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Portfolio (Quarterly) Guide ↗

ORSER CAPITAL MANAGEMENT, LLC

· CIK 0001785717
13F Portfolio $202M AUM 65 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 13 Added 15 Reduced 4 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSP INVESCO EXCHANGE TRADED FD T 1,350.0 $287K 0.14% NEW $212.77 +2.3%
22 JBHT HUNT J B TRANS SVCS INC Industrials 930.0 $269K 0.13% NEW $289.43 -11.4%
23 SHW SHERWIN WILLIAMS CO Basic Materials 630.0 $217K 0.11% NEW $344.32 -4.2%
Page 2 of 2  ·  23 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 35.0%
Industrials 25.0%
Communication Services 11.1%
Consumer Cyclical 9.7%
Healthcare 4.6%
Financial Services 4.5%
Consumer Defensive 4.2%
Energy 3.3%
Basic Materials 2.6%