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Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792
13F Portfolio $290M AUM 93 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 37 Added 13 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLTR PALANTIR TECHNOLOGIES INC Technology 1,644.0 $240K 0.08% NEW $146.28 -6.2%
2 XOM EXXON MOBIL CORP Energy 1,316.0 $223K 0.08% NEW $169.71 -11.5%
3 JEPQ J P MORGAN EXCHANGE TRADED F 3,726.0 $207K 0.07% NEW $55.52 +9.1%
4 PGX INVESCO EXCH TRADED FD TR II 18,923.0 $206K 0.07% NEW $10.88 +1.0%
5 JPIB J P MORGAN EXCHANGE TRADED F 4,227.0 $202K 0.07% NEW $47.82 +0.6%

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 35.4%
Financial Services 30.3%
Industrials 15.9%
Consumer Cyclical 9.9%
Consumer Defensive 3.9%
Communication Services 3.5%
Energy 1.1%