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Portfolio (Quarterly) Guide ↗

Fairscale Capital, LLC

· CIK 0002032350
13F Portfolio $167M AUM 441 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 441 New
Page 17 of 23  ·  441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HONEYWELL AEROSPACE INC COM 42.0 $9K 0.01% NEW $221.07
322 NTRA NATERA INC COM Healthcare 34.0 $9K 0.01% NEW $271.44 +20.2%
323 ACHC ACADIA HEALTHCARE COMPANY INC COM Healthcare 300.0 $9K 0.01% NEW $29.53 -3.3%
324 BSX BOSTON SCIENTIFIC CORP COM Healthcare 200.0 $9K 0.01% NEW $42.68 +9.7%
325 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 110.0 $8K 0.01% NEW $74.85 -0.7%
326 DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF 125.0 $8K 0.01% NEW $63.37 +4.4%
327 GOVT ISHARES U.S. TREASURY BOND ETF 330.0 $8K 0.00% NEW $22.78 -1.4%
328 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 726.0 $7K 0.00% NEW $9.68 -11.4%
329 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 322.0 $7K 0.00% NEW $21.11 -21.1%
330 ANET ARISTA NETWORKS INC COM SHS Technology 39.0 $7K 0.00% NEW $169.87 +15.0%
331 LITHIUM ARGENTINA AG COM SHS 785.0 $6K 0.00% NEW $8.27
332 ZS ZSCALER INC COM Technology 45.0 $6K 0.00% NEW $141.16 +30.5%
333 EL LAUDER ESTEE COS INC CL A Consumer Defensive 79.0 $6K 0.00% NEW $78.95 +31.0%
334 NFGC NEW FOUND GOLD CORP COM Basic Materials 4,000.0 $6K 0.00% NEW $1.54 +24.0%
335 DHI D R HORTON INC COM Consumer Cyclical 37.0 $6K 0.00% NEW $162.89 -9.5%
336 TWLO TWILIO INC CL A Communication Services 29.0 $6K 0.00% NEW $206.34 +15.2%
337 NET CLOUDFLARE INC CL A COM Technology 24.0 $6K 0.00% NEW $245.29 +22.2%
338 CTGO CONTANGO SILVER & GOLD INC COM Basic Materials 371.0 $6K 0.00% NEW $15.79 +22.0%
339 VC VISTEON CORP COM NEW Consumer Cyclical 58.0 $6K 0.00% NEW $99.21 +2.8%
340 CARNIVAL CORP LTD COMMON SHARES 200.0 $6K 0.00% NEW $28.57
Page 17 of 23  ·  441 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 43.5%
Financial Services 17.3%
Communication Services 9.2%
Consumer Cyclical 8.2%
Healthcare 7.4%
Industrials 6.3%
Consumer Defensive 3.3%
Utilities 2.6%
Real Estate 0.9%
Basic Materials 0.8%