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Portfolio (Quarterly) Guide ↗

Collar Capital Management, LLC

· CIK 0002056719
13F Portfolio $155M AUM 72 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 24 Added 23 Reduced 8 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PMT PENNYMAC MTG INVT TR Real Estate 91,719.0 $1.1M 0.69% +1K +1.2% $11.66 -9.9%
22 NNN NNN REIT INC Real Estate 23,247.0 $977K 0.63% +290.0 +1.3% $42.03 +7.1%
23 SBET SHARPLINK INC Financial Services 147,943.0 $954K 0.62% +43K +41.0% $6.45 -3.4%
24 FETH FIDELITY ETHEREUM FD Financial Services 12,207.0 $255K 0.17% +2K +17.3% $20.88 -1.6%
Page 2 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 28.1%
Financial Services 16.4%
Healthcare 8.3%
Consumer Cyclical 7.9%
Basic Materials 7.7%
Consumer Defensive 6.9%
Industrials 6.7%
Communication Services 5.4%
Real Estate 4.7%
Energy 4.4%