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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $135M AUM 221 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 35 New 83 Added 95 Reduced 29 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESML ISHARES TR 82.0 $5K 0.00% +1.0 +1.2% $55.60 +0.1%
82 PCG PG&E CORP Utilities 173.0 $3K 0.00% +113.0 +188.3% $16.82 +6.7%
83 LOW LOWES COS INC Consumer Cyclical 7.0 $2K 0.00% +4.0 +133.3% $220.43 -6.2%
Page 5 of 5  ·  83 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 44.3%
Healthcare 17.5%
Financial Services 12.1%
Communication Services 10.3%
Consumer Cyclical 8.9%
Industrials 2.8%
Consumer Defensive 1.7%
Energy 1.6%
Utilities 0.9%
Real Estate 0.0%