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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLC SELECT SECTOR SPDR TR 2,759.0 $296K 0.22% -253.0 -8.4% $107.12 +5.5%
162 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,217.0 $293K 0.22% NEW $91.19 -20.0%
163 DUPONT DE NEMOURS INC 2,161.0 $293K 0.22% NEW $135.65
164 NUE NUCOR CORP Basic Materials 1,304.0 $290K 0.22% -167.0 -11.3% $222.67 +12.5%
165 DUK DUKE ENERGY CORP NEW Utilities 2,260.0 $286K 0.22% +131.0 +6.2% $126.57 -5.0%
166 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 1,576.0 $282K 0.21% NEW $179.00 +21.2%
167 SPY STATE STR SPDR S&P 500 ETF T Financial Services 364.0 $272K 0.20% NEW $746.36 +3.1%
168 XLV SELECT SECTOR SPDR TR 1,686.0 $268K 0.20% +25.0 +1.5% $158.69 +7.9%
169 INSW INTERNATIONAL SEAWAYS INC Energy 3,444.0 $264K 0.20% NEW $76.59 +29.0%
170 CMCSA COMCAST CORP NEW Communication Services 9,827.0 $241K 0.18% +2K +25.2% $24.55 +10.2%
171 XLY SELECT SECTOR SPDR TR 2,034.0 $239K 0.18% +33.0 +1.6% $117.28 -0.1%
172 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,814.0 $228K 0.17% -291.0 -9.4% $81.17 -9.8%
173 VGIT VANGUARD SCOTTSDALE FDS 3,713.0 $219K 0.17% +266.0 +7.7% $58.97 -1.2%
174 SPHY SPDR SERIES TRUST 9,084.0 $213K 0.16% NEW $23.44 -0.5%
Page 9 of 9  ·  174 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%