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Portfolio (Quarterly) Guide ↗

Stonekeep Investments, LLC

· CIK 0002032486
13F Portfolio $172M AUM 81 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 33 Added 8 Reduced 2 Exited
Page 5 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GB SCIENCES INC 104,930.0 NEW
Page 5 of 5  ·  81 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 35.9%
Consumer Cyclical 27.1%
Communication Services 10.3%
Financial Services 9.8%
Healthcare 6.4%
Utilities 3.0%
Industrials 2.9%
Consumer Defensive 2.2%
Energy 1.5%
Basic Materials 0.7%