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Portfolio (Quarterly) Guide ↗

INNEALTA CAPITAL, LLC

· CIK 0001752579
13F Portfolio $187M AUM 91 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 14 Added 8 Reduced 11 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 2,646.0 $201K 0.11% NEW $75.96 +8.5%
22 ALV AUTOLIV INC Consumer Cyclical 1,730.0 $201K 0.11% NEW $116.17 +4.9%
23 ISHARES JPM USD EM BND USD A 21,896.0 $145K 0.08% NEW $6.64
24 ISHARES USD HY CORP USD ACC 18,224.0 $137K 0.07% NEW $7.50
25 DXC DXC TECHNOLOGY CO Technology 13,942.0 $123K 0.07% NEW $8.85 +27.3%
26 ISHARES JPM USD EM CRP USD A 14,162.0 $97K 0.05% NEW $6.82
27 ISHARES CORE GLB AGG USD-H A 14,381.0 $84K 0.04% NEW $5.86
Page 2 of 2  ·  27 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
Financial Services 42.6%
Consumer Cyclical 19.3%
Industrials 13.4%
Energy 5.7%
Consumer Defensive 5.6%
Technology 5.1%
Healthcare 4.4%
Basic Materials 3.4%
Communication Services 0.7%