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Portfolio (Quarterly) Guide ↗

EIGHT 31 FINANCIAL, LLC

· CIK 0002011328
13F Portfolio $168M AUM 66 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 66 New
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLUE OWL CAPITAL CORPORATION 10,345.0 $112K 0.07% NEW $10.87
62 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 13,817.0 $107K 0.06% NEW $7.74 +24.5%
63 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 18,240.0 $99K 0.06% NEW $5.45 -12.8%
64 PTEN PATTERSON-UTI ENERGY INC Energy 10,089.0 $93K 0.06% NEW $9.18 +35.4%
65 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 20,829.0 $70K 0.04% NEW $3.36 +22.6%
66 PNNT PENNANTPARK INVT CORP Financial Services 10,327.0 $36K 0.02% NEW $3.47 +6.6%
Page 4 of 4  ·  66 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
Energy 41.9%
Technology 28.6%
Financial Services 23.3%
Consumer Defensive 3.4%
Real Estate 1.4%
Consumer Cyclical 1.2%
Communication Services 0.3%