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Portfolio (Quarterly) Guide ↗

LAZARI CAPITAL MANAGEMENT, INC.

· CIK 0001986389
13F Portfolio $325M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 60 Added 70 Reduced 5 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 2,871.0 $275K 0.09% -67.0 -2.3% $95.72 -8.0%
62 BLOCK INC 3,522.0 $268K 0.08% -213.0 -5.7% $76.00
63 TGT TARGET CORP Consumer Defensive 1,981.0 $259K 0.08% -89.0 -4.3% $130.59 +25.4%
64 IEF ISHARES TR 2,664.0 $252K 0.08% -83.0 -3.0% $94.57 -2.6%
65 SHW SHERWIN WILLIAMS CO Basic Materials 703.0 $242K 0.07% -12.0 -1.7% $344.32 -4.2%
66 XLF SELECT SECTOR SPDR TR 4,417.0 $237K 0.07% -98.0 -2.2% $53.61 +6.7%
67 FCX FREEPORT MCMORAN INC Basic Materials 3,634.0 $229K 0.07% -399.0 -9.9% $62.89 +15.2%
68 IMTM ISHARES TR 4,274.0 $228K 0.07% -100.0 -2.3% $53.33 -0.7%
69 MET METLIFE INC Financial Services 2,608.0 $221K 0.07% -33.0 -1.2% $84.61 +11.6%
70 BXP BXP INC Real Estate 3,250.0 $216K 0.07% -1K -31.1% $66.31 +1.1%
Page 4 of 4  ·  70 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 39.5%
Communication Services 18.6%
Consumer Cyclical 12.0%
Financial Services 9.9%
Healthcare 5.8%
Industrials 5.1%
Energy 4.9%
Consumer Defensive 2.5%
Real Estate 0.7%
Utilities 0.6%