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Portfolio (Quarterly) Guide ↗

OV Management LLC

· CIK 0002010766
13F Portfolio $54M AUM 31 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 23 Reduced 24 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACWI MFC ISHARES MSCI ACWI ETF 41,611.0 $6.5M 12.20% NEW $156.97 +2.4%
2 ACWX MFC ISHARES TR MSCI ACWI EX US 18,863.0 $1.4M 2.68% NEW $76.11 +2.4%

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 86.3%
Technology 9.9%
Communication Services 2.5%
Consumer Cyclical 1.1%
Industrials 0.2%