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Portfolio (Quarterly) Guide ↗

Range Financial Group LLC

· CIK 0001928635
13F Portfolio $366M AUM 206 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 102 Added 65 Reduced 12 Exited
Page 2 of 11  ·  206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LOW LOWES COS INC Consumer Cyclical 20,532.0 $4.5M 1.24% +3K +16.5% $220.49 -5.9%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 101,387.0 $4.3M 1.17% +8K +9.0% $42.34 +18.1%
23 EXPE EXPEDIA GROUP INC Consumer Cyclical 15,993.0 $4.1M 1.12% +3K +26.0% $255.88 +28.1%
24 APP APPLOVIN CORP Technology 7,575.0 $3.9M 1.07% +1K +16.1% $515.23 -38.1%
25 IRIDIUM COMMUNICATIONS INC 69,123.0 $3.8M 1.04% +489.0 +0.7% $54.85
26 MBB ISHARES TR 39,602.0 $3.7M 1.02% +3K +7.1% $94.52 -1.4%
27 SCHZ SCHWAB STRATEGIC TR 160,119.0 $3.7M 1.01% +6K +4.0% $23.13 -1.5%
28 WDC WESTERN DIGITAL CORP Technology 5,698.0 $3.6M 0.99% -4K -40.4% $638.72 -27.2%
29 IBD NORTHERN LTS FD TR IV 152,721.0 $3.6M 0.99% +20K +14.7% $23.77 -0.9%
30 LITE LUMENTUM HLDGS INC Technology 4,193.0 $3.6M 0.98% NEW $858.06 +5.8%
31 GOOG ALPHABET INC 9,946.0 $3.5M 0.96% -2K -19.4% $353.34
32 IUSB ISHARES TR 74,642.0 $3.4M 0.94% +4K +5.9% $46.15 -1.4%
33 HRB BLOCK H & R INC Consumer Cyclical 88,404.0 $3.4M 0.92% +70K +393.6% $38.08 +38.5%
34 FRO FRONTLINE PLC Energy 95,130.0 $3.3M 0.91% +12K +14.6% $34.79 +25.9%
35 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 31,738.0 $3.2M 0.88% +487.0 +1.6% $101.88 +9.2%
36 SPMD SPDR SERIES TRUST 47,723.0 $3.2M 0.88% -645.0 -1.3% $67.56 -1.7%
37 AVGO BROADCOM INC Technology 8,519.0 $3.2M 0.88% -70.0 -0.8% $377.75 -2.6%
38 BE BLOOM ENERGY CORP Industrials 10,564.0 $3.2M 0.87% +1K +14.6% $302.70 -29.9%
39 DINO HF SINCLAIR CORP Energy 44,358.0 $3.1M 0.84% -315.0 -0.7% $69.65 +42.0%
40 GFI GOLD FIELDS LTD Basic Materials 89,335.0 $3.0M 0.82% -2K -1.9% $33.59 +35.8%
Page 2 of 11  ·  206 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 37.8%
Consumer Cyclical 14.5%
Healthcare 11.0%
Consumer Defensive 9.0%
Financial Services 8.1%
Industrials 6.2%
Energy 5.6%
Communication Services 3.4%
Basic Materials 3.4%
Real Estate 0.7%