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Portfolio (Quarterly) Guide ↗

SCRATCH CAPITAL LLC

· CIK 0002055324
13F Portfolio $153M AUM 47 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 22 Added 9 Reduced 23 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 621.0 $214K 0.14% +30.0 +5.1% $344.04 -8.8%
22 CID HOLDCO INC 22,822.0 $10K 0.01% +12K +112.1% $0.45
Page 2 of 2  ·  22 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 51.5%
Financial Services 26.6%
Consumer Cyclical 11.6%
Consumer Defensive 6.8%
Communication Services 2.8%
Basic Materials 0.5%
Healthcare 0.2%