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Portfolio (Quarterly) Guide ↗

MASECO LLP

· CIK 0002074052
13F Portfolio $3.6B AUM 291 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 291 New
Page 14 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EMB ISHARES TR 74.0 $7K NEW $96.47 -1.2%
262 GSSC GOLDMAN SACHS ETF TR 78.0 $7K NEW $91.27 -0.3%
263 VSS VANGUARD INTL EQUITY INDEX F 44.0 $7K NEW $154.39 +3.9%
264 ACN ACCENTURE PLC IRELAND Technology 53.0 $7K NEW $124.40 +45.8%
265 DE DEERE & CO Industrials 10.0 $6K NEW $643.90 -1.5%
266 STLD STEEL DYNAMICS INC Basic Materials 22.0 $5K NEW $233.36 +1.1%
267 F FORD MTR CO Consumer Cyclical 349.0 $5K NEW $13.89 +0.0%
268 OC OWENS CORNING NEW Industrials 26.0 $4K NEW $158.88 -8.3%
269 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 46.0 $4K NEW $88.61 -36.4%
270 IT GARTNER INC Technology 30.0 $4K NEW $129.67 +48.8%
271 ADSK AUTODESK INC Technology 20.0 $4K NEW $194.35 +31.1%
272 IAGG ISHARES TR 65.0 $3K NEW $50.58 -1.5%
273 SUSC ISHARES TR 105.0 $2K NEW $23.14 -1.5%
274 GMUB GOLDMAN SACHS ETF TR 43.0 $2K NEW $51.44 -1.4%
275 GEMD GOLDMAN SACHS ETF TR 52.0 $2K NEW $42.46 -1.8%
276 GIGB GOLDMAN SACHS ETF TR 43.0 $2K NEW $45.91 -1.6%
277 IGIB ISHARES TR 34.0 $2K NEW $53.18 -1.4%
278 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 28.0 $1K NEW $51.11 +33.7%
279 SMURFIT WESTROCK PLC 30.0 $1K NEW $46.23
280 IFRA ISHARES TR 21.0 $1K NEW $63.05 -4.5%
Page 14 of 15  ·  291 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 55.0%
Healthcare 15.4%
Technology 14.5%
Consumer Cyclical 4.7%
Consumer Defensive 3.9%
Industrials 2.6%
Communication Services 2.3%
Basic Materials 0.6%
Utilities 0.6%
Energy 0.4%