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Portfolio (Quarterly) Guide ↗

PURSUE WEALTH PARTNERS LLC

· CIK 0001911091
13F Portfolio $179M AUM 91 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 16 Added 29 Reduced 24 Exited
Page 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRTX VERTEX PHARMACEUTICALS INC Healthcare 591.0 $294K 0.16% $496.73 +9.1%
82 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 365.0 $257K 0.14% $703.34 -1.8%
83 RTX RTX CORPORATION Industrials 1,331.0 $253K 0.14% $189.73 +11.6%
84 AROC ARCHROCK INC Energy 5,984.0 $244K 0.14% $40.71 -23.3%
85 SOXX ISHARES TR 375.0 $240K 0.14% NEW $640.76 -20.6%
86 VICI VICI PPTYS INC Real Estate 8,993.0 $239K 0.13% $26.55 -2.6%
87 COIN COINBASE GLOBAL INC Financial Services 1,633.0 $239K 0.13% $146.19 +22.2%
88 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,172.0 $238K 0.13% -1K -38.0% $109.77 -0.2%
89 CIBR FIRST TR EXCHANGE-TRADED FD 2,500.0 $225K 0.13% NEW $89.85 +9.7%
90 MRVL MARVELL TECHNOLOGY INC Technology 683.0 $203K 0.11% NEW $297.89 -27.3%
91 CTMX CYTOMX THERAPEUTICS INC. Healthcare 14,492.0 $54K 0.03% $3.75 -14.4%
Page 5 of 5  ·  91 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 48.6%
Financial Services 16.7%
Consumer Cyclical 14.9%
Consumer Defensive 5.4%
Communication Services 4.5%
Industrials 4.2%
Healthcare 3.5%
Real Estate 0.9%
Energy 0.7%
Utilities 0.4%