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Portfolio (Quarterly) Guide ↗

PIAR LLC

· CIK 0002054677
13F Portfolio $141M AUM 81 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 22 Added 24 Reduced
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RUN SUNRUN INC Energy 21,100.0 $148K 0.10% NEW $7.03 +24.9%
22 PATH UIPATH INC Technology 16,600.0 $93K 0.07% NEW $5.63 +222.5%
23 AUPH AURINIA PHARMACEUTICALS INC Healthcare 13,200.0 $73K 0.05% NEW $5.56 +193.1%
24 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 10,200.0 $58K 0.04% NEW $5.70 +317.6%
25 CALL JOBY AVIATION INC 11,900.0 $44K 0.03% NEW $3.67
Page 2 of 2  ·  25 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 46.4%
Communication Services 20.1%
Consumer Cyclical 15.5%
Industrials 6.9%
Utilities 4.1%
Financial Services 4.1%
Healthcare 2.1%
Energy 1.0%