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 7 of 7 · 127 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
121	CALX	CALIX INC	Technology	3,350	$206K	0.09%	SOLD
122	CVS	CVS HEALTH CORP	Healthcare	2,711	$204K	0.09%	SOLD
123	MNST	MONSTER BEVERAGE CORP NEW	Consumer Defensive	3,027	$204K	0.09%	SOLD
124	SHEL	SHELL PLC	Energy	2,841	$203K	0.09%	SOLD
125	AES	AES CORP	Utilities	14,104	$186K	0.08%	SOLD
126	PCG	PG&E CORP	Utilities	11,111	$168K	0.07%	SOLD
127	LYG	LLOYDS BANKING GROUP PLC	Financial Services	30,368	$138K	0.06%	SOLD

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Sector Allocation

Technology 44.9%

Financial Services 21.4%

Communication Services 15.7%

Consumer Cyclical 15.7%

Healthcare 2.3%