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Portfolio (Quarterly) Guide ↗

Blue Barn Wealth, LLC

· CIK 0001879206
13F Portfolio $69M AUM 46 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 1 Added 43 Reduced 127 Exited
Page 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MSCI MSCI INC Financial Services 587 $333K 0.15% SOLD
62 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 20,728 $330K 0.14% SOLD
63 STRL STERLING INFRASTRUCTURE INC Industrials 971 $330K 0.14% SOLD
64 MDT MEDTRONIC PLC Healthcare 3,422 $326K 0.14% SOLD
65 SBUX STARBUCKS CORP Consumer Cyclical 3,784 $320K 0.14% SOLD
66 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,074 $315K 0.14% SOLD
67 XOM EXXON MOBIL CORP Energy 2,782 $314K 0.14% SOLD
68 NUSC NUSHARES ETF TR 7,059 $311K 0.14% SOLD
69 IBM INTERNATIONAL BUSINESS MACHS Technology 1,103 $311K 0.14% SOLD
70 ARES ARES MANAGEMENT CORPORATION Financial Services 1,864 $298K 0.13% SOLD
71 PH PARKER-HANNIFIN CORP Industrials 389 $295K 0.13% SOLD
72 NVS NOVARTIS AG Healthcare 2,277 $292K 0.13% SOLD
73 IJH ISHARES TR 4,438 $290K 0.13% SOLD
74 LOW LOWES COS INC Consumer Cyclical 1,130 $284K 0.12% SOLD
75 APD AIR PRODS & CHEMS INC Basic Materials 1,041 $284K 0.12% SOLD
76 AIG AMERICAN INTL GROUP INC Financial Services 3,604 $283K 0.12% SOLD
77 TTE TOTALENERGIES SE Energy 4,688 $280K 0.12% SOLD
78 RSG REPUBLIC SVCS INC Industrials 1,217 $279K 0.12% SOLD
79 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,993 $277K 0.12% SOLD
80 DIS DISNEY WALT CO Communication Services 2,411 $276K 0.12% SOLD
Page 4 of 7  ·  127 positions
Sector Allocation
Technology 44.9%
Financial Services 21.4%
Communication Services 15.7%
Consumer Cyclical 15.7%
Healthcare 2.3%