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Portfolio (Quarterly) Guide ↗

OBSIDIAN CIO, LLC

· CIK 0001843581
13F Portfolio $68M AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 8 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLY SELECT SECTOR SPDR TR 54.0 $6K 0.01% NEW $119.41 -3.7%
142 WCMI FIRST TR EXCHANGE-TRADED FD 375.0 $6K 0.01% NEW $16.99 +8.3%
143 GOOG ALPHABET INC Communication Services 18.0 $6K 0.01% NEW $314.28 +25.1%
144 MRK MERCK & CO INC Healthcare 52.0 $5K 0.01% NEW $105.19 +7.0%
145 PFE PFIZER INC Healthcare 214.0 $5K 0.01% NEW $24.92 +1.7%
146 ESML ISHARES TR 115.0 $5K 0.01% NEW $46.02 +9.7%
147 SBUX STARBUCKS CORP Consumer Cyclical 62.0 $5K 0.01% NEW $83.69 +27.4%
148 NULG NUSHARES ETF TR 53.0 $5K 0.01% NEW $97.81 +10.7%
149 NULV NUSHARES ETF TR 114.0 $5K 0.01% NEW $45.08 +10.4%
150 CRM SALESFORCE INC Technology 18.0 $5K 0.01% NEW $264.89 -32.2%
151 WDC WESTERN DIGITAL CORP Technology 27.0 $5K 0.01% NEW $172.26 +166.3%
152 QCOM QUALCOMM INC Technology 27.0 $5K 0.01% NEW $171.04 +19.1%
153 ETHA ISHARES ETHEREUM TR Financial Services 193.0 $4K 0.01% NEW $22.43 -29.0%
154 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 268.0 $4K 0.01% NEW $13.24 -37.5%
155 IWF ISHARES TR 7.0 $3K 0.01% NEW $475.57 -74.1%
156 ARCC ARES CAPITAL CORP Financial Services 161.0 $3K 0.01% NEW $20.23 -8.2%
157 PANW PALO ALTO NETWORKS INC Technology 16.0 $3K 0.00% NEW $184.19 +34.4%
158 ARKK ARK ETF TR 34.0 $3K 0.00% NEW $76.91 -4.0%
159 RSP INVESCO EXCHANGE TRADED FD T 9.0 $2K 0.00% NEW $191.56 +5.3%
160 EFAV ISHARES TR 33.0 $1K 0.00% NEW $44.97 +103.8%
Page 8 of 9  ·  165 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 33.8%
Financial Services 21.6%
Communication Services 19.1%
Consumer Cyclical 8.6%
Industrials 5.2%
Healthcare 5.0%
Energy 2.4%
Consumer Defensive 2.4%
Utilities 1.8%
Real Estate 0.1%