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Portfolio (Quarterly) Guide ↗

Breakwater Capital Group

· CIK 0001964309
13F Portfolio $746.8B AUM 373 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 191 Added 77 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 5,811 $534K 0.07% SOLD
2 NUVEEN N Y SELECT TAX FREE I 20,420 $246K 0.03% SOLD
3 TD TORONTO DOMINION BK ONT Financial Services 2,442 $230K 0.03% SOLD
4 CMCSA COMCAST CORP NEW Communication Services 7,510 $224K 0.03% SOLD
5 PLTR PALANTIR TECHNOLOGIES INC Technology 1,259 $224K 0.03% SOLD
6 SAP SAP SE Technology 907 $220K 0.03% SOLD
7 QGRO AMERICAN CENTY ETF TR 1,813 $208K 0.03% SOLD
8 ISRG INTUITIVE SURGICAL INC Healthcare 356 $202K 0.03% SOLD
9 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,444 $200K 0.03% SOLD
10 GM GENERAL MTRS CO Consumer Cyclical 2,461 $200K 0.03% SOLD
11 BLACKROCK MUNIHLDGS NY QLTY 12,912 $132K 0.02% SOLD
Sector Allocation
Technology 29.7%
Financial Services 22.6%
Industrials 11.4%
Healthcare 9.3%
Communication Services 7.4%
Consumer Cyclical 7.0%
Energy 4.2%
Utilities 3.9%
Consumer Defensive 3.1%
Basic Materials 1.3%