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Portfolio (Quarterly) Guide ↗

Saiph Capital, LLC

· CIK 0002052658
13F Portfolio $334M AUM 131 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 131 New
Page 2 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 10,244.0 $3.7M 1.10% NEW $357.38 -5.0%
22 GBIL GOLDMAN SACHS ETF TR 34,005.0 $3.4M 1.02% NEW $100.16 -0.0%
23 JPM JPMORGAN CHASE & CO Financial Services 8,098.0 $2.7M 0.79% NEW $327.32 +8.8%
24 QQQ INVESCO QQQ TR Financial Services 3,456.0 $2.5M 0.76% NEW $736.29 -2.7%
25 CGMS CAPITAL GRP FIXED INCM ETF T 90,708.0 $2.5M 0.74% NEW $27.33 -1.1%
26 BAC BANK OF AMER CORP Financial Services 134,048.0 $2.4M 0.73% NEW $18.14 +241.4%
27 CGCB CAPITAL GRP FIXED INCM ETF T 92,219.0 $2.4M 0.72% NEW $26.18 -1.6%
28 META META PLATFORMS INC Communication Services 4,228.0 $2.4M 0.71% NEW $563.29 +1.6%
29 TSLA TESLA INC Consumer Cyclical 5,567.0 $2.3M 0.70% NEW $420.60 -12.5%
30 BX BLACKSTONE INC Financial Services 19,279.0 $2.3M 0.68% NEW $117.67 +21.7%
31 VUG VANGUARD INDEX FDS 25,922.0 $2.2M 0.67% NEW $86.14 +2.4%
32 V VISA INC Financial Services 6,489.0 $2.2M 0.67% NEW $343.11 +10.6%
33 AFL AFLAC INC Financial Services 16,003.0 $1.9M 0.56% NEW $117.25 -1.2%
34 MS MORGAN STANLEY Financial Services 7,435.0 $1.6M 0.47% NEW $209.04 +2.1%
35 QUAL ISHARES TR 6,883.0 $1.5M 0.45% NEW $219.43 +1.5%
36 HD HOME DEPOT INC Consumer Cyclical 4,207.0 $1.5M 0.44% NEW $352.72 -7.1%
37 JPLD J P MORGAN EXCHANGE TRADED F 24,668.0 $1.3M 0.39% NEW $52.19 -0.4%
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,323.0 $1.2M 0.37% NEW $935.47 +0.9%
39 ORCL ORACLE CORP Technology 8,265.0 $1.2M 0.36% NEW $146.55 +1.8%
40 IJH ISHARES TR 13,454.0 $1.0M 0.31% NEW $77.11 -2.3%
Page 2 of 7  ·  131 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
Financial Services 37.2%
Technology 28.9%
Consumer Cyclical 8.2%
Industrials 8.1%
Communication Services 5.5%
Healthcare 3.9%
Utilities 2.3%
Real Estate 2.3%
Consumer Defensive 2.1%
Energy 1.6%