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Portfolio (Quarterly) Guide ↗

Yukon Wealth Management, Inc.

· CIK 0002065849
13F Portfolio $174M AUM 81 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 22 Added 43 Reduced 54 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYR ISHARES TR 2,744.0 $264K 0.15% -461.0 -14.4% $96.34 +6.6%
42 IFRA ISHARES TR 4,403.0 $255K 0.15% -952.0 -17.8% $57.84 +5.4%
43 CSCO CISCO SYS INC Technology 2,944.0 $239K 0.14% -88.0 -2.9% $81.17 +48.3%
Page 3 of 3  ·  43 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 44.4%
Communication Services 20.4%
Consumer Cyclical 14.5%
Financial Services 10.9%
Healthcare 4.7%
Consumer Defensive 2.3%
Energy 1.6%
Industrials 1.2%