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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 5,890.0 $518K 0.29% NEW $87.88 +3.1%
2 BNDW VANGUARD SCOTTSDALE FDS 3,626.0 $249K 0.14% NEW $68.54 -1.7%
3 HYG ISHARES TR 3,091.0 $247K 0.14% NEW $79.98 -0.3%
4 DYNF BLACKROCK ETF TRUST 3,181.0 $216K 0.12% NEW $68.01 +2.3%

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%