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Portfolio (Quarterly) Guide ↗

Fjell Capital, LLC

· CIK 0002053350
13F Portfolio $147M AUM 66 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 36 Added 17 Reduced 4 Exited
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA VANGUARD TAX-MANAGED FDS 4,549.0 $324K 0.22% $71.25 +2.5%
62 BND VANGUARD BD INDEX FDS 4,055.0 $298K 0.20% -2K -33.2% $73.41 -1.5%
63 USB US BANCORP Financial Services 4,506.0 $272K 0.19% $60.40 +3.4%
64 DNP DNP SELECT INCOME FD INC Financial Services 23,390.0 $252K 0.17% +255.0 +1.1% $10.79 +1.3%
65 XLC SELECT SECTOR SPDR TR 2,225.0 $238K 0.16% +338.0 +17.9% $107.13 +5.5%
66 BERKSHIRE HATHAWAY INC DEL 409.0 $205K 0.14% NEW $500.39
Page 4 of 4  ·  66 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
Technology 48.0%
Communication Services 11.3%
Consumer Cyclical 10.0%
Financial Services 9.5%
Industrials 8.7%
Consumer Defensive 4.1%
Healthcare 3.1%
Utilities 2.9%
Energy 2.4%