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Portfolio (Quarterly) Guide ↗

Hedges Asset Management LLC

· CIK 0001906202
13F Portfolio $152M AUM 108 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 13 New 24 Added 52 Reduced 13 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KWEB KRANESHARES TRUST 19,200.0 $470K 0.31% +7K +62.7% $24.47 +7.6%
22 HMC HONDA MOTOR CO LTD Consumer Cyclical 16,800.0 $455K 0.30% +1K +6.3% $27.11 +17.5%
23 INSP INSPIRE MED SYS INC Healthcare 8,700.0 $388K 0.26% +5K +123.1% $44.61 +37.7%
24 LITHIUM AMERS CORP NEW 90,000.0 $346K 0.23% +20K +28.6% $3.85
Page 2 of 2  ·  24 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
Financial Services 20.0%
Industrials 17.1%
Consumer Cyclical 16.4%
Basic Materials 11.4%
Energy 8.7%
Healthcare 8.2%
Technology 6.5%
Communication Services 4.1%
Consumer Defensive 3.9%
Real Estate 3.8%