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Portfolio (Quarterly) Guide ↗

COMMONS CAPITAL, LLC

· CIK 0001912835
13F Portfolio $120M AUM 85 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 30 Added 16 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMZN AMAZON COM INC Consumer Cyclical 30,404.0 $6.3M 5.29% NEW $208.27 +24.1%
2 MTDR MATADOR RES CO Energy 20,000.0 $1.3M 1.06% NEW $63.18 -6.4%
3 ACN ACCENTURE PLC IRELAND Technology 5,400.0 $1.1M 0.90% NEW $198.29 -5.8%
4 WMG WARNER MUSIC GROUP CORP Communication Services 40,000.0 $1.0M 0.85% NEW $25.54 +12.7%
5 DAC DANAOS CORPORATION Industrials 4,336.0 $488K 0.41% NEW $112.64 +37.8%
6 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 29,548.0 $475K 0.40% NEW $16.07 +18.8%
7 COPX GLOBAL X FDS 5,346.0 $408K 0.34% NEW $76.36 +18.7%
8 IMPERIAL PETE INC 71,000.0 $304K 0.25% NEW $4.28
9 MA MASTERCARD INCORPORATED Financial Services 460.0 $230K 0.19% NEW $499.83 +15.9%
10 HYHG PROSHARES TR 3,602.0 $229K 0.19% NEW $63.71 +1.6%
11 QFIN QFIN HOLDINGS INC Financial Services 17,100.0 $221K 0.18% NEW $12.91 -29.8%
12 GTN GRAY MEDIA INC Communication Services 47,864.0 $208K 0.17% NEW $4.34 +14.1%
13 VTR VENTAS INC Real Estate 2,466.0 $202K 0.17% NEW $81.79 +10.4%
14 TIGR UP FINTECH HLDG LTD Financial Services 28,200.0 $178K 0.15% NEW $6.30 -19.4%
15 BLNK BLINK CHARGING CO Industrials 13,514.0 $8K 0.01% NEW $0.57 +3.8%

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 42.9%
Communication Services 12.3%
Financial Services 10.8%
Consumer Cyclical 8.6%
Industrials 8.4%
Energy 5.7%
Consumer Defensive 4.0%
Healthcare 2.7%
Basic Materials 2.7%
Real Estate 1.7%