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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 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 1,616.0 $410K 0.12% NEW $254.00 +4.7%
82 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,392.0 $405K 0.12% NEW $290.59 -8.4%
83 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,753.0 $392K 0.12% NEW $223.89 +27.8%
84 SPACE EXPLORATION TECHN CORP 2,200.0 $376K 0.11% NEW $170.86
85 EVRG EVERGY INC Utilities 4,348.0 $376K 0.11% NEW $86.43 -6.3%
86 OGE OGE ENERGY CORP Utilities 7,616.0 $371K 0.11% NEW $48.66 -6.2%
87 INTC INTEL CORP Technology 2,580.0 $360K 0.11% NEW $139.63 -35.9%
88 AEE AMEREN CORP Utilities 3,109.0 $351K 0.10% NEW $113.04 -6.2%
89 CHRD CHORD ENERGY CORPORATION Energy 3,053.0 $349K 0.10% NEW $114.30 +28.7%
90 COHR COHERENT CORP Technology 849.0 $335K 0.10% NEW $394.47 -29.6%
91 TOTL SSGA ACTIVE ETF TR 8,427.0 $333K 0.10% NEW $39.47 -1.8%
92 KIM KIMCO REALTY CORP Real Estate 12,200.0 $309K 0.09% NEW $25.35 -6.5%
93 MTG MGIC INVT CORP WIS Financial Services 10,855.0 $306K 0.09% NEW $28.20 +8.7%
94 LRCX LAM RESEARCH CORP Technology 692.0 $300K 0.09% NEW $433.33 -30.4%
95 MGK VANGUARD WORLD FD 3,275.0 $288K 0.09% NEW $87.91 +2.3%
96 ALL ALLSTATE CORP Financial Services 1,204.0 $286K 0.09% NEW $237.94 +8.3%
97 JHG JANUS HENDERSON GROUP PLC Financial Services 5,497.0 $286K 0.09% NEW $51.95 +0.0%
98 FANG DIAMONDBACK ENERGY INC Energy 1,585.0 $279K 0.08% NEW $175.78 +14.1%
99 EXC EXELON CORP Utilities 5,916.0 $276K 0.08% NEW $46.62 -6.2%
100 AXP AMERICAN EXPRESS CO Financial Services 762.0 $258K 0.08% NEW $338.25 -2.4%
Page 5 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%