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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $372M AUM 134 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 75 Added 33 Reduced 17 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGNC AGNC INVT CORP Real Estate 34,522.0 $376K 0.10% +17K +98.5% $10.90 +0.4%
62 BAC BANK OF AMER CORP Financial Services 6,552.0 $373K 0.10% +144.0 +2.2% $56.98 +7.4%
63 DVYE ISHARES INC 11,189.0 $361K 0.10% +5K +76.7% $32.23 +9.4%
64 PCTY PAYLOCITY HLDG CORP Technology 3,422.0 $358K 0.10% +616.0 +21.9% $104.53 +51.3%
65 LIN LINDE PLC Basic Materials 685.0 $355K 0.10% +22.0 +3.3% $518.94 -6.5%
66 UNH UNITEDHEALTH GROUP INC Healthcare 846.0 $352K 0.10% +31.0 +3.8% $415.63 -5.0%
67 FUTU FUTU HLDGS LTD Financial Services 3,719.0 $349K 0.09% +271.0 +7.9% $93.74 +32.9%
68 PG PROCTER & GAMBLE CO Consumer Defensive 2,331.0 $342K 0.09% +127.0 +5.8% $146.64 -2.4%
69 QCOM QUALCOMM INC Technology 1,818.0 $336K 0.09% +33.0 +1.9% $184.79 -10.8%
70 MO ALTRIA GROUP INC Consumer Defensive 4,287.0 $308K 0.08% +264.0 +6.6% $71.95 -5.9%
71 EXLS EXLSERVICE HLDGS INC Technology 11,863.0 $307K 0.08% +2K +18.2% $25.86 +47.6%
72 TTD THE TRADE DESK INC Technology 16,813.0 $304K 0.08% +4K +32.1% $18.08 -25.8%
73 PDI PIMCO DYNAMIC INCOME FD Financial Services 17,892.0 $299K 0.08% +8K +78.8% $16.70 -7.3%
74 TSLA TESLA INC Consumer Cyclical 707.0 $297K 0.08% +146.0 +26.0% $420.42 -15.6%
75 ORCL ORACLE CORP Technology 1,595.0 $234K 0.06% +64.0 +4.2% $146.55 +3.7%
Page 4 of 4  ·  75 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 48.2%
Technology 22.2%
Healthcare 5.8%
Industrials 5.5%
Energy 4.9%
Consumer Cyclical 4.1%
Communication Services 4.1%
Consumer Defensive 2.1%
Utilities 1.4%
Basic Materials 1.0%