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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PFE PFIZER INC Healthcare 10,100.0 $243K 0.16% NEW $24.08 +16.1%
102 CRWV COREWEAVE INC Technology 2,400.0 $239K 0.16% NEW $99.54 -15.4%
103 CTVA CORTEVA INC Basic Materials 2,800.0 $237K 0.16% -700.0 -20.0% $84.69 -0.9%
104 FNV FRANCO NEV CORP Basic Materials 1,050.0 $219K 0.14% -150.0 -12.5% $208.44 +27.7%
105 CPB THE CAMPBELLS COMPANY Consumer Defensive 9,250.0 $206K 0.14% -5K -33.9% $22.27 +5.0%
106 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,000.0 $201K 0.13% $11.15 -10.8%
107 FETH FIDELITY ETHEREUM FD Financial Services 11,000.0 $173K 0.11% NEW $15.74 +54.1%
108 STLA STELLANTIS N.V Consumer Cyclical 15,000.0 $86K 0.06% NEW $5.74 -5.6%
Page 6 of 6  ·  108 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%