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Portfolio (Quarterly) Guide ↗

Golden Reserve Retirement LLC

· CIK 0002066488
13F Portfolio $635M AUM 112 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 83 Added 1 Reduced 19 Exited
Page 4 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 2,542.0 $767K 0.12% NEW $301.71 -39.0%
62 RTX RTX CORPORATION Industrials 4,020.0 $763K 0.12% +3K +173.8% $189.74 +10.6%
63 PH PARKER-HANNIFIN CORP Industrials 772.0 $755K 0.12% +524.0 +211.3% $978.19 +2.4%
64 SPG SIMON PPTY GROUP INC NEW Real Estate 3,296.0 $737K 0.12% NEW $223.66 -2.4%
65 UNP UNION PAC CORP Industrials 2,706.0 $736K 0.12% +2K +136.8% $272.03 +13.2%
66 TXN TEXAS INSTRS INC Technology 2,426.0 $723K 0.11% +1K +84.6% $298.07 -11.3%
67 CSX CSX CORP Industrials 15,054.0 $716K 0.11% NEW $47.53 +8.5%
68 LIN LINDE PLC Basic Materials 1,363.0 $707K 0.11% +678.0 +99.0% $518.99 -6.1%
69 JUNT AIM ETF PRODUCTS TRUST 18,600.0 $703K 0.11% NEW $37.79 +1.9%
70 NFLX NETFLIX INC. Communication Services 9,760.0 $697K 0.11% +6K +188.6% $71.40 +11.5%
71 PM PHILIP MORRIS INTL INC Consumer Defensive 3,849.0 $696K 0.11% +2K +107.0% $180.92 +4.0%
72 NEE NEXTERA ENERGY INC Utilities 7,576.0 $665K 0.10% +5K +198.2% $87.78 -4.7%
73 PEP PEPSICO INC Consumer Defensive 4,855.0 $657K 0.10% +2K +68.6% $135.40 +6.0%
74 WFC WELLS FARGO & CO Financial Services 7,909.0 $654K 0.10% +4K +87.2% $82.64 +1.4%
75 MRK MERCK & CO INC Healthcare 5,044.0 $648K 0.10% +2K +91.5% $128.51 +18.7%
76 BLK BLACKROCK INC Financial Services 669.0 $643K 0.10% +237.0 +54.9% $961.73 +20.3%
77 PNC PNC FINL SVCS GROUP INC Financial Services 2,580.0 $635K 0.10% +1K +83.6% $246.26 -1.3%
78 UPS UNITED PARCEL SVCS INC Industrials 5,908.0 $635K 0.10% +4K +155.8% $107.50 -5.1%
79 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,217.0 $610K 0.10% +572.0 +88.7% $501.37 +25.5%
80 TJX TJX COS INC NEW Consumer Cyclical 4,007.0 $607K 0.10% NEW $151.50 -7.3%
Page 4 of 6  ·  112 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
Financial Services 52.2%
Technology 21.8%
Healthcare 5.6%
Consumer Cyclical 5.5%
Communication Services 4.8%
Industrials 3.9%
Consumer Defensive 3.0%
Energy 1.8%
Utilities 0.6%
Real Estate 0.4%