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Portfolio (Quarterly) Guide ↗

Manuka Financial, LLC

· CIK 0002049064
13F Portfolio $193M AUM 55 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 55 New
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 2,430.0 $1.7M 0.87% NEW $686.80 +3.0%
22 VV VANGUARD INDEX FDS 4,837.0 $1.7M 0.86% NEW $343.91 +3.1%
23 MU MICRON TECHNOLOGY INC Technology 1,237.0 $1.4M 0.74% NEW $1154.04 -19.2%
24 CRS CARPENTER TECHNOLOGY CORP Industrials 2,168.0 $1.3M 0.69% NEW $616.84 -22.8%
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,715.0 $1.3M 0.67% NEW $477.57 -12.6%
26 IVV ISHARES TR 1,486.0 $1.1M 0.58% NEW $748.81 +3.2%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,361.0 $1.0M 0.53% NEW $746.50 +3.1%
28 SCHF SCHWAB STRATEGIC TR 35,960.0 $996K 0.52% NEW $27.70 +2.2%
29 AMZN AMAZON COM INC Consumer Cyclical 3,759.0 $896K 0.47% NEW $238.34 +11.8%
30 IDEV ISHARES TR 9,447.0 $841K 0.44% NEW $89.01 +4.4%
31 VGUS VANGUARD INSTL INDEX FD 10,564.0 $799K 0.41% NEW $75.66 +0.0%
32 MSFT MICROSOFT CORP Technology 1,908.0 $712K 0.37% NEW $373.03 +37.7%
33 VTES VANGUARD WELLINGTON FD 7,018.0 $711K 0.37% NEW $101.31 -0.5%
34 QQQ INVESCO QQQ TR Financial Services 929.0 $684K 0.35% NEW $736.03 -2.7%
35 VBR VANGUARD INDEX FDS 2,380.0 $578K 0.30% NEW $242.95 +1.6%
36 VYM VANGUARD WHITEHALL FDS 3,550.0 $561K 0.29% NEW $158.05 +3.9%
37 VEU VANGUARD INTL EQUITY INDEX F 5,287.0 $443K 0.23% NEW $83.75 +2.0%
38 ORCL ORACLE CORP Technology 2,990.0 $438K 0.23% NEW $146.54 +2.9%
39 IEFA ISHARES TR 4,439.0 $429K 0.22% NEW $96.58 +4.0%
40 VXF VANGUARD INDEX FDS 1,628.0 $401K 0.21% NEW $246.15 -1.5%
Page 2 of 3  ·  55 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 65.8%
Energy 14.2%
Financial Services 12.1%
Industrials 4.6%
Consumer Cyclical 2.6%
Consumer Defensive 0.6%