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Portfolio (Quarterly) Guide ↗

Newport Capital Group, LLC

· CIK 0001869032
13F Portfolio $178M AUM 58 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 23 Added 22 Reduced 17 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISHARES TR 2,924.0 $434K 0.24% +147.0 +5.3% $148.31 -1.8%
22 PFS PROVIDENT FINL SVCS INC Financial Services 14,489.0 $343K 0.19% +120.0 +0.8% $23.64 -0.5%
23 VCIT VANGUARD SCOTTSDALE FDS 3,958.0 $327K 0.18% +990.0 +33.4% $82.66 -1.8%
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 78.5%
Technology 11.6%
Communication Services 6.2%
Healthcare 2.3%
Consumer Cyclical 1.4%