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Portfolio (Quarterly) Guide ↗

FOURPATH CAPITAL MANAGEMENT, LLC

· CIK 0001894484
13F Portfolio $760M AUM 229 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 229 New
Page 12 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPTM SPDR SERIES TRUST 2,341.0 $213K 0.03% NEW $90.79 +1.9%
222 BLK BLACKROCK INC Financial Services 220.0 $212K 0.03% NEW $961.56 +18.5%
223 HOOD ROBINHOOD MKTS INC Financial Services 2,041.0 $205K 0.03% NEW $100.28 -5.2%
224 VST VISTRA CORP Utilities 1,289.0 $204K 0.03% NEW $158.63 -12.4%
225 SBUX STARBUCKS CORP Consumer Cyclical 1,974.0 $202K 0.03% NEW $102.19 +1.8%
226 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 665.0 $200K 0.03% NEW $301.03 -23.8%
227 PTEN PATTERSON-UTI ENERGY INC Energy 19,970.0 $183K 0.02% NEW $9.18 +32.7%
228 LUMN LUMEN TECHNOLOGIES INC Communication Services 12,005.0 $92K 0.01% NEW $7.68 -21.7%
229 HIO WESTERN ASSET HIGH INCOME OP Financial Services 15,466.0 $56K 0.01% NEW $3.64 -3.0%
Page 12 of 12  ·  229 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
Technology 16.4%
Consumer Defensive 16.4%
Energy 14.7%
Industrials 13.5%
Financial Services 13.1%
Healthcare 11.4%
Communication Services 4.4%
Consumer Cyclical 3.9%
Basic Materials 3.1%
Utilities 2.2%