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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	GS	GOLDMAN SACHS GROUP INC	Financial Services	259	$206K	0.14%	SOLD
22	USB	US BANCORP DEL	Financial Services	4,237	$205K	0.14%	SOLD
23	—	BRIDGER AEROSPACE GRP HLDGS	—	13,607	$25K	0.02%	SOLD

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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%