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Portfolio (Quarterly) Guide ↗

Aljian Capital Management, LLC

· CIK 0001731260
13F Portfolio $487M AUM 131 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 44 Added 38 Reduced 3 Exited
Page 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPG PPG INDS INC Basic Materials 2,183.0 $233K 0.05% -178.0 -7.5% $106.88 +10.1%
122 CI THE CIGNA GROUP Healthcare 869.0 $232K 0.05% $266.88 +6.1%
123 ALB ALBEMARLE CORP Basic Materials 1,235.0 $222K 0.05% NEW $179.49 -16.4%
124 SPY STATE STR SPDR S&P 500 ETF T Financial Services 337.0 $219K 0.04% NEW $649.42 +13.0%
125 COF CAPITAL ONE FINL CORP Financial Services 1,177.0 $215K 0.04% NEW $182.43 +8.4%
126 FFIV F5 INC Technology 704.0 $204K 0.04% NEW $289.33 +34.6%
127 XOVR ENTREPRENEURSHARES SERIES TR 10,073.0 $170K 0.04% NEW $16.89 +16.1%
128 HBAN HUNTINGTON BANCSHARES INC Financial Services 10,319.0 $161K 0.03% $15.65 +11.2%
129 SMRT SMARTRENT INC Technology 15,853.0 $24K 0.01% $1.50 -24.7%
130 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 10,000.0 $24K 0.01% NEW $2.37 +1.3%
131 FEMY FEMASYS INC Healthcare 25,268.0 $11K 0.00% $0.42 +854.3%
Page 7 of 7  ·  131 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
Technology 35.0%
Communication Services 19.4%
Consumer Defensive 13.6%
Consumer Cyclical 12.9%
Financial Services 6.0%
Industrials 5.8%
Healthcare 4.3%
Utilities 1.3%
Energy 0.8%
Real Estate 0.6%