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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $306M AUM 134 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 72 Added 28 Reduced 27 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LIN LINDE PLC Basic Materials 663.0 $329K 0.11% NEW $495.76 +4.8%
22 COP CONOCOPHILLIPS Energy 1,703.0 $225K 0.07% NEW $132.00 -19.7%
23 DVYE ISHARES INC 6,331.0 $218K 0.07% NEW $34.38 -6.1%
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 39.6%
Technology 22.3%
Energy 8.7%
Healthcare 6.8%
Industrials 5.8%
Communication Services 5.4%
Consumer Cyclical 4.6%
Consumer Defensive 2.7%
Utilities 2.0%
Basic Materials 1.5%