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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 THD ISHARES MSCI THAILAND ETF 3,428.0 $238K 0.15% NEW $69.38 +4.6%
62 EWS ISHARES MSCI SINGAPORE ETF 8,369.0 $236K 0.15% -45K -84.2% $28.22 +4.4%
63 OVV OVINTIV INC Energy 3,890.0 $231K 0.14% -3K -45.1% $59.36 -1.0%
64 AN AUTONATION INC Consumer Cyclical 1,115.0 $218K 0.14% $195.26 -2.7%
65 APA APA CORP Energy 5,092.0 $216K 0.13% -4K -45.1% $42.44 -8.6%
66 VOO VANGUARD S&P 500 ETF 360.0 $215K 0.13% NEW $597.55 +14.7%
67 ORI OLD REPUBLIC INTL CORP Financial Services 5,324.0 $212K 0.13% NEW $39.90 -1.4%
68 RRX REGAL REXNORD CORP Industrials 1,132.0 $212K 0.13% NEW $187.26 +7.2%
69 PARR PAR PACIFIC HOLDINGS INC Energy 3,287.0 $206K 0.13% NEW $62.64 -6.1%
70 QIAGEN N.V. 5,126.0 $205K 0.13% NEW $40.04
71 GNW GENWORTH FINANCIAL INC Financial Services 23,302.0 $189K 0.12% $8.12 +11.7%
72 LYFT LYFT INC-A Technology 11,830.0 $157K 0.10% $13.30 +4.5%
73 CRGY CRESCENT ENERGY INC-A Energy 10,296.0 $139K 0.09% $13.50 -2.2%
74 ADT ADT INC Industrials 15,822.0 $104K 0.07% -16K -50.8% $6.57 +6.1%
75 GTN GRAY MEDIA INC Communication Services 11,366.0 $49K 0.03% $4.34 -6.2%
Page 4 of 4  ·  75 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%