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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM Exxon Mobil Corp Energy 106,524.0 $14.6M 0.07% -14K -11.5% $136.72 +20.8%
22 ES Eversource Energy Utilities 13,285.0 $960K 0.00% -803.0 -5.7% $72.27 -2.9%
23 WELL Welltower Inc Real Estate 4,121.0 $935K 0.00% -4K -50.8% $226.97 +5.4%
24 SLVM Sylvamo Corp Basic Materials 15,850.0 $599K 0.00% -328K -95.4% $37.80 -2.7%
25 NRG NRG Energy Inc Utilities 3,145.0 $459K 0.00% -2K -41.5% $146.06 -22.6%
Page 2 of 2  ·  25 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 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%