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Portfolio (Quarterly) Guide ↗

Councilmark Asset Management, LLC

· CIK 0002022076
13F Portfolio $189M AUM 84 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 84 New
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IAK iShares U.S. Insurance ETF 1,625.0 $228K 0.12% NEW $140.56 +2.8%
82 Select Sector SPDR - Materials 4,330.0 $220K 0.12% NEW $50.83
83 CVX Chevron Corp. Energy 1,315.0 $218K 0.12% NEW $165.76 +24.6%
84 Select Sector SPDR - Utilities 4,660.0 $211K 0.11% NEW $45.34
Page 5 of 5  ·  84 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 40.3%
Healthcare 16.3%
Consumer Defensive 13.9%
Financial Services 8.2%
Consumer Cyclical 7.1%
Energy 5.1%
Industrials 4.5%
Communication Services 2.3%
Basic Materials 1.8%
Utilities 0.5%