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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 30,271.0 $22.3M 15.63% -12K -28.9% $736.41 -8.3%
2 SMH VANECK SEMICONDUCTOR ETF 21,110.0 $13.8M 9.71% -12K -37.0% $655.90 -19.3%
3 GLD SPDR GOLD SHARES Financial Services 12,346.0 $4.5M 3.19% -154.0 -1.2% $368.38 +0.3%
4 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 28,650.0 $158K 0.11% -500.0 -1.7% $5.51 +1.4%

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%