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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $162M AUM 100 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 23 Added 33 Reduced 1 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 2,930.0 $71K 0.04% +1K +102.1% $24.39 -0.6%
22 VWO VANGUARD FTSE EMERGING MARKETS ETF 833.0 $45K 0.03% +233.0 +38.8% $54.05 +9.1%
23 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 48.0 $16K 0.01% +13.0 +37.1% $337.96 +19.7%
Page 2 of 2  ·  23 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 74.0%
Technology 17.5%
Consumer Defensive 3.3%
Real Estate 1.6%
Communication Services 1.1%
Basic Materials 1.0%
Consumer Cyclical 0.5%
Industrials 0.4%
Utilities 0.3%
Healthcare 0.2%