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Portfolio (Quarterly) Guide ↗

PMV Capital Advisers, LLC

· CIK 0001980695
13F Portfolio $59M AUM 123 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New 12 Added 30 Reduced 33 Exited
Page 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PRU PRUDENTIAL FINL INC COM Financial Services 3.0 $255.0 NEW $85.00 +21.2%
82 IGBH ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF 10.0 $252.0 NEW $25.20 -1.8%
83 SEALED AIR CORP NEW COM 6.0 $246.0 NEW $41.00
84 LKQ LKQ CORP COM Consumer Cyclical 8.0 $244.0 NEW $30.50 -11.6%
85 SNY SANOFI SA SPONSORED ADR Healthcare 5.0 $241.0 NEW $48.20 -8.1%
86 VTRS VIATRIS INC COM Healthcare 18.0 $240.0 NEW $13.33 +24.7%
87 GPN GLOBAL PMTS INC COM Industrials 4.0 $236.0 NEW $59.00 +23.8%
88 PFXF VANECK PREFERRED SECURITIES EX FINANCIALS ETF 12.0 $206.0 NEW $17.17 +8.3%
89 SPFF GLOBAL X SUPERINCOME PREFERRED ETF 22.0 $200.0 NEW $9.09 +4.2%
90 HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 10.0 $199.0 NEW $19.90 +0.9%
91 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 11.0 $195.0 NEW $17.73 +1.3%
92 XRAY DENTSPLY SIRONA INC COM Healthcare 17.0 $193.0 NEW $11.35 -9.5%
93 RSPR INVESCO S&P 500 EQUAL WEIGHT REAL ESTATE ETF 5.0 $182.0 NEW $36.40 -0.2%
94 EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 5.0 $179.0 NEW $35.80 +12.6%
95 STLA STELLANTIS N.V SHS Consumer Cyclical 25.0 $179.0 NEW $7.16 +9.1%
96 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 5.0 $178.0 NEW $35.60 +40.6%
97 PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF 6.0 $173.0 NEW $28.83 +7.6%
98 PFFD GLOBAL X U.S. PREFERRED ETF 9.0 $172.0 NEW $19.11 -1.0%
99 PGX INVESCO PREFERRED ETF 16.0 $172.0 NEW $10.75 +2.2%
100 PFLD AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF 9.0 $169.0 NEW $18.78 +4.7%
Page 5 of 6  ·  119 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 69.7%
Technology 13.4%
Energy 4.7%
Healthcare 3.8%
Consumer Defensive 3.3%
Consumer Cyclical 2.5%
Communication Services 1.9%
Industrials 0.8%
Basic Materials 0.0%