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Portfolio (Quarterly) Guide ↗

Bricktown Capital, LLC

· CIK 0001934657
13F Portfolio $508M AUM 32 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 4 Added 9 Reduced
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECH ISHARES INC 30,000.0 $1.2M 0.23% NEW $39.76 -1.0%
22 IWN ISHARES TR 4,386.0 $832K 0.16% $189.59 +7.7%
23 XLI SELECT SECTOR SPDR TR 4,933.0 $798K 0.16% $161.73 +4.3%
24 FORTINET INC 9,200.0 $752K 0.15% NEW $81.72
25 PANW PALO ALTO NETWORKS INC Technology 4,600.0 $737K 0.14% NEW $160.32 +49.8%
26 XLP SELECT SECTOR SPDR TR 8,508.0 $697K 0.14% $81.98 +5.0%
27 CHKP CHECK POINT SOFTWARE TECH LT Technology 4,600.0 $657K 0.13% NEW $142.85 -11.8%
28 XLB SELECT SECTOR SPDR TR 12,946.0 $647K 0.13% $49.97 -1.9%
29 ZS ZSCALER INC Technology 4,400.0 $617K 0.12% NEW $140.29 +24.9%
30 XLV SELECT SECTOR SPDR TR 3,558.0 $522K 0.10% $146.61 +0.5%
31 OEF ISHARES TR 1,294.0 $412K 0.08% $318.07 +15.2%
32 RSP INVESCO EXCHANGE TRADED FD T 1,308.0 $251K 0.05% $191.92 +5.1%
Page 2 of 2  ·  32 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 86.1%
Technology 13.9%