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Portfolio (Quarterly) Guide ↗

Pavion Blue Capital, LLC

· CIK 0001792565
13F Portfolio $241M AUM 107 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 5 Added 23 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 LIBERTY GLOBAL LTD 31,464.0 $347K 0.14% -7K -17.9% $11.04
22 TMO THERMO FISHER SCIENTIFIC INC Healthcare 533.0 $309K 0.13% -18.0 -3.3% $579.45 -22.6%
23 PGR PROGRESSIVE CORP Financial Services 1,000.0 $228K 0.10% -145.0 -12.7% $227.72 -12.4%
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
Financial Services 23.0%
Consumer Defensive 18.8%
Technology 17.4%
Communication Services 11.6%
Industrials 8.4%
Consumer Cyclical 8.3%
Healthcare 6.5%
Energy 2.6%
Utilities 1.7%
Basic Materials 1.3%