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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 20 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SOLV SOLVENTUM CORP Healthcare 7,300.0 $563K 0.02% NEW $77.15 +13.7%
382 PDP INVESCO EXCHANGE TRADED FD T 3,701.0 $561K 0.02% NEW $151.71 -9.2%
383 CRWV COREWEAVE INC Technology 5,629.0 $560K 0.02% NEW $99.54 -8.5%
384 VHT VANGUARD WORLD FD 1,869.0 $559K 0.02% NEW $299.09 +10.2%
385 EES WISDOMTREE TR 8,119.0 $550K 0.02% NEW $67.79 +1.3%
386 Q QNITY ELECTRONICS INC Technology 3,355.0 $548K 0.02% NEW $163.31 -21.7%
387 IWY ISHARES TR 1,875.0 $545K 0.02% NEW $290.65 -1.4%
388 WMB WILLIAMS COS INC Energy 7,241.0 $538K 0.02% NEW $74.34 -1.1%
389 MDLZ MONDELEZ INTL INC Consumer Defensive 9,152.0 $532K 0.02% NEW $58.08 +10.0%
390 DINO HF SINCLAIR CORP Energy 7,631.0 $532K 0.02% NEW $69.65 +36.5%
391 ECL ECOLAB INC Basic Materials 1,889.0 $528K 0.02% NEW $279.26 +2.0%
392 RDVI FIRST TR EXCHANGE-TRADED FD 17,819.0 $524K 0.02% NEW $29.40 +0.5%
393 FAST FASTENAL CO Industrials 10,693.0 $514K 0.02% NEW $48.03 +7.3%
394 CME CME GROUP INC Financial Services 2,283.0 $504K 0.02% NEW $220.87 +22.5%
395 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,725.0 $501K 0.02% NEW $290.53 -4.2%
396 AKAM AKAMAI TECHNOLOGIES INC Technology 4,194.0 $496K 0.02% NEW $118.21 -4.5%
397 FTSL FIRST TR EXCHANGE-TRADED FD 10,992.0 $492K 0.02% NEW $44.75 +0.6%
398 VXUS VANGUARD STAR FDS 5,749.0 $491K 0.02% NEW $85.49 +1.7%
399 EXC EXELON CORP Utilities 10,539.0 $491K 0.02% NEW $46.62 -2.4%
400 VTWO CALL VANGUARD SCOTTSDALE FDS 4,000.0 $486K 0.02% NEW $121.42 +0.4%
Page 20 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%