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Portfolio (Quarterly) Guide ↗

FreeGulliver LLC

· CIK 0002032561
13F Portfolio $284M AUM 123 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 123 New
Page 2 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC CAP STK CL A Communication Services 5,712.0 $2.0M 0.72% NEW $357.38 -5.3%
22 KO COCA COLA CO COM Consumer Defensive 22,825.0 $1.9M 0.65% NEW $81.27 +8.4%
23 TEMA ELECTRIFICATION ETF 41,592.0 $1.7M 0.61% NEW $41.89
24 AMZN AMAZON COM INC COM Consumer Cyclical 7,244.0 $1.7M 0.61% NEW $238.34 +8.5%
25 SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 33,523.0 $1.7M 0.60% NEW $50.39 +3.8%
26 AVGO BROADCOM INC COM Technology 4,244.0 $1.6M 0.56% NEW $377.75 -5.3%
27 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 54,624.0 $1.4M 0.51% NEW $26.52 -1.8%
28 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 27,867.0 $1.4M 0.50% NEW $50.66 -0.7%
29 BIV VANGUARD INTERMEDIATE-TERM BOND ETF 17,889.0 $1.4M 0.48% NEW $76.70 -2.3%
30 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 16,632.0 $1.2M 0.44% NEW $74.96 -0.0%
31 GOOG ALPHABET INC CAP STK CL C 3,439.0 $1.2M 0.43% NEW $353.33
32 VOO VANGUARD S&P 500 ETF 1,674.0 $1.1M 0.41% NEW $686.91 +3.1%
33 VB VANGUARD MORNINGSTAR SMALL-CAP ETF 3,621.0 $1.1M 0.39% NEW $303.12 -1.0%
34 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 8,776.0 $1.0M 0.37% NEW $118.99 +2.3%
35 APLD APPLIED DIGITAL CORP COM NEW Technology 25,000.0 $932K 0.33% NEW $37.30 -29.3%
36 BFST BUSINESS FIRST BANCSHARES INC COM Financial Services 30,014.0 $922K 0.33% NEW $30.73 +3.6%
37 MU MICRON TECHNOLOGY INC COM Technology 718.0 $829K 0.29% NEW $1154.29 -11.9%
38 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 9,429.0 $829K 0.29% NEW $87.88 +3.2%
39 DCRE DOUBLELINE COMMERCIAL REAL ESTATE DEBT ETF 15,875.0 $822K 0.29% NEW $51.80 -1.0%
40 BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 7,959.0 $803K 0.28% NEW $100.93 -0.2%
Page 2 of 7  ·  123 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
Financial Services 69.6%
Technology 16.1%
Communication Services 3.0%
Consumer Cyclical 2.9%
Consumer Defensive 2.8%
Healthcare 2.1%
Industrials 2.0%
Energy 0.6%
Utilities 0.4%
Real Estate 0.3%