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Portfolio (Quarterly) Guide ↗

Severin Investments, LLC

· CIK 0001763454
13F Portfolio $116M AUM 171 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 78 Added 49 Reduced 33 Exited
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 2,098.0 $595K 0.51% -696.0 -24.9% $283.76 +6.3%
62 TKO TKO GROUP HOLDINGS INC Communication Services 2,932.0 $591K 0.51% +40.0 +1.4% $201.66 -3.7%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 11,763.0 $591K 0.51% +138.0 +1.2% $50.20 -4.7%
64 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,215.0 $574K 0.49% +1K +23.2% $92.31 +0.0%
65 GILD GILEAD SCIENCES INC Healthcare 4,083.0 $569K 0.49% -376.0 -8.4% $139.36 -6.4%
66 IMAX IMAX CORP Communication Services 14,939.0 $568K 0.49% NEW $38.01 -10.9%
67 EQT EQT CORP Energy 8,885.0 $565K 0.48% +2K +31.3% $63.64 -9.3%
68 ABBV ABBVIE INC Healthcare 2,575.0 $560K 0.48% +94.0 +3.8% $217.48 -1.3%
69 CACI CACI INTL INC Technology 1,029.0 $560K 0.48% +16.0 +1.6% $543.80 -9.9%
70 ANET ARISTA NETWORKS INC Technology 4,523.0 $555K 0.48% +297.0 +7.0% $122.78 +21.0%
71 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,606.0 $554K 0.48% -448.0 -21.8% $345.22 -11.3%
72 SPXC SPX TECHNOLOGIES INC Industrials 2,769.0 $554K 0.47% -15.0 -0.5% $199.97 +2.8%
73 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 15,019.0 $552K 0.47% NEW $36.75 +10.6%
74 SCHW SCHWAB CHARLES CORP Financial Services 5,833.0 $548K 0.47% -256.0 -4.2% $93.98 -4.1%
75 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,156.0 $547K 0.47% -73.0 -0.9% $67.07 +25.0%
76 NOC NORTHROP GRUMMAN CORP Industrials 787.0 $537K 0.46% -226.0 -22.3% $681.89 -19.1%
77 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,762.0 $536K 0.46% NEW $304.04 +6.2%
78 ENTERGY CORP NEW 4,765.0 $535K 0.46% +456.0 +10.6% $112.37
79 HESM HESS MIDSTREAM LP Energy 13,764.0 $535K 0.46% +6K +69.7% $38.87 +2.4%
80 WFC WELLS FARGO & CO Financial Services 6,692.0 $533K 0.46% -8K -55.7% $79.61 -4.8%
Page 4 of 9  ·  171 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 24.1%
Financial Services 17.2%
Industrials 12.1%
Healthcare 9.9%
Communication Services 8.3%
Consumer Cyclical 8.0%
Consumer Defensive 6.4%
Energy 5.9%
Basic Materials 3.2%
Utilities 3.0%