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Portfolio (Quarterly) Guide ↗

Chemistry Wealth Management LLC

· CIK 0001910183
13F Portfolio $625M AUM 210 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 70 Added 48 Reduced 9 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYJ ISHARES TR 1,956.0 $326K 0.05% -95.0 -4.6% $166.65 -1.0%
42 TMO THERMO FISHER SCIENTIFIC INC Healthcare 563.0 $282K 0.04% -86.0 -13.2% $501.36 +25.5%
43 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,975.0 $281K 0.04% -31.0 -1.6% $142.21 +5.6%
44 XLB SELECT SECTOR SPDR TR 5,369.0 $273K 0.04% -193.0 -3.5% $50.83 +5.3%
45 FANG DIAMONDBACK ENERGY INC Energy 1,548.0 $272K 0.04% -134.0 -8.0% $175.78 +19.9%
46 IEI ISHARES TR 2,182.0 $256K 0.04% -141.0 -6.1% $117.45 -0.9%
47 NEE NEXTERA ENERGY INC Utilities 2,914.0 $256K 0.04% -214.0 -6.8% $87.77 -4.7%
48 PH PARKER-HANNIFIN CORP Industrials 224.0 $219K 0.04% -58.0 -20.6% $979.75 +2.2%
Page 3 of 3  ·  48 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 39.4%
Technology 18.4%
Consumer Cyclical 13.9%
Healthcare 10.5%
Communication Services 8.0%
Energy 3.8%
Industrials 3.1%
Consumer Defensive 1.9%
Basic Materials 0.5%
Utilities 0.4%