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Portfolio (Quarterly) Guide ↗

Q3 Asset Management

· CIK 0001732543
13F Portfolio $437M AUM 62 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 32 New 16 Added 13 Reduced 25 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CARZ FIRST TR EXCHANGE TRADED FD NASDAQ GLOBAL AUTO INDEX FD 4,436 $322K 0.11% SOLD
22 GD GENERAL DYNAMICS CORPORATION Industrials 932 $318K 0.11% SOLD
23 FAST FASTENAL Industrials 6,413 $314K 0.11% SOLD
24 LOW LOWES COMPANIES INC Consumer Cyclical 1,127 $283K 0.10% SOLD
25 SPHB INVESCO S&P 500 HIGH BETA ETF 2,337 $256K 0.09% SOLD
Page 2 of 2  ·  25 positions
Sector Allocation
Financial Services 59.2%
Technology 11.9%
Industrials 7.8%
Basic Materials 6.5%
Energy 5.8%
Consumer Defensive 5.5%
Communication Services 1.5%
Healthcare 1.4%
Consumer Cyclical 0.4%