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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 5 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 OKE ONEOK INC NEW Energy 3,715 $271K 0.12% SOLD
82 MCD MCDONALDS CORP Consumer Cyclical 891 $271K 0.12% SOLD
83 RMBS RAMBUS INC DEL Technology 2,500 $260K 0.11% SOLD
84 IDXX IDEXX LABS INC Healthcare 399 $255K 0.11% SOLD
85 AON AON PLC Financial Services 707 $252K 0.11% SOLD
86 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,423 $252K 0.11% SOLD
87 TXN TEXAS INSTRS INC Technology 1,365 $251K 0.11% SOLD
88 IDCC INTERDIGITAL INC Technology 726 $251K 0.11% SOLD
89 MS MORGAN STANLEY Financial Services 1,568 $249K 0.11% SOLD
90 SNPS SYNOPSYS INC Technology 504 $249K 0.11% SOLD
91 WSO WATSCO INC Industrials 609 $246K 0.11% SOLD
92 SNA SNAP ON INC Industrials 703 $244K 0.11% SOLD
93 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,804 $243K 0.11% SOLD
94 GILD GILEAD SCIENCES INC Healthcare 2,160 $240K 0.10% SOLD
95 DTD WISDOMTREE TR 2,851 $240K 0.10% SOLD
96 MRK MERCK & CO INC Healthcare 2,842 $239K 0.10% SOLD
97 ARGX ARGENX SE Healthcare 322 $237K 0.10% SOLD
98 NATWEST GROUP PLC 16,648 $236K 0.10% SOLD
99 HEICO CORP NEW 917 $233K 0.10% SOLD
100 CVLT COMMVAULT SYS INC Technology 1,234 $233K 0.10% SOLD
Page 5 of 7  ·  127 positions
Sector Allocation
Technology 44.9%
Financial Services 21.4%
Communication Services 15.7%
Consumer Cyclical 15.7%
Healthcare 2.3%