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Portfolio (Quarterly) Guide ↗

Pacific Sage Partners, LLC

· CIK 0001936845
13F Portfolio $631M AUM 121 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 51 Added 21 Reduced 5 Exited
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TROX TRONOX HOLDINGS PLC Basic Materials 11,000.0 $46K 0.01% NEW $4.17 +91.1%
Page 7 of 7  ·  121 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 54.3%
Financial Services 18.7%
Consumer Cyclical 10.2%
Communication Services 5.2%
Consumer Defensive 3.7%
Industrials 3.2%
Healthcare 3.1%
Energy 1.1%
Basic Materials 0.4%
Utilities 0.1%