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Portfolio (Quarterly) Guide ↗

COMMONS CAPITAL, LLC

· CIK 0001912835
13F Portfolio $143M AUM 96 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 33 Added 11 Reduced 5 Exited
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HYHG PROSHARES TR 3,618.0 $235K 0.16% $64.88 +0.2%
82 V VISA INC Financial Services 659.0 $226K 0.16% NEW $343.06 +11.2%
83 ED CONSOLIDATED EDISON INC Utilities 2,042.0 $226K 0.16% $110.61 -2.8%
84 VTR VENTAS INC Real Estate 2,476.0 $220K 0.15% $88.79 +3.4%
85 IVV ISHARES TR 294.0 $220K 0.15% NEW $747.67 +3.4%
86 SCHF SCHWAB STRATEGIC TR 7,806.0 $216K 0.15% NEW $27.70 +2.2%
87 GS GOLDMAN SACHS GROUP INC Financial Services 209.0 $211K 0.15% NEW $1008.96 +2.5%
88 TWO HARBORS INVENTMENT CORPO 16,265.0 $202K 0.14% +482.0 +3.0% $12.41
89 FMS FRESENIUS MEDICAL CARE AG Healthcare 8,895.0 $201K 0.14% $22.61 +2.2%
90 GTN GRAY MEDIA INC Communication Services 47,864.0 $190K 0.13% $3.97 +21.7%
91 SOUN SOUNDHOUND AI INC Technology 25,806.0 $167K 0.12% +733.0 +2.9% $6.47 +9.9%
92 TIGR UP FINTECH HLDG LTD Financial Services 35,700.0 $157K 0.11% +8K +26.6% $4.40 +14.8%
93 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,620.0 $39K 0.03% $3.67 -9.0%
94 OPK OPKO HEALTH INC Healthcare 16,300.0 $24K 0.02% $1.50 -1.3%
95 MARRIOTT VACATIONS WORLDWIDE 20,000.0 $20K 0.01% $0.98
96 BLNK BLINK CHARGING CO Industrials 13,514.0 $9K 0.01% $0.64 -16.8%
Page 5 of 5  ·  96 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 45.7%
Communication Services 11.2%
Financial Services 10.4%
Consumer Cyclical 8.9%
Industrials 6.2%
Healthcare 5.1%
Consumer Defensive 4.8%
Energy 3.7%
Basic Materials 2.4%
Real Estate 1.5%