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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,105.0 $251K 0.22% +63.0 +2.1% $80.95 -3.0%
162 VST VISTRA CORP Utilities 1,668.0 $251K 0.21% -3K -60.7% $150.32 -4.2%
163 NUE NUCOR CORP Basic Materials 1,471.0 $249K 0.21% +79.0 +5.7% $169.09 +33.9%
164 XLV SELECT SECTOR SPDR TR 1,661.0 $244K 0.21% -218.0 -11.6% $146.63 +1.0%
165 AMAT APPLIED MATLS INC Technology 690.0 $236K 0.20% NEW $341.87 +25.0%
166 CPA COPA HOLDINGS SA Industrials 2,072.0 $235K 0.20% -3K -57.2% $113.59 +20.7%
167 CMCSA COMCAST CORP NEW Communication Services 7,846.0 $225K 0.19% NEW $28.71 -12.6%
168 OMC OMNICOM GROUP INC Communication Services 2,950.0 $222K 0.19% +409.0 +16.1% $75.31 -2.0%
169 XLY SELECT SECTOR SPDR TR 2,001.0 $218K 0.19% -444.0 -18.2% $108.95 +8.9%
170 IGIB ISHARES TR 3,889.0 $207K 0.18% NEW $53.22 -0.7%
171 VGIT VANGUARD SCOTTSDALE FDS 3,447.0 $205K 0.18% NEW $59.55 -1.3%
Page 9 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%