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Portfolio (Quarterly) Guide ↗

Rye Brook Capital LLC

· CIK 0001844147
13F Portfolio $143M AUM 40 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 10 Added 4 Reduced 10 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SS SPDR S&P 500 ETF TRUST-US Financial Services 325.0 $243K 0.17% NEW $747.69 -0.9%
22 META META PLATFORMS INC-CLASS A Communication Services 425.0 $239K 0.17% NEW $562.35 +5.5%
23 SOLZ SOLANA ETF 18,400.0 $136K 0.10% NEW $7.39 +0.2%
Page 2 of 2  ·  23 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
Financial Services 51.2%
Energy 12.3%
Real Estate 12.2%
Industrials 6.3%
Consumer Cyclical 5.8%
Communication Services 4.7%
Technology 3.9%
Basic Materials 3.3%
Healthcare 0.5%