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Portfolio (Quarterly) Guide ↗

Napier Financial, LLC

· CIK 0002086579
13F Portfolio $480M AUM 472 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 472 New
Page 24 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 APA APA CORP Energy 1.0 $33.0 NEW $33.00 +26.0%
462 GTEC GREENLAND TECHNOLOGIES Industrials 52.0 $29.0 NEW $0.56 +45.2%
463 DBX DROPBOX INC Technology 1.0 $27.0 NEW $27.00 +23.6%
464 SPCE VIRGIN GALACTIC Industrials 8.0 $23.0 NEW $2.88 +8.9%
465 EMBC EMBECTA CORP Healthcare 6.0 $20.0 NEW $3.33 +53.9%
466 PCG PG&E CORP Utilities 1.0 $17.0 NEW $17.00 +2.9%
467 IGC IGC PHARMA Healthcare 58.0 $16.0 NEW $0.28 +1.5%
468 OGI ORGANIGRAM GLOBAL Healthcare 16.0 $16.0 NEW $1.00 +22.5%
469 ATOS ATOSSA THERAPEUTICS Healthcare 6.0 $12.0 NEW $2.00 +39.5%
470 TLRY TILRAY BRANDS Healthcare 2.0 $9.0 NEW $4.50 -0.4%
471 WU WESTERN UNION Financial Services 1.0 $8.0 NEW $8.00 -10.2%
472 TWAV TAOWEAVE INC Financial Services 1.0 $1.0 NEW $1.00 +27.0%
Page 24 of 24  ·  472 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 41.2%
Technology 26.7%
Healthcare 9.0%
Communication Services 7.0%
Industrials 6.7%
Consumer Cyclical 3.7%
Energy 2.2%
Consumer Defensive 1.7%
Real Estate 0.9%
Utilities 0.5%