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Portfolio (Quarterly) Guide ↗

DDFG, Inc

· CIK 0001967640
13F Portfolio $457M AUM 87 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 87 New
Page 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TTD THE TRADE DESK INC Technology 5,500.0 $209K 0.05% NEW $37.96 -41.3%
82 TTRX TURN THERAPEUTICS INC Healthcare 52,288.0 $206K 0.04% NEW $3.94 +15.5%
83 MRK MERCK & CO INC Healthcare 1,937.0 $204K 0.04% NEW $105.27 +6.9%
84 ESGE ISHARES INC 4,545.0 $201K 0.04% NEW $44.17 +16.4%
85 EGY VAALCO ENERGY INC Energy 30,250.0 $110K 0.02% NEW $3.64 +66.8%
86 SNBR SLEEP NUMBER CORP Consumer Cyclical 12,688.0 $107K 0.02% NEW $8.46 -81.7%
87 UWMC UWM HOLDINGS CORPORATION Financial Services 20,423.0 $89K 0.02% NEW $4.38 -33.3%
Page 5 of 5  ·  87 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
Financial Services 36.5%
Technology 25.7%
Energy 8.7%
Healthcare 8.1%
Communication Services 6.8%
Consumer Defensive 6.2%
Industrials 4.5%
Consumer Cyclical 2.7%
Basic Materials 0.7%