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Portfolio (Quarterly) Guide ↗

LAZARI CAPITAL MANAGEMENT, INC.

· CIK 0001986389
13F Portfolio $296M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 166 New
Page 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IEF ISHARES TR 2,738.0 $264K 0.09% NEW $96.46 -3.1%
122 PFF ISHARES TR 8,217.0 $260K 0.09% NEW $31.62 -1.5%
123 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 13,329.0 $257K 0.09% NEW $19.25 +14.5%
124 HON HONEYWELL INTL INC Industrials 1,190.0 $250K 0.09% NEW $210.50 +1.3%
125 FISV FISERV INC Technology 1,916.0 $247K 0.08% NEW $128.93 -57.1%
126 IMTM ISHARES TR 5,137.0 $246K 0.08% NEW $47.88 +8.8%
127 AGNC AGNC INVT CORP Real Estate 25,105.0 $246K 0.08% NEW $9.79 +5.2%
128 IJK ISHARES TR 2,560.0 $245K 0.08% NEW $95.89 +14.3%
129 IEMG ISHARES INC 3,695.0 $244K 0.08% NEW $65.92 +20.5%
130 RSPT INVESCO EXCHANGE TRADED FD T 5,460.0 $243K 0.08% NEW $44.58 +29.4%
131 XLF SELECT SECTOR SPDR TR 4,514.0 $243K 0.08% NEW $53.87 -4.0%
132 SHW SHERWIN WILLIAMS CO Basic Materials 699.0 $242K 0.08% NEW $346.26 -13.3%
133 AMAT APPLIED MATLS INC Technology 1,182.0 $242K 0.08% NEW $204.74 +102.0%
134 UBRL GRANITESHARES ETF TR 6,800.0 $240K 0.08% NEW $35.35 -52.8%
135 PEP PEPSICO INC Consumer Defensive 1,692.0 $238K 0.08% NEW $140.44 +6.2%
136 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,888.0 $235K 0.08% NEW $124.34 -22.9%
137 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 11,459.0 $231K 0.08% NEW $20.20 +69.8%
138 UNP UNION PAC CORP Industrials 924.0 $218K 0.07% NEW $236.37 +14.5%
139 INTC INTEL CORP Technology 6,475.0 $217K 0.07% NEW $33.55 +224.2%
140 MET METLIFE INC Financial Services 2,625.0 $216K 0.07% NEW $82.37 -3.1%
Page 7 of 9  ·  166 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 37.7%
Communication Services 20.9%
Consumer Cyclical 12.8%
Financial Services 9.8%
Energy 5.2%
Healthcare 4.9%
Industrials 4.1%
Consumer Defensive 2.0%
Utilities 1.5%
Real Estate 0.7%