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Portfolio (Quarterly) Guide ↗

Presidio Capital Management, LLC

· CIK 0001931750
13F Portfolio $400M AUM 86 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 33 Added 23 Reduced 10 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OIH VANECK ETF TRUST 571.0 $212K 0.05% NEW $372.03 +11.5%
82 HD HOME DEPOT INC Consumer Cyclical 585.0 $206K 0.05% -48.0 -7.6% $352.72 -6.8%
83 LIN LINDE PLC Basic Materials 390.0 $203K 0.05% NEW $519.25 -6.5%
84 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 24,655.0 $123K 0.03% +555.0 +2.3% $4.99 +2.6%
85 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 34,664.0 $65K 0.02% $1.87 -51.7%
86 EVGO EVGO INC Consumer Cyclical 10,000.0 $19K 0.01% $1.91 -24.6%
Page 5 of 5  ·  86 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
Financial Services 78.0%
Technology 9.8%
Industrials 3.8%
Consumer Cyclical 3.5%
Healthcare 1.5%
Communication Services 1.5%
Consumer Defensive 0.8%
Energy 0.4%
Utilities 0.3%
Basic Materials 0.2%