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Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $257M AUM 127 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 26 Added 40 Reduced 6 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOG VANGUARD ADMIRAL FDS INC 5,580.0 $461K 0.18% +5K +500.0% $82.62 +2.3%
22 BKLC BNY MELLON ETF TRUST 2,872.0 $412K 0.16% +288.0 +11.2% $47.79 +3.1%
23 IEFA ISHARES TR 2,998.0 $290K 0.11% +48.0 +1.6% $96.57 +4.7%
24 NEE NEXTERA ENERGY INC Utilities 2,981.0 $262K 0.10% +781.0 +35.5% $87.76 -4.9%
25 WHR WHIRLPOOL CORP Consumer Cyclical 5,579.0 $220K 0.09% +119.0 +2.2% $39.42 -0.3%
26 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 34,200.0 $66K 0.03% +4K +13.2% $1.92 -23.4%
Page 2 of 2  ·  26 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 33.4%
Healthcare 23.9%
Consumer Cyclical 9.7%
Communication Services 8.8%
Financial Services 8.0%
Industrials 7.3%
Consumer Defensive 5.7%
Energy 1.8%
Basic Materials 0.8%
Utilities 0.7%