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Portfolio (Quarterly) Guide ↗

Stoic Point Capital Management LLC

· CIK 0002043279
13F Portfolio $121M AUM 69 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 11 Added 6 Reduced 9 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIKING ACQUISITION CORP I 16,666.0 $15K 0.01% NEW $0.90
62 KOCHAV DEFENSE ACQUI CO 69,700.0 $14K 0.01% $0.20
63 GIGCAPITAL8 CORP 39,570.0 $10K 0.01% $0.26
64 CHAMPIONSGATE ACQUISITION CO 69,172.0 $9K 0.01% $0.14
65 IRON HORSE ACQUISIT II CORP 55,000.0 $9K 0.01% NEW $0.16
66 PIONEER ACQUISITION I CORP 16,887.0 $4K 0.00% $0.22
67 OXLEY BRIDGE ACQ LTD 16,100.0 $3K 0.00% $0.22
68 GLOBA TERRA ACQUISITION COR 25,000.0 $3K 0.00% $0.11
69 GLOBA TERRA ACQUISITION COR 18,750.0 $2K 0.00% $0.09
Page 4 of 4  ·  69 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
Industrials 50.4%
Technology 20.1%
Communication Services 11.2%
Healthcare 10.2%
Financial Services 5.6%
Consumer Defensive 2.5%