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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISHARES TR 16,849.0 $452K 0.15% -129.0 -0.8% $26.82
82 JNJ JOHNSON & JOHNSON Healthcare 1,841.0 $450K 0.15% +94.0 +5.4% $244.44 +4.2%
83 HD HOME DEPOT INC Consumer Cyclical 1,367.0 $450K 0.15% -35.0 -2.5% $328.89 +6.1%
84 AHR AMERICAN HEALTHCARE REIT INC Real Estate 9,482.0 $447K 0.15% $47.16 +8.1%
85 VNOM VIPER ENERGY INC Energy 9,511.0 $447K 0.15% NEW $46.99 -9.4%
86 ADSK AUTODESK INC Technology 1,749.0 $419K 0.14% NEW $239.40 -18.0%
87 TW TRADEWEB MKTS INC Financial Services 3,555.0 $418K 0.14% +100.0 +2.9% $117.67 -20.5%
88 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 13,241.0 $402K 0.13% +2K +15.2% $30.36 +0.9%
89 CSCO CISCO SYS INC Technology 5,118.0 $397K 0.13% +101.0 +2.0% $77.59 +46.6%
90 RBC RBC BEARINGS INC Industrials 730.0 $396K 0.13% NEW $543.12 +16.1%
91 C CITIGROUP INC Financial Services 3,475.0 $394K 0.13% +211.0 +6.5% $113.41 +25.0%
92 ANGLOGOLD ASHANTI PLC 3,997.0 $389K 0.13% NEW $97.36
93 EEM ISHARES TR 6,712.0 $381K 0.12% -43K -86.6% $56.79 +18.3%
94 RTX RTX CORPORATION Industrials 1,946.0 $375K 0.12% +50.0 +2.6% $192.90 -2.5%
95 LAUR LAUREATE ED INC Consumer Defensive 10,727.0 $374K 0.12% NEW $34.84 +6.5%
96 LPLA LPL FINL HLDGS INC Financial Services 1,240.0 $373K 0.12% +49.0 +4.1% $300.85 -10.7%
97 IJS ISHARES TR 3,126.0 $370K 0.12% NEW $118.45 +15.6%
98 ABBV ABBVIE INC Healthcare 1,698.0 $369K 0.12% $217.49 +15.6%
99 JPM JPMORGAN CHASE & CO Financial Services 1,251.0 $368K 0.12% +247.0 +24.6% $294.16 +11.9%
100 ENVA ENOVA INTL INC Financial Services 2,677.0 $364K 0.12% NEW $135.83 +70.1%
Page 5 of 7  ·  134 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%