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Portfolio (Quarterly) Guide ↗

Orcam Financial Group

· CIK 0001905367
13F Portfolio $205M AUM 105 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 105 New
Page 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CVX CHEVRON CORP NEW Energy 1,224.0 $203K 0.10% NEW $165.76 +27.3%
102 TAIL CAMBRIA ETF TR 18,500.0 $197K 0.10% NEW $10.63 -3.6%
103 BCX BLACKROCK RES & COMMODITIES Financial Services 15,196.0 $172K 0.08% NEW $11.31 +17.2%
104 PGX INVESCO EXCH TRADED FD TR II 15,500.0 $168K 0.08% NEW $10.84 -3.0%
105 VGZ VISTA GOLD CORP Basic Materials 73,929.0 $141K 0.07% NEW $1.91 +9.9%
Page 6 of 6  ·  105 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 32.6%
Financial Services 27.5%
Industrials 9.9%
Consumer Cyclical 8.0%
Communication Services 7.7%
Energy 5.1%
Healthcare 4.9%
Consumer Defensive 3.6%
Basic Materials 0.7%