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Portfolio (Quarterly) Guide ↗

Phraction Management LLC

· CIK 0001907803
13F Portfolio $596M AUM 66 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REGN REGENERON PHARMACEUTICALS Healthcare 367.0 $229K 0.04% NEW $623.54 +33.8%
62 BIL SPDR SERIES TRUST 2,383.0 $218K 0.04% NEW $91.64 -0.0%
63 FE FIRSTENERGY CORP Utilities 4,405.0 $209K 0.04% NEW $47.54 -3.3%
64 SUI GROUP HOLDINGS LIMITED 32,060.0 $37K 0.01% NEW $1.16
65 GUTS FRACTYL HEALTH INC Healthcare 41,000.0 $33K 0.01% NEW $0.79 -1.8%
66 SPLASH BEVERAGE GROUP INC 123,648.0 $19K 0.00% NEW $0.15
Page 4 of 4  ·  66 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 39.4%
Financial Services 12.5%
Healthcare 11.4%
Communication Services 10.6%
Consumer Cyclical 10.3%
Industrials 7.6%
Basic Materials 3.7%
Energy 2.3%
Consumer Defensive 2.0%
Utilities 0.1%