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Portfolio (Quarterly) Guide ↗

25 LLC

· CIK 0001968777
13F Portfolio $324M AUM 69 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 41 Added 9 Reduced 5 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LOW LOWES COS INC Consumer Cyclical 890.0 $210K 0.07% +26.0 +3.0% $236.33 -8.1%
Page 3 of 3  ·  41 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 41.2%
Communication Services 23.4%
Consumer Cyclical 12.0%
Financial Services 6.4%
Industrials 5.7%
Consumer Defensive 4.8%
Healthcare 3.6%
Energy 2.9%