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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 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USIG ISHARES TR 20,191.0 $1.0M 0.31% NEW $51.29 -2.0%
42 IGSB ISHARES TR 18,643.0 $977K 0.29% NEW $52.41 -0.6%
43 WELL WELLTOWER INC Real Estate 4,197.0 $953K 0.28% NEW $226.97 +4.1%
44 MA MASTERCARD INCORPORATED Financial Services 1,835.0 $943K 0.28% NEW $513.64 +14.7%
45 BSV VANGUARD BD INDEX FDS 11,708.0 $912K 0.27% NEW $77.91 -0.5%
46 VRT VERTIV HOLDINGS CO Industrials 2,696.0 $903K 0.27% NEW $334.82 -22.7%
47 GILD GILEAD SCIENCES INC Healthcare 6,717.0 $849K 0.25% NEW $126.34 +15.8%
48 VIG VANGUARD SPECIALIZED FUNDS 3,517.0 $832K 0.25% NEW $236.62 +2.3%
49 AMT AMERICAN TOWER CORP Real Estate 4,979.0 $814K 0.24% NEW $163.57 +7.4%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 6,830.0 $797K 0.24% NEW $116.67 +59.7%
51 RKT ROCKET COS INC Financial Services 46,200.0 $728K 0.22% NEW $15.75 -14.9%
52 DGX QUEST DIAGNOSTICS INC Healthcare 3,322.0 $704K 0.21% NEW $211.95 +13.4%
53 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,096.0 $675K 0.20% NEW $132.52 +3.7%
54 LQD ISHARES TR 6,051.0 $660K 0.20% NEW $109.07 -2.6%
55 GIGB GOLDMAN SACHS ETF TR 14,121.0 $648K 0.19% NEW $45.91 -2.1%
56 LLY ELI LILLY & CO Healthcare 536.0 $643K 0.19% NEW $1199.43 -3.5%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 15,113.0 $640K 0.19% NEW $42.34 +18.1%
58 BDX BECTON DICKINSON & CO Healthcare 4,226.0 $640K 0.19% NEW $151.33 +24.3%
59 CRWD CROWDSTRIKE HLDGS INC Technology 836.0 $638K 0.19% NEW $190.78 +21.1%
60 GLD SPDR GOLD TR Financial Services 1,700.0 $626K 0.19% NEW $368.38 +10.9%
Page 3 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%