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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
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 617.0 $233K 0.14% NEW $377.75 -2.4%
62 USMV ISHARES TR 2,346.0 $226K 0.13% $96.46 +5.5%
63 NFLX NETFLIX INC. Communication Services 2,985.0 $213K 0.12% -444.0 -12.9% $71.40 +14.5%
64 CAT CATERPILLAR INC Industrials 191.0 $203K 0.12% NEW $1064.90 -24.9%
Page 4 of 4  ·  64 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
Technology 37.6%
Financial Services 19.0%
Communication Services 16.1%
Consumer Cyclical 15.9%
Industrials 7.6%
Utilities 3.8%