Portfolio (Quarterly) Guide ↗

Life Cycle Investment Partners Ltd

· CIK 0002072459

13F Portfolio $21.4B AUM 158 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 35 New 95 Added 25 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IDA	IDACORP Inc	Utilities	462,875	$66.2M	0.42%	SOLD
2	CTRA	Coterra Energy Inc	Energy	1,035,983	$36.4M	0.23%	SOLD
3	F	Ford Motor Co	Consumer Cyclical	2,176,200	$25.1M	0.16%	SOLD
4	PSX	Phillips 66	Energy	12,024	$2.2M	0.01%	SOLD
5	MPC	Marathon Petroleum Corp	Energy	4,994	$1.2M	0.01%	SOLD
6	UAL	United Airlines Holdings Inc	Industrials	11,593	$1.1M	0.01%	SOLD
7	NOV	NOV Inc	Energy	56,484	$1.1M	0.01%	SOLD

Sector Allocation

Technology 37.6%

Financial Services 11.6%

Communication Services 9.9%

Healthcare 8.8%

Consumer Cyclical 8.6%

Industrials 7.1%

Energy 4.7%

Basic Materials 4.2%

Consumer Defensive 3.7%

Utilities 2.7%