW PALO ALTO NETWORKS INC Technology 2,080.0 $383K 0.07% NEW $184.20 +39.4%
79 LC LENDINGCLUB CORP Financial Services 20,000.0 $379K 0.07% NEW $18.94 -14.7%
80 OILK PROSHARES TR 10,100.0 $377K 0.07% NEW $37.28 +52.6%
Page 4 of 7  ·  123 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 36.8%
Financial Services 29.0%
Technology 13.8%
Communication Services 5.5%
Consumer Cyclical 5.0%
Healthcare 4.1%
Industrials 2.3%
Consumer Defensive 1.6%
Real Estate 1.0%
Utilities 0.6%