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Portfolio (Quarterly) Guide ↗

Fractal Investments LLC

· CIK 0001843590
13F Portfolio $716M AUM 80 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 5 Added 4 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 25,100.0 $1.2M 0.17% NEW $48.58 +76.1%
2 SANDISK CORP 4,400.0 $1.0M 0.15% NEW $237.38
3 Q QNITY ELECTRONICS INC Technology 12,000.0 $980K 0.14% NEW $81.65 +107.0%
4 FTV FORTIVE CORP Technology 8,400.0 $464K 0.07% NEW $55.21 +10.5%
5 LIBERTY LIVE HOLDINGS INC 5,143.0 $428K 0.06% NEW $83.16
6 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 4,800.0 $219K 0.03% NEW $45.57 +39.1%
7 BUNGE GLOBAL SA 2,400.0 $214K 0.03% NEW $89.08
8 SLVM SYLVAMO CORP Basic Materials 4,300.0 $207K 0.03% NEW $48.15 -17.6%
9 HAL HALLIBURTON CO Energy 7,200.0 $203K 0.03% NEW $28.26 +23.6%
10 GE GE AEROSPACE Industrials 660.0 $203K 0.03% NEW $308.03 +16.1%

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
Energy 95.5%
Basic Materials 1.7%
Utilities 1.1%
Industrials 0.8%
Technology 0.3%
Consumer Cyclical 0.2%
Healthcare 0.1%
Consumer Defensive 0.1%
Financial Services 0.1%
Real Estate 0.0%