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Portfolio (Quarterly) Guide ↗

Mattson Financial Services, LLC

· CIK 0002034595
13F Portfolio $478M AUM 235 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 235 New
Page 9 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UBS UBS GROUP AG Financial Services 7,298.0 $390K 0.08% NEW $53.50 +1.4%
162 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,083.0 $372K 0.08% NEW $120.74 -2.0%
163 RY ROYAL BK CDA Financial Services 1,718.0 $371K 0.08% NEW $216.07 -4.2%
164 EQNR EQUINOR ASA Energy 10,391.0 $370K 0.08% NEW $35.63 +15.7%
165 CNI CANADIAN NATL RY CO Industrials 2,836.0 $364K 0.08% NEW $128.22 -0.9%
166 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 16,404.0 $363K 0.08% NEW $22.13 +0.5%
167 DCRE DOUBLELINE ETF TRUST 6,886.0 $356K 0.07% NEW $51.66 -0.0%
168 SPTS SPDR SERIES TRUST 12,237.0 $354K 0.07% NEW $28.96 +0.1%
169 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 13,694.0 $354K 0.07% NEW $25.85 -2.6%
170 IX ORIX CORP Financial Services 8,865.0 $353K 0.07% NEW $39.83 -0.8%
171 HSBC HSBC HLDGS PLC Financial Services 3,473.0 $349K 0.07% NEW $100.52 +3.8%
172 ISBA ISABELLA BK CORP Financial Services 8,534.0 $348K 0.07% NEW $40.72 -3.7%
173 BCS BARCLAYS PLC Financial Services 12,301.0 $347K 0.07% NEW $28.23 -3.5%
174 ING ING GROEP N.V. Financial Services 10,553.0 $346K 0.07% NEW $32.83 +7.5%
175 NMR NOMURA HLDGS INC Financial Services 34,886.0 $342K 0.07% NEW $9.79 +1.2%
176 NATWEST GROUP PLC 19,091.0 $340K 0.07% NEW $17.83
177 LYG LLOYDS BANKING GROUP PLC Financial Services 56,375.0 $340K 0.07% NEW $6.03 +0.8%
178 MFG MIZUHO FINANCIAL GROUP INC Financial Services 32,735.0 $338K 0.07% NEW $10.32 +0.9%
179 KB KB FINL GROUP INC Financial Services 2,809.0 $338K 0.07% NEW $120.25 +0.4%
180 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,179.0 $337K 0.07% NEW $106.05 +3.6%
Page 9 of 12  ·  235 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 27.1%
Financial Services 17.2%
Consumer Cyclical 10.6%
Healthcare 10.4%
Industrials 10.3%
Consumer Defensive 7.5%
Energy 5.5%
Communication Services 4.9%
Real Estate 2.3%
Basic Materials 2.2%