Portfolio (Quarterly) Guide ↗

STAGE HARBOR FINANCIAL, LLC

· CIK 0001934721

13F Portfolio $173M AUM 64 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 17 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DGRO	ISHARES TR	—	4,809	$337K	0.22%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	1,192	$202K	0.13%	SOLD

Sector Allocation

Technology 37.6%

Financial Services 19.0%

Communication Services 16.1%

Consumer Cyclical 15.9%

Industrials 7.6%

Utilities 3.8%