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Portfolio (Quarterly) Guide ↗

Pine Valley Investments Ltd Liability Co

· CIK 0001975417
13F Portfolio $2.5B AUM 610 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 610 New
Page 13 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NKE NIKE INC Consumer Cyclical 41,475.0 $1.7M 0.07% NEW $41.07 -2.5%
242 SNPS SYNOPSYS INC Technology 3,811.0 $1.7M 0.07% NEW $446.07 -9.3%
243 COPP SPROTT FDS TR 43,944.0 $1.7M 0.07% NEW $38.30 +7.5%
244 JMUB J P MORGAN EXCHANGE TRADED F 33,128.0 $1.7M 0.07% NEW $50.66 -1.9%
245 DBEF DBX ETF TR 30,584.0 $1.7M 0.07% NEW $54.63 +2.1%
246 AMGN AMGEN INC Healthcare 4,490.0 $1.6M 0.06% NEW $362.09 +17.4%
247 ACYN FIRST TR EXCHANGE-TRADED FD 78,110.0 $1.6M 0.06% NEW $20.79 -0.4%
248 EQIX EQUINIX INC Real Estate 1,547.0 $1.6M 0.06% NEW $1042.65 +4.1%
249 XBI SPDR SERIES TRUST 10,010.0 $1.6M 0.06% NEW $158.25 +1.2%
250 MSTR PUT STRATEGY INC Technology 18,000.0 $1.6M 0.06% NEW $86.93 +6.4%
251 SCHA SCHWAB STRATEGIC TR 43,173.0 $1.6M 0.06% NEW $36.13 -3.1%
252 EFA ISHARES TR 14,944.0 $1.6M 0.06% NEW $103.88 +3.3%
253 NVS NOVARTIS AG Healthcare 9,863.0 $1.5M 0.06% NEW $156.72 -1.4%
254 KEY KEYCORP Financial Services 66,736.0 $1.5M 0.06% NEW $23.05 -1.1%
255 TOL TOLL BROTHERS INC Consumer Cyclical 9,132.0 $1.5M 0.06% NEW $164.75 -13.3%
256 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.06% NEW $748850.00
257 XLP SELECT SECTOR SPDR TR 18,028.0 $1.5M 0.06% NEW $83.07 +3.0%
258 SHOP SHOPIFY INC Technology 12,977.0 $1.5M 0.06% NEW $114.18 +28.4%
259 XLU SELECT SECTOR SPDR TR 32,353.0 $1.5M 0.06% NEW $45.34 -2.9%
260 CB CHUBB LIMITED Financial Services 4,254.0 $1.5M 0.06% NEW $341.64 +1.1%
Page 13 of 31  ·  610 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 24.6%
Financial Services 17.7%
Healthcare 12.7%
Industrials 11.8%
Consumer Cyclical 10.0%
Communication Services 7.6%
Basic Materials 5.2%
Consumer Defensive 4.2%
Energy 3.5%
Utilities 2.0%