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Portfolio (Quarterly) Guide ↗

Code Waechter LLC

· CIK 0002039212
13F Portfolio $168M AUM 118 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 38 Added 41 Reduced
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 758.0 $205K 0.12% -644.0 -45.9% $270.59 +43.9%
Page 3 of 3  ·  41 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 19.8%
Technology 17.2%
Healthcare 13.8%
Energy 11.1%
Utilities 9.1%
Consumer Defensive 8.9%
Industrials 5.9%
Consumer Cyclical 5.8%
Communication Services 5.1%
Real Estate 2.8%