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Portfolio (Quarterly) Guide ↗

Rise Advisors, LLC

· CIK 0001831316
13F Portfolio $355M AUM 103 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 52 Added 22 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JSI JANUS HENDERSON SECURITIZED INCOME ETF 186,724.0 $9.6M 2.69% NEW $51.21 -0.2%
2 EXXONMOBIL HOLDINGS CORP COM SHS 10,582.0 $1.4M 0.41% NEW $136.72
3 AMAT APPLIED MATLS INC COM Technology 502.0 $363K 0.10% NEW $723.04 -36.1%
4 LRCX LAM RESEARCH CORP COM NEW Technology 779.0 $337K 0.10% NEW $433.22 -30.3%
5 PANW PALO ALTO NETWORKS INC COM Technology 890.0 $304K 0.09% NEW $341.02 +9.0%
6 UNH UNITEDHEALTH GROUP INC COM Healthcare 641.0 $266K 0.07% NEW $415.34 -5.4%
7 KLAC KLA CORP COM NEW Technology 868.0 $262K 0.07% NEW $301.87 -41.8%
8 CRWD CROWDSTRIKE HLDGS INC CL A Technology 304.0 $232K 0.07% NEW $190.79 +14.5%
9 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 566.0 $219K 0.06% NEW $386.86 +2.0%
10 VO VANGUARD MID-CAP ETF 2,693.0 $217K 0.06% NEW $80.57 +2.4%

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 44.0%
Financial Services 17.8%
Consumer Cyclical 11.1%
Industrials 8.8%
Healthcare 7.8%
Consumer Defensive 4.6%
Communication Services 3.4%
Utilities 2.0%
Energy 0.5%