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Portfolio (Quarterly) Guide ↗

CHANNEL WEALTH LLC

· CIK 0001975550
13F Portfolio $413M AUM 175 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 54 Added 69 Reduced 17 Exited
Page 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDLZ MONDELEZ INTL INC Consumer Defensive 3,785.0 $218K 0.05% $57.64 +4.3%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 1,457.0 $213K 0.05% +17.0 +1.2% $146.28 -12.2%
163 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 6,915.0 $208K 0.05% $30.12 +4.5%
164 PAVE GLOBAL X FDS 4,096.0 $208K 0.05% NEW $50.81 +15.3%
165 VBK VANGUARD INDEX FDS 668.0 $202K 0.05% -47.0 -6.6% $302.25 +18.0%
166 IWF ISHARES TR 472.0 $201K 0.05% -6.0 -1.3% $426.40 -71.1%
167 AVTR AVANTOR INC Healthcare 25,510.0 $200K 0.05% $7.84 +22.2%
168 ATOM ATOMERA INC Technology 38,500.0 $147K 0.04% -8K -17.8% $3.81 +136.2%
169 RQI COHEN & STEERS QUALITY INCOM Financial Services 11,363.0 $137K 0.03% $12.05 +1.8%
170 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 11,621.0 $129K 0.03% $11.10 +4.1%
171 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 22,077.0 $113K 0.03% -21K -48.3% $5.10 -3.3%
172 ASAN ASANA INC Technology 14,334.0 $92K 0.02% NEW $6.40 +8.1%
173 HIGHLAND OPPS & INCOME FD 10,074.0 $58K 0.01% -4K -29.1% $5.71
174 ENVX CALL ENOVIX CORPORATION Industrials 2,000.0 $10K 0.00% NEW $5.18 +36.7%
Page 9 of 9  ·  174 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 39.6%
Financial Services 17.1%
Healthcare 15.9%
Communication Services 9.2%
Consumer Cyclical 7.8%
Consumer Defensive 3.8%
Industrials 2.2%
Energy 1.7%
Basic Materials 1.6%
Utilities 0.7%