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Portfolio (Quarterly) Guide ↗

Sivia Capital Partners, LLC

· CIK 0002012032
13F Portfolio $822M AUM 540 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 155 New 182 Added 107 Reduced 70 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 TOTALENERGIES SE 2,354 $214K 0.04% SOLD
62 WTS WATTS WATER TECHNOLOGIES INC Industrials 721 $209K 0.04% SOLD
63 ROP ROPER TECHNOLOGIES INC Industrials 577 $204K 0.04% SOLD
64 UI UBIQUITI INC Technology 256 $202K 0.04% SOLD
65 CHTR CHARTER COMMUNICATIONS INC Communication Services 928 $200K 0.04% SOLD
66 TKC TURKCELL ILETISIM Communication Services 15,295 $92K 0.02% SOLD
67 NWL NEWELL BRANDS INC Consumer Defensive 22,523 $77K 0.01% SOLD
68 ESPR ESPERION THERAPEUTICS INC NE Healthcare 25,738 $71K 0.01% SOLD
69 ALIT ALIGHT INC Technology 26,063 $15K 0.00% SOLD
70 NEXTNRG INC 10,114 $4K 0.00% SOLD
Page 4 of 4  ·  70 positions
Sector Allocation
Technology 36.9%
Financial Services 14.5%
Industrials 11.1%
Consumer Cyclical 9.2%
Healthcare 7.9%
Communication Services 5.1%
Utilities 4.0%
Consumer Defensive 3.9%
Energy 2.7%
Real Estate 2.6%