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Portfolio (Quarterly) Guide ↗

Retireful, LLC

· CIK 0001919176
13F Portfolio $80M AUM 93 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 52 New 2 Added 32 Reduced 52 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTRS VIATRIS INC Healthcare 22,106.0 $277K 0.35% NEW $12.54 +22.6%
42 CAH CARDINAL HEALTH INC Healthcare 1,313.0 $272K 0.34% NEW $207.21 +7.0%
43 RTX RTX CORPORATION Industrials 1,476.0 $272K 0.34% NEW $184.01 +0.9%
44 B BARRICK MNG CORP Basic Materials 6,138.0 $272K 0.34% NEW $44.24 -8.8%
45 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,194.0 $269K 0.34% NEW $84.14 -48.1%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 957.0 $268K 0.34% NEW $280.08 +282.1%
47 COF CAPITAL ONE FINL CORP Financial Services 1,098.0 $268K 0.34% NEW $243.97 -17.4%
48 KEY KEYCORP Financial Services 12,883.0 $267K 0.34% NEW $20.73 +9.0%
49 FCX FREEPORT-MCMORAN INC Basic Materials 5,154.0 $265K 0.33% NEW $51.41 +33.6%
50 CENCORA INC 747.0 $254K 0.32% NEW $340.04
51 ADI ANALOG DEVICES INC Technology 905.0 $249K 0.31% NEW $274.82 +58.1%
52 CSCO CISCO SYS INC Technology 2,650.0 $205K 0.26% NEW $77.41 +54.4%
Page 3 of 3  ·  52 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 32.2%
Industrials 16.1%
Consumer Cyclical 13.9%
Financial Services 12.5%
Healthcare 8.3%
Communication Services 6.2%
Basic Materials 4.6%
Consumer Defensive 1.9%
Energy 1.6%
Utilities 1.4%