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Portfolio (Quarterly) Guide ↗

Severin Investments, LLC

· CIK 0001763454
13F Portfolio $133M AUM 174 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 93 Added 46 Reduced 30 Exited
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGLB ISHARES TR 6,191.0 $310K 0.23% -256.0 -4.0% $50.04 -3.7%
42 HESM HESS MIDSTREAM LP Energy 7,995.0 $301K 0.23% -6K -41.9% $37.60 +5.2%
43 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,319.0 $299K 0.23% -117.0 -8.2% $226.78 -40.4%
44 XLC SELECT SECTOR SPDR TR 2,759.0 $296K 0.22% -253.0 -8.4% $107.12 +5.5%
45 NUE NUCOR CORP Basic Materials 1,304.0 $290K 0.22% -167.0 -11.3% $222.67 +12.5%
46 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,814.0 $228K 0.17% -291.0 -9.4% $81.17 -9.8%
Page 3 of 3  ·  46 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
Technology 31.7%
Financial Services 17.0%
Industrials 10.7%
Healthcare 9.3%
Consumer Cyclical 8.0%
Communication Services 7.1%
Consumer Defensive 5.6%
Basic Materials 3.1%
Utilities 2.9%
Energy 2.5%