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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FEDERATED HERMES INC 4,627.0 $256K 0.08% NEW $55.22
102 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 511.0 $244K 0.07% NEW $477.57 -13.0%
103 IBM INTERNATIONAL BUSINESS MACHS Technology 854.0 $240K 0.07% NEW $281.34 -16.9%
104 KLAC KLA CORP Technology 790.0 $238K 0.07% NEW $301.71 -41.8%
105 AEP AMERICAN ELEC PWR CO INC Utilities 1,732.0 $237K 0.07% NEW $136.81 -10.5%
106 TMO THERMO FISHER SCIENTIFIC INC Healthcare 471.0 $236K 0.07% NEW $501.36 +23.1%
107 PSX PHILLIPS 66 Energy 1,379.0 $233K 0.07% NEW $169.05 +45.9%
108 INGR INGREDION INC Consumer Defensive 2,432.0 $230K 0.07% NEW $94.71 +9.2%
109 IQDG WISDOMTREE TR 5,342.0 $230K 0.07% NEW $43.08 +3.0%
110 GEF GREIF INC Consumer Cyclical 3,087.0 $230K 0.07% NEW $74.49 +11.1%
111 CSCO CISCO SYS INC Technology 1,954.0 $230K 0.07% NEW $117.46 -5.9%
112 UNH UNITEDHEALTH GROUP INC Healthcare 551.0 $229K 0.07% NEW $415.63 -6.3%
113 KHC KRAFT HEINZ CO Consumer Defensive 9,544.0 $225K 0.07% NEW $23.62 +8.7%
114 PINNACLE FINL PARTNERS INC 2,227.0 $225K 0.07% NEW $100.88
115 CL COLGATE PALMOLIVE CO Consumer Defensive 2,441.0 $224K 0.07% NEW $91.68 -2.0%
116 BRX BRIXMOR PPTY GROUP INC Real Estate 7,094.0 $224K 0.07% NEW $31.53 -8.4%
117 TROW PRICE T ROWE GROUP INC Financial Services 1,962.0 $223K 0.07% NEW $113.69 -2.1%
118 VTI VANGUARD INDEX FDS 600.0 $222K 0.07% NEW $370.04 +2.2%
119 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,687.0 $218K 0.07% NEW $81.17 -9.7%
120 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 556.0 $215K 0.06% NEW $386.73 +1.5%
Page 6 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%