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Portfolio (Quarterly) Guide ↗

Carnegie Lake Advisors LLC

· CIK 0002043591
13F Portfolio $263M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New
Page 9 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 21,663.0 $136K 0.05% NEW $6.30 -23.7%
162 PGX INVESCO EXCH TRADED FD TR II 11,220.0 $126K 0.05% NEW $11.24 -3.8%
163 PCT PURECYCLE TECHNOLOGIES INC Industrials 10,950.0 $94K 0.04% NEW $8.59 -10.4%
164 VSTS VESTIS CORPORATION Industrials 12,475.0 $83K 0.03% NEW $6.67 +106.7%
165 GCV GABELLI CONV & INC SECS FD I Financial Services 19,500.0 $81K 0.03% NEW $4.15 +11.9%
Page 9 of 9  ·  165 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
Healthcare 20.8%
Technology 16.5%
Financial Services 14.2%
Industrials 13.2%
Communication Services 8.6%
Consumer Defensive 7.6%
Consumer Cyclical 7.5%
Energy 6.3%
Real Estate 2.8%
Basic Materials 2.0%