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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  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VWO VANGUARD INTL EQUITY INDEX F 9,226.0 $496K 0.14% -451.0 -4.7% $53.76 +13.0%
22 BSV VANGUARD BD INDEX FDS 5,712.0 $450K 0.12% -545.0 -8.7% $78.81 -1.3%
23 RSP INVESCO EXCHANGE TRADED FD T 1,664.0 $319K 0.09% -413.0 -19.9% $191.56 +9.6%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 1,363.0 $242K 0.07% -1K -43.1% $177.72 -27.7%
Page 2 of 2  ·  24 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%