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Portfolio (Quarterly) Guide ↗

INNEALTA CAPITAL, LLC

· CIK 0001752579
13F Portfolio $161M AUM 75 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 17 Added 29 Reduced 24 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BBCA JPMORGAN BETABUILDERS CANADA 6,249.0 $588K 0.36% -3K -29.8% $94.06 +6.9%
22 EWI ISHARES MSCI ITALY ETF 10,644.0 $569K 0.35% -35K -76.8% $53.42 +9.7%
23 EWT ISHARES MSCI TAIWAN ETF 5,771.0 $409K 0.25% -14K -70.7% $70.92 +36.5%
24 EDEN ISHARES MSCI DENMARK ETF 3,534.0 $370K 0.23% -216.0 -5.8% $104.69 +7.5%
25 FXI ISHARES CHINA LARGE-CAP ETF 7,610.0 $273K 0.17% -46K -85.8% $35.90 -1.1%
26 EWS ISHARES MSCI SINGAPORE ETF 8,369.0 $236K 0.15% -45K -84.2% $28.22 +4.4%
27 OVV OVINTIV INC Energy 3,890.0 $231K 0.14% -3K -45.1% $59.36 -1.0%
28 APA APA CORP Energy 5,092.0 $216K 0.13% -4K -45.1% $42.44 -8.6%
29 ADT ADT INC Industrials 15,822.0 $104K 0.07% -16K -50.8% $6.57 +6.1%
Page 2 of 2  ·  29 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 45.3%
Energy 20.3%
Consumer Cyclical 11.8%
Consumer Defensive 9.2%
Industrials 8.1%
Technology 4.0%
Communication Services 1.3%