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Portfolio (Quarterly) Guide ↗

Amitell Capital Pte Ltd

· CIK 0001807559
13F Portfolio $109M AUM 26 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 6 Added 1 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC 21,219.0 $7.5M 6.86% NEW $353.33
2 AMZN AMAZON COM INC Consumer Cyclical 15,649.0 $3.7M 3.41% NEW $238.34 +9.5%
3 AAPL APPLE INC Technology 12,153.0 $3.5M 3.22% NEW $289.36 +7.1%
4 COPX GLOBAL X FDS 43,135.0 $3.3M 3.04% NEW $76.97 +25.1%
5 XBI SPDR SERIES TRUST 19,773.0 $3.1M 2.86% NEW $158.25 +6.9%
6 IREN IREN LIMITED Financial Services 40,481.0 $1.9M 1.69% NEW $45.73 -7.7%
7 URA GLOBAL X FDS 40,421.0 $1.8M 1.61% NEW $43.70 +10.2%
8 ICHR ICHOR HOLDINGS Technology 15,566.0 $1.7M 1.60% NEW $112.28 -49.1%
9 CRWV COREWEAVE INC Technology 17,313.0 $1.7M 1.58% NEW $99.54 -11.6%
10 AVGO BROADCOM INC Technology 4,277.0 $1.6M 1.48% NEW $377.75 -5.6%
11 SXI STANDEX INTL CORP Industrials 4,478.0 $1.6M 1.47% NEW $357.67 -14.8%
12 EWZ ISHARES INC 21,692.0 $748K 0.68% NEW $34.50 +4.0%
13 ORCL ORACLE CORP Technology 4,969.0 $728K 0.67% NEW $146.55 -1.3%
14 GLD SPDR GOLD TR Financial Services 1,648.0 $607K 0.56% NEW $368.38 +16.2%
15 HXL HEXCEL CORP NEW Industrials 5,037.0 $504K 0.46% NEW $100.06 -6.4%
16 OIH VANECK ETF TRUST 994.0 $370K 0.34% NEW $372.03 +9.0%

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 50.2%
Financial Services 20.1%
Consumer Cyclical 11.6%
Healthcare 11.5%
Industrials 6.6%