Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792

13F Portfolio $373M AUM 108 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 17 New 56 Added 6 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,316	$223K	0.08%	SOLD
2	JEPI	J P MORGAN EXCHANGE TRADED F	—	3,620	$205K	0.07%	SOLD

Sector Allocation

Technology 37.4%

Financial Services 35.4%

Industrials 11.0%

Consumer Cyclical 7.8%

Consumer Defensive 4.7%

Communication Services 1.9%

Healthcare 1.0%

Utilities 0.8%