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Portfolio (Quarterly) Guide ↗

ARK & TLK INVESTMENTS, LLC

· CIK 0002013188
13F Portfolio $364M AUM 114 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 21 Added 24 Reduced 6 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFLX NETFLIX INC Communication Services 3,010.0 $282K 0.08% +3K +896.7% $93.76 -17.5%
Page 2 of 2  ·  21 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 37.9%
Energy 30.5%
Financial Services 19.4%
Communication Services 4.0%
Healthcare 3.9%
Consumer Cyclical 3.6%
Industrials 0.8%