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Portfolio (Quarterly) Guide ↗

Catawba River Capital

· CIK 0001843303
13F Portfolio $223M AUM 24 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 24 New
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFIX SIMPLIFY INTEREST RATE HEDGE ETF 24,974.0 $1.1M 0.48% NEW $43.36 +18.7%
22 IAU ISHARES GOLD TRUST Financial Services 5,898.0 $445K 0.20% NEW $75.51 +10.4%
23 DFAW DIMENSIONAL WORLD EQUITY ETF 4,535.0 $376K 0.17% NEW $82.81 +3.4%
24 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 6,366.0 $282K 0.13% NEW $44.36 +3.1%
Page 2 of 2  ·  24 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
Industrials 62.9%
Financial Services 14.6%
Consumer Cyclical 7.8%
Technology 5.3%
Healthcare 4.9%
Real Estate 4.5%