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Portfolio (Quarterly) Guide ↗

PURE PORTFOLIOS HOLDINGS LLC

· CIK 0002041678
13F Portfolio $320M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 103 New
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 3,504.0 $313K 0.10% NEW $89.34 -38.8%
82 SO SOUTHERN CO Utilities 3,278.0 $311K 0.10% NEW $94.76 -2.4%
83 IWF ISHARES TR 647.0 $303K 0.10% NEW $468.11 -74.0%
84 T AT&T INC Communication Services 10,532.0 $297K 0.09% NEW $28.24 -20.5%
85 WMT WALMART INC Consumer Defensive 2,875.0 $296K 0.09% NEW $103.07 +17.4%
86 VUG VANGUARD INDEX FDS 606.0 $291K 0.09% NEW $479.61 -82.2%
87 AMGN AMGEN INC Healthcare 1,004.0 $283K 0.09% NEW $282.31 +21.0%
88 ABBV ABBVIE INC Healthcare 1,132.0 $262K 0.08% NEW $231.51 -4.4%
89 DE DEERE & CO Industrials 557.0 $255K 0.08% NEW $457.26 +28.7%
90 SPY SPDR S&P 500 ETF TR Financial Services 376.0 $251K 0.08% NEW $666.73 +11.1%
91 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,889.0 $249K 0.08% NEW $15.70 +36.8%
92 RDDT REDDIT INC Communication Services 1,078.0 $248K 0.08% NEW $229.99 -27.8%
93 GM GENERAL MTRS CO Consumer Cyclical 4,066.0 $248K 0.08% NEW $60.97 +30.5%
94 HD HOME DEPOT INC Consumer Cyclical 590.0 $239K 0.07% NEW $404.98 -19.1%
95 ITA ISHARES TR 1,135.0 $238K 0.07% NEW $209.32 +16.0%
96 AVGO BROADCOM INC Technology 713.0 $235K 0.07% NEW $329.95 +19.1%
97 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,308.0 $234K 0.07% NEW $178.79 -39.9%
98 XLRE SELECT SECTOR SPDR TR 5,373.0 $226K 0.07% NEW $42.13 +4.4%
99 FDX FEDEX CORP Industrials 948.0 $224K 0.07% NEW $235.87 +38.2%
100 VGIT VANGUARD SCOTTSDALE FDS 3,664.0 $220K 0.07% NEW $60.04 -2.3%
Page 5 of 6  ·  103 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 56.7%
Technology 19.8%
Communication Services 7.6%
Consumer Cyclical 4.7%
Industrials 4.2%
Consumer Defensive 2.5%
Basic Materials 2.2%
Energy 1.3%
Healthcare 0.6%
Utilities 0.3%