Portfolio (Quarterly) Guide ↗

ARRIEN INVESTMENTS, INC.

· CIK 0002052048

13F Portfolio $198M AUM 44 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 16 Added 13 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLP	SELECT SECTOR SPDR TR	—	2,981	$244K	0.13%	SOLD
2	TLH	ISHARES TR	—	2,396	$241K	0.13%	SOLD
3	IYH	ISHARES TR	—	3,812	$235K	0.13%	SOLD
4	—	CID HOLDCO INC	—	49,705	$9K	0.01%	SOLD

Sector Allocation

Technology 50.5%

Financial Services 19.4%

Consumer Cyclical 10.5%

Basic Materials 8.3%

Healthcare 4.3%

Utilities 3.6%

Industrials 3.4%