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Portfolio (Quarterly) Guide ↗

Bricktown Capital, LLC

· CIK 0001934657
13F Portfolio $553M AUM 28 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 Added 2 Reduced 4 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 20,000.0 $1.1M 0.19% $53.11 +19.8%
22 IWN ISHARES TR 4,386.0 $970K 0.17% $221.20 +1.6%
23 XLI SELECT SECTOR SPDR TR 4,933.0 $914K 0.17% $185.23 -2.7%
24 XLP SELECT SECTOR SPDR TR 8,508.0 $707K 0.13% $83.07 +3.5%
25 XLB SELECT SECTOR SPDR TR 12,946.0 $658K 0.12% $50.83 +5.3%
26 XLV SELECT SECTOR SPDR TR 3,558.0 $565K 0.10% $158.66 +10.1%
27 OEF ISHARES TR 1,294.0 $473K 0.09% $365.87 +3.3%
28 RSP INVESCO EXCHANGE TRADED FD T 1,308.0 $278K 0.05% $212.77 +4.2%
Page 2 of 2  ·  28 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 100.0%