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Portfolio (Quarterly) Guide ↗

Dauntless Investment Group, LLC

· CIK 0002044285
13F Portfolio $151M AUM 69 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 14 Added 23 Reduced 31 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ACIU AC IMMUNE SA Healthcare 107,489.0 $296K 0.20% -8K -7.1% $2.75 +8.0%
42 MPLX MPLX LP Energy 5,170.0 $295K 0.20% NEW $57.07 -1.2%
43 FUTU FUTU HLDGS LTD Financial Services 1,854.0 $254K 0.17% NEW $136.76 -21.9%
44 ET ENERGY TRANSFER EQUITY L P Energy 12,300.0 $237K 0.16% NEW $19.30 +1.8%
45 INMB INMUNE BIO INC Healthcare 183,476.0 $207K 0.14% -121K -39.8% $1.13 +25.2%
46 VERASTEM INC 36,750.0 $195K 0.13% NEW $5.30
47 EPD ENTERPRISE PRODS PARTNERS L Energy 5,100.0 $193K 0.13% NEW $37.84 +1.7%
48 VITL VITAL FARMS INC Consumer Defensive 11,603.0 $164K 0.11% NEW $14.12 -29.8%
49 ADAG ADAGENE INC Healthcare 34,775.0 $136K 0.09% NEW $3.92 -6.6%
50 CHRS COHERUS BIOSCIENCES INC Healthcare 76,087.0 $129K 0.09% NEW $1.69 -2.3%
51 ERNEXA THERAPEUTICS INC 612,443.0 $122K 0.08% NEW $0.20
52 MLP MAUI LD & PINEAPPLE INC Real Estate 5,397.0 $83K 0.06% -3K -32.4% $15.39 +11.7%
53 AEM AGNICO EAGLE MINES LTD Basic Materials 272.0 $55K 0.04% -48.0 -15.0% $202.98 -11.4%
54 TVA TEXAS VENTURES ACQUISITION I Financial Services 4,018.0 $42K 0.03% -35K -89.8% $10.39 +1.1%
55 CCCC C4 THERAPEUTICS INC COM Healthcare 15,000.0 $39K 0.03% NEW $2.63 +33.9%
56 KRYS KRYSTAL BIOTECH INC Healthcare 73.0 $19K 0.01% NEW $258.32 +17.1%
57 RENATUS TACTICAL ACQUIS 1,813.0 $19K 0.01% -89K -98.0% $10.28
58 ACON ACLARION INC Healthcare 5,422.0 $18K 0.01% $3.27 -3.8%
59 AEXA AMERICAN EXCEPTIONALISM ACQU Financial Services 670.0 $7K 0.01% -19K -96.6% $10.83 +5.4%
60 OKYO PHARMA LTD 3,819.0 $6K 0.00% -468K -99.2% $1.61
Page 3 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
Healthcare 61.4%
Consumer Defensive 20.9%
Real Estate 6.9%
Energy 5.7%
Financial Services 2.3%
Industrials 1.6%
Basic Materials 1.3%