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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CCK CROWN HOLDINGS INC Consumer Cyclical 1,820.0 $204K 0.11% NEW $111.82 +5.9%
82 SNDK SANDISK CORP Technology 89.0 $202K 0.11% NEW $2273.73 -34.7%
83 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 2,646.0 $201K 0.11% NEW $75.96 +9.7%
84 ALV AUTOLIV INC Consumer Cyclical 1,730.0 $201K 0.11% NEW $116.17 +5.1%
85 ISHARES JPM USD EM BND USD A 21,896.0 $145K 0.08% NEW $6.64
86 ISHARES USD HY CORP USD ACC 18,224.0 $137K 0.07% NEW $7.50
87 DXC DXC TECHNOLOGY CO Technology 13,942.0 $123K 0.07% NEW $8.85 +26.7%
88 ADT ADT INC Industrials 15,822.0 $103K 0.06% $6.50 +16.0%
89 ISHARES JPM USD EM CRP USD A 14,162.0 $97K 0.05% NEW $6.82
90 ISHARES CORE GLB AGG USD-H A 14,381.0 $84K 0.04% NEW $5.86
91 GTN GRAY MEDIA INC Communication Services 11,366.0 $45K 0.02% $3.97 +21.7%
Page 5 of 5  ·  91 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%