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Portfolio (Quarterly) Guide ↗

North Capital, Inc.

· CIK 0002065938
13F Portfolio $118M AUM 93 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 19 Added 14 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BK BANK OF NEW YORK MELLON CORP COM USD0.01 Financial Services 5,395.0 $640K 0.54% NEW $118.63 +17.2%
2 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 8,850.0 $302K 0.26% NEW $34.14 +13.0%
3 COP CONOCOPHILLIPS COM Energy 2,214.0 $292K 0.25% NEW $132.00 -8.7%
4 FXF INVESCO CURRENCYSHARES SWISS F SWISS FRANC Financial Services 2,638.0 $291K 0.25% NEW $110.41 +1.6%
5 XOM EXXON MOBIL CORP COM Energy 1,470.0 $249K 0.21% NEW $169.66 -7.9%
6 CVX CHEVRON CORP NEW COM Energy 1,152.0 $238K 0.20% NEW $206.99 -7.7%
7 FDX FEDEX CORP COM USD0.10 Industrials 661.0 $235K 0.20% NEW $356.18 +9.2%
8 LMT LOCKHEED MARTIN CORP COM USD1.00 Industrials 364.0 $220K 0.19% NEW $605.00 -13.6%

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
Financial Services 40.0%
Technology 20.7%
Communication Services 15.4%
Industrials 6.6%
Consumer Cyclical 6.4%
Healthcare 5.5%
Consumer Defensive 3.3%
Energy 2.1%