Portfolio (Quarterly) Guide ↗

STAGE HARBOR FINANCIAL, LLC

· CIK 0001934721

13F Portfolio $151M AUM 61 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 18 Added 13 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IUSG	ISHARES TR	—	1,510	$254K	0.17%	SOLD
2	AVGO	BROADCOM INC	Technology	677	$234K	0.16%	SOLD
3	ORCL	ORACLE CORP	Technology	1,144	$223K	0.15%	SOLD

Sector Allocation

Technology 32.5%

Communication Services 26.9%

Financial Services 17.3%

Consumer Cyclical 15.3%

Industrials 4.4%

Energy 3.6%