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Portfolio (Quarterly) Guide ↗

Oregon Pacific Wealth Management, LLC

· CIK 0002043757
13F Portfolio $96M AUM 125 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 35 Added 42 Reduced 31 Exited
Page 6 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 1,583.0 $204K 0.21% +28.0 +1.8% $128.78 +56.5%
102 ADI ANALOG DEVICES INC Technology 639.0 $203K 0.21% -310.0 -32.7% $318.14 +31.6%
103 EVUS ISHARES TR 6,320.0 $201K 0.21% -212.0 -3.2% $31.83 +8.4%
104 MAS MASCO CORP Industrials 3,326.0 $201K 0.21% +68.0 +2.1% $60.37 +7.9%
105 VMBS VANGUARD SCOTTSDALE FDS 4,260.0 $200K 0.21% NEW $46.95 -1.3%
Page 6 of 6  ·  105 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
Technology 30.9%
Financial Services 19.6%
Consumer Cyclical 16.8%
Communication Services 16.2%
Energy 5.0%
Healthcare 4.1%
Industrials 2.9%
Consumer Defensive 2.8%
Basic Materials 1.6%