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Portfolio (Quarterly) Guide ↗

Helium Advisors LLC

· CIK 0002056653
13F Portfolio $120M AUM 107 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 107 New
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IXUS ISHARES TR 3,196.0 $305K 0.25% NEW $95.45 +2.8%
82 ET ENERGY TRANSFER L P Energy 15,818.0 $302K 0.25% NEW $19.12 +11.1%
83 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,651.0 $294K 0.24% NEW $178.22 +15.4%
84 ABBV ABBVIE INC Healthcare 1,168.0 $294K 0.24% NEW $251.68 +2.8%
85 FPE FIRST TR EXCH TRADED FD III 16,327.0 $292K 0.24% NEW $17.88 -1.1%
86 PAVE GLOBAL X FDS 4,875.0 $287K 0.24% NEW $58.92 -4.9%
87 VXUS VANGUARD STAR FDS 3,209.0 $274K 0.23% NEW $85.50 +2.7%
88 NFLX NETFLIX INC. Communication Services 3,760.0 $268K 0.22% NEW $71.40 +11.6%
89 GDX VANECK ETF TRUST 3,524.0 $266K 0.22% NEW $75.45 +37.9%
90 VHT VANGUARD WORLD FD 840.0 $251K 0.21% NEW $298.92 +8.7%
91 IGEB ISHARES TR 5,501.0 $248K 0.21% NEW $45.11 -1.5%
92 CAT CATERPILLAR INC Industrials 225.0 $239K 0.20% NEW $1064.18 -23.1%
93 URI UNITED RENTALS INC Industrials 204.0 $232K 0.19% NEW $1135.31 -7.6%
94 GPIQ GOLDMAN SACHS ETF TR 3,888.0 $231K 0.19% NEW $59.32 -3.8%
95 WPC WP CAREY INC Real Estate 3,170.0 $227K 0.19% NEW $71.50 -1.1%
96 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 473.0 $226K 0.19% NEW $477.74 -11.1%
97 VTI VANGUARD INDEX FDS 607.0 $224K 0.19% NEW $369.79 +2.9%
98 PSA PUBLIC STORAGE Real Estate 698.0 $222K 0.18% NEW $318.38 -0.8%
99 F FORD MTR CO Consumer Cyclical 15,937.0 $222K 0.18% NEW $13.90 +1.2%
100 IAPR INNOVATOR ETFS TRUST 6,584.0 $219K 0.18% NEW $33.21 +2.8%
Page 5 of 6  ·  107 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 56.0%
Financial Services 20.3%
Consumer Cyclical 6.7%
Communication Services 6.3%
Industrials 3.6%
Consumer Defensive 3.0%
Energy 2.4%
Real Estate 1.0%
Healthcare 0.7%