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Portfolio (Quarterly) Guide ↗

ZEGA Investments, LLC

· CIK 0002045703
13F Portfolio $848M AUM 173 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 173 New
Page 9 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KGC KINROSS GOLD CORP Basic Materials 8,000.0 $225K 0.03% NEW $28.16 +1.2%
162 VOO VANGUARD INDEX FDS 357.0 $224K 0.03% NEW $627.13 +10.0%
163 SPYV SPDR SERIES TRUST 3,871.0 $220K 0.03% NEW $56.81 +7.5%
164 PAVE GLOBAL X FDS 4,432.0 $212K 0.03% NEW $47.79 +18.7%
165 IBM INTERNATIONAL BUSINESS MACHS Technology 708.0 $210K 0.03% NEW $296.21 -13.8%
166 WNTR TIDAL TRUST II 5,284.0 $210K 0.03% NEW $39.66 -39.5%
167 QGRW WISDOMTREE TR 3,519.0 $206K 0.02% NEW $58.67 +13.2%
168 PLTY TIDAL TRUST II 3,914.0 $202K 0.02% NEW $51.54 -35.8%
169 OEF ISHARES TR 586.0 $201K 0.02% NEW $342.97 +9.0%
170 MSFO TIDAL TRUST II 12,972.0 $200K 0.02% NEW $15.45 -22.8%
171 FBY TIDAL TRUST II 14,952.0 $189K 0.02% NEW $12.61 -18.6%
172 DISO TIDAL TRUST II 15,002.0 $182K 0.02% NEW $12.15 -19.1%
173 CDE COEUR MNG INC Basic Materials 10,100.0 $180K 0.02% NEW $17.83 +0.1%
Page 9 of 9  ·  173 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 41.8%
Financial Services 21.3%
Consumer Cyclical 11.2%
Healthcare 6.3%
Consumer Defensive 5.6%
Communication Services 5.2%
Industrials 4.5%
Energy 3.5%
Utilities 0.5%
Basic Materials 0.1%