Portfolio (Quarterly) Guide ↗

DEFINE FINANCIAL, LLC

· CIK 0002021320

13F Portfolio $218M AUM 47 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 8 New 34 Added 2 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FRDM	EA SERIES TRUST	—	4,975	$255K	0.14%	SOLD
2	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,192	$212K	0.12%	SOLD
3	PGR	PROGRESSIVE CORP	Financial Services	910	$207K	0.12%	SOLD
4	—	LINEAGE CELL THERAPEUTICS IN	—	20,000	$33K	0.02%	SOLD

Sector Allocation

Technology 45.1%

Financial Services 14.8%

Consumer Cyclical 13.3%

Healthcare 7.4%

Communication Services 7.2%

Consumer Defensive 5.2%

Industrials 4.5%

Utilities 2.5%