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Portfolio (Quarterly) Guide ↗

Shade Tree Advisors LLC

· CIK 0001804785
13F Portfolio $172M AUM 29 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 29 New
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 5,469.0 $528K 0.31% NEW $96.58 +4.0%
22 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,094.0 $522K 0.30% NEW $477.57 -12.6%
23 IT GARTNER INC Technology 3,740.0 $485K 0.28% NEW $129.62 +53.1%
24 GBDC GOLUB CAP BDC INC Financial Services 33,565.0 $432K 0.25% NEW $12.88 +1.2%
25 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,894.0 $352K 0.20% NEW $51.05 +32.1%
26 VB VANGUARD INDEX FDS 1,115.0 $338K 0.20% NEW $303.12 -0.8%
27 CPNG COUPANG INC Consumer Cyclical 14,466.0 $251K 0.15% NEW $17.37 -4.9%
28 VT VANGUARD INTL EQUITY INDEX F 1,362.0 $214K 0.12% NEW $156.90 +2.6%
29 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 34,400.0 $94K 0.05% NEW $2.72 -0.7%
Page 2 of 2  ·  29 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 52.4%
Financial Services 41.4%
Basic Materials 3.2%
Consumer Defensive 2.1%
Consumer Cyclical 1.0%