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Portfolio (Quarterly) Guide ↗

PURE PORTFOLIOS HOLDINGS LLC

· CIK 0002041678
13F Portfolio $332M AUM 104 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 42 Added 38 Reduced 3 Exited
Page 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CAT CATERPILLAR INC Industrials 894.0 $512K 0.15% $573.14 +66.8%
62 LMT LOCKHEED MARTIN CORP Industrials 1,019.0 $493K 0.15% $483.73 +10.0%
63 DFAC DIMENSIONAL ETF TRUST 11,864.0 $470K 0.14% $39.59 +10.5%
64 JPM JPMORGAN CHASE & CO. Financial Services 1,442.0 $465K 0.14% +15.0 +1.1% $322.18 +3.5%
65 RSP INVESCO EXCHANGE TRADED FD T 2,412.0 $462K 0.14% $191.56 +9.1%
66 MO ALTRIA GROUP INC Consumer Defensive 7,959.0 $459K 0.14% +356.0 +4.7% $57.66 +19.6%
67 SHOP SHOPIFY INC Technology 2,688.0 $433K 0.13% +30.0 +1.1% $160.97 -32.9%
68 REGL PROSHARES TR 5,126.0 $432K 0.13% $84.22 +6.3%
69 XOM EXXON MOBIL CORP Energy 3,478.0 $419K 0.13% +296.0 +9.3% $120.35 +17.9%
70 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 33,159.0 $411K 0.12% +570.0 +1.8% $12.38 +8.3%
71 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,989.0 $396K 0.12% $33.02 -3.3%
72 V VISA INC Financial Services 1,104.0 $387K 0.12% -8.0 -0.7% $350.64 -5.0%
73 T AT&T INC Communication Services 14,963.0 $372K 0.11% +4K +42.1% $24.84 -9.7%
74 AVUV AMERICAN CENTY ETF TR 3,588.0 $366K 0.11% $101.98 +18.4%
75 BITB BITWISE BITCOIN ETF TR Financial Services 7,283.0 $346K 0.10% $47.56 -26.7%
76 RSPT INVESCO EXCHANGE TRADED FD T 7,547.0 $343K 0.10% -925.0 -10.9% $45.51 +37.3%
77 CCJ CAMECO CORP Energy 3,656.0 $334K 0.10% -79.0 -2.1% $91.48 +15.5%
78 SUB ISHARES TR 3,080.0 $329K 0.10% +26.0 +0.8% $106.71 -0.3%
79 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 13,882.0 $328K 0.10% -2K -12.6% $23.65 -9.2%
80 GM GENERAL MTRS CO Consumer Cyclical 4,016.0 $327K 0.10% -50.0 -1.2% $81.32 -2.1%
Page 4 of 6  ·  104 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 58.3%
Technology 18.8%
Communication Services 7.9%
Consumer Cyclical 4.0%
Industrials 4.0%
Consumer Defensive 2.4%
Basic Materials 2.0%
Energy 1.3%
Healthcare 0.9%
Utilities 0.3%