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Portfolio (Quarterly) Guide ↗

Proem Advisors LLC

· CIK 0001842526
13F Portfolio $1.9B AUM 56 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 13 Added 7 Reduced 11 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TXN TEXAS INSTRS INC Technology 27,500.0 $8.2M 0.44% NEW $298.07 -12.9%
22 ADI ANALOG DEVICES INC Technology 20,000.0 $7.9M 0.42% NEW $397.17 -5.8%
23 DELL DELL TECHNOLOGIES INC Technology 16,000.0 $6.9M 0.37% NEW $431.46 +3.9%
24 NOK CALL NOKIA CORP Technology 500,000.0 $6.6M 0.35% NEW $13.28 -22.6%
25 SMCI CALL SUPER MICRO COMPUTER INC Technology 208,000.0 $6.1M 0.33% NEW $29.33 +29.6%
26 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 20,000.0 $5.4M 0.29% NEW $271.95 -17.3%
27 GLW CORNING INC Technology 20,000.0 $5.1M 0.27% NEW $255.43 -42.6%
28 SMCI SUPER MICRO COMPUTER INC Technology 160,000.0 $4.7M 0.25% NEW $29.33 +29.6%
29 COHR COHERENT CORP Technology 7,500.0 $3.0M 0.16% NEW $394.47 -28.5%
30 ARM ARM HOLDINGS PLC Technology 7,500.0 $2.7M 0.14% NEW $354.57 -31.7%
31 DRAM ROUNDHILL ETF TRUST 25,000.0 $1.8M 0.10% NEW $73.85 -24.4%
Page 2 of 2  ·  31 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 85.7%
Consumer Cyclical 5.7%
Communication Services 4.4%
Financial Services 3.4%
Healthcare 0.9%