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Portfolio (Quarterly) Guide ↗

Runnymede Capital Advisors, Inc.

· CIK 0002054540
13F Portfolio $168M AUM 77 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 13 Added 24 Reduced 4 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 20,477.0 $23.6M 14.08% -1K -5.1% $1154.29 -19.2%
2 ROM PROSHARES ULTRA TECHNOLOGY 151,874.0 $23.6M 14.04% -858.0 -0.6% $155.20 -7.2%
3 NVDA NVIDIA CORP Technology 39,862.0 $8.0M 4.75% -515.0 -1.3% $200.09 +8.7%
4 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 1,843.0 $1.3M 0.77% -84.0 -4.4% $703.34 -1.8%
5 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 10,102.0 $1.2M 0.71% -3K -22.4% $117.28 -0.1%
6 KKR KKR & CO INC 11,586.0 $1.1M 0.63% -1K -8.8% $91.78
7 V VISA INC CLASS A Financial Services 3,003.0 $1.0M 0.61% -50.0 -1.6% $343.09 +11.2%
8 MA MASTERCARD INC CLASS A Financial Services 1,881.0 $966K 0.58% -63.0 -3.2% $513.60 +15.9%
9 PVAL PUTNAM FOCUSED LARGE CAPVALUE ETF 17,564.0 $895K 0.53% -3K -14.0% $50.95 +6.6%
10 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 8,542.0 $640K 0.38% -2K -19.4% $74.90 +0.2%
11 GLD SPDR GOLD SHARES Financial Services 1,422.0 $524K 0.31% -23.0 -1.6% $368.38 +11.0%
12 IOT SAMSARA INC CLASS A Technology 15,100.0 $490K 0.29% -100.0 -0.7% $32.43 +26.9%
13 QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF 2,626.0 $419K 0.25% -635.0 -19.5% $159.60 +3.7%
14 TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS Technology 853.0 $407K 0.24% -147.0 -14.7% $477.57 -12.6%
15 BUFR FT VEST LADDERED BUFFER ETF 10,722.0 $392K 0.23% -625.0 -5.5% $36.53 +2.5%
16 IEUR ISHARES CORE MSCI EUROPEETF 5,017.0 $377K 0.23% -2K -27.8% $75.17 +3.6%
17 CALF PACER US SMALL CAP CASH COWS 100 ETF 7,185.0 $364K 0.22% -475.0 -6.2% $50.61 +14.3%
18 ITA ISHARES U S AEROSPACE &DEFENSE ETF 1,480.0 $359K 0.21% -85.0 -5.4% $242.42 -4.0%
19 COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF 8,909.0 $358K 0.21% -1K -12.9% $40.15 -0.3%
20 JPIE JPMORGAN INCOME ETF 6,412.0 $295K 0.18% -969.0 -13.1% $46.05 -0.5%
Page 1 of 2  ·  24 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 59.1%
Financial Services 16.7%
Communication Services 8.6%
Consumer Cyclical 8.0%
Energy 4.7%
Healthcare 2.0%
Consumer Defensive 0.8%
Industrials 0.2%