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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $900.2B AUM 228 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 102 Added 48 Reduced 16 Exited
Page 12 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HALOZYME THERAPEUTICS INC 14,000.0 $14K 0.00% $1.03
222 CAPITAL SOUTHWEST CORP 14,000.0 $14K 0.00% $1.02
223 FIRSTENERGY CORP 13,000.0 $14K 0.00% $1.09
224 AMERICAN WTR CAP CORP 14,000.0 $14K 0.00% $0.99
225 STARWOOD PPTY TR INC 13,000.0 $13K 0.00% $1.01
226 LANTHEUS HLDGS INC 11,000.0 $13K 0.00% $1.19
227 SOUTHERN CO 10,000.0 $11K 0.00% $1.11
228 GLOBAL PMTS INC 11,000.0 $10K 0.00% $0.87
Page 12 of 12  ·  228 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 34.8%
Financial Services 18.4%
Communication Services 11.1%
Consumer Cyclical 8.4%
Industrials 8.0%
Healthcare 7.0%
Utilities 5.8%
Consumer Defensive 3.6%
Energy 2.5%
Real Estate 0.4%