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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 4 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWM ISHARES TR 2,081.0 $625K 0.19% NEW $300.45 -2.2%
62 WMT WALMART INC Consumer Defensive 5,511.0 $624K 0.19% NEW $113.26 -7.4%
63 MU MICRON TECHNOLOGY INC Technology 533.0 $615K 0.18% NEW $1154.29 -16.9%
64 NOW SERVICENOW INC Technology 6,153.0 $611K 0.18% NEW $99.28 +49.1%
65 AMD ADVANCED MICRO DEVICES INC Technology 1,044.0 $606K 0.18% NEW $580.91 -19.0%
66 VXUS VANGUARD STAR FDS 6,994.0 $598K 0.18% NEW $85.49 +2.1%
67 AIG AMERICAN INTL GROUP INC Financial Services 7,864.0 $586K 0.17% NEW $74.53 +2.5%
68 MRK MERCK & CO INC Healthcare 4,425.0 $569K 0.17% NEW $128.50 +15.0%
69 XOM EXXON MOBIL CORP Energy 4,073.0 $557K 0.17% NEW $136.72 +17.7%
70 ED CONSOLIDATED EDISON INC Utilities 4,967.0 $549K 0.16% NEW $110.63 -3.3%
71 BIL SPDR SERIES TRUST 5,963.0 $546K 0.16% NEW $91.65 +0.0%
72 SHYG ISHARES TR 12,844.0 $545K 0.16% NEW $42.41 -0.2%
73 COF CAPITAL ONE FINL CORP Financial Services 2,639.0 $529K 0.16% NEW $200.62 +6.9%
74 EOG EOG RES INC Energy 4,041.0 $524K 0.16% NEW $129.73 +11.7%
75 XYL XYLEM INC Industrials 4,263.0 $504K 0.15% NEW $118.21 -6.9%
76 RRR RED ROCK RESORTS INC Consumer Cyclical 7,262.0 $472K 0.14% NEW $65.06 -13.7%
77 AMAT APPLIED MATLS INC Technology 650.0 $470K 0.14% NEW $723.00 -36.6%
78 ITT ITT INC Industrials 2,220.0 $439K 0.13% NEW $197.76 +1.3%
79 NJR NEW JERSEY RES CORP Utilities 7,558.0 $424K 0.13% NEW $56.04 -4.8%
80 WCC WESCO INTL INC Industrials 1,192.0 $412K 0.12% NEW $345.43 -1.5%
Page 4 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%