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Portfolio (Quarterly) Guide ↗

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

· CIK 0001818604
13F Portfolio $1.7B AUM 2,359 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2359 New
Page 52 of 118  ·  2,359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 IOT SAMSARA INC Technology 3,677.0 $126K 0.01% NEW $34.18 +16.7%
1022 FCVT FIRST TR EXCHANGE-TRADED FD 2,392.0 $125K 0.01% NEW $52.41 -5.6%
1023 DEM WISDOMTREE TR 2,330.0 $124K 0.01% NEW $53.15 +3.6%
1024 THO THOR INDS INC Consumer Cyclical 1,648.0 $124K 0.01% NEW $75.11 +5.7%
1025 SON SONOCO PRODS CO Consumer Cyclical 2,195.0 $123K 0.01% NEW $56.15 +2.2%
1026 IYE ISHARES TR 2,182.0 $123K 0.01% NEW $56.29 +18.4%
1027 KNCT INVESCO EXCHANGE TRADED FD T 605.0 $122K 0.01% NEW $202.46 -5.1%
1028 PTNQ PACER FDS TR 1,394.0 $122K 0.01% NEW $87.47 -2.4%
1029 BBAI BIGBEAR AI HLDGS INC Technology 33,477.0 $122K 0.01% NEW $3.64 -14.8%
1030 LCF TOUCHSTONE ETF TRUST 2,800.0 $122K 0.01% NEW $43.48 +6.3%
1031 KKR KKR & CO INC 1,315.0 $122K 0.01% NEW $92.54
1032 HGER HARBOR ETF TRUST 4,090.0 $121K 0.01% NEW $29.51 +18.1%
1033 FFEB FIRST TR EXCHNG TRADED FD VI 1,965.0 $120K 0.01% NEW $61.01 +1.9%
1034 IDMO INVESCO EXCH TRADED FD TR II 2,000.0 $120K 0.01% NEW $59.88 +4.6%
1035 EUAD SPINNAKER ETF SERIES 2,795.0 $120K 0.01% NEW $42.84 +6.3%
1036 TSI TCW STRATEGIC INCOME FD INC Financial Services 26,526.0 $119K 0.01% NEW $4.50 -2.8%
1037 HLNE HAMILTON LANE INC Financial Services 1,517.0 $119K 0.01% NEW $78.66 +33.2%
1038 TWLO TWILIO INC Communication Services 569.0 $119K 0.01% NEW $209.28 +6.5%
1039 WCC WESCO INTL INC Industrials 371.0 $119K 0.01% NEW $320.49 +5.3%
1040 GBDC GOLUB CAP BDC INC Financial Services 27,693.0 $119K 0.01% NEW $4.29 +208.4%
Page 52 of 118  ·  2,359 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 35.1%
Financial Services 23.0%
Consumer Cyclical 9.5%
Industrials 7.0%
Healthcare 6.3%
Communication Services 5.6%
Energy 3.9%
Consumer Defensive 3.4%
Utilities 2.8%
Basic Materials 1.8%