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Portfolio (Quarterly) Guide ↗

Hopwood Nicholas Hunter

· CIK 0002091827
13F Portfolio $365M AUM 131 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 131 New
Page 3 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGMM CAPITAL GROUP EQUITY ETF TR — 74,531.0 $2.5M 0.67% NEW — $32.97 -4.2%
42 JGRO J P MORGAN EXCHANGE TRADED F — 24,918.0 $2.5M 0.67% NEW — $98.59 -1.4%
43 SCHZ SCHWAB STRATEGIC TR — 103,755.0 $2.4M 0.66% NEW — $23.13 -3.8%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,147.0 $2.3M 0.65% NEW — $746.67 +3.3%
45 BLCR BLACKROCK ETF TRUST — 43,318.0 $2.2M 0.60% NEW — $50.37 -1.6%
46 CGCB CAPITAL GRP FIXED INCM ETF T — 80,785.0 $2.1M 0.58% NEW — $26.18 -3.6%
47 JGLO J P MORGAN EXCHANGE TRADED F — 29,107.0 $2.1M 0.57% NEW — $71.22 +2.6%
48 SHLD GLOBAL X FDS — 33,339.0 $2.0M 0.55% NEW — $59.71 +2.9%
49 AAPL APPLE INC Technology 6,215.0 $1.8M 0.49% NEW — $289.37 +17.9%
50 THRO BLACKROCK ETF TRUST — 41,285.0 $1.8M 0.49% NEW — $43.11 +3.1%
51 AVEM AMERICAN CENTY ETF TR — 18,272.0 $1.8M 0.48% NEW — $96.49 -1.3%
52 CGIB CAPITAL GRP FIXED INCM ETF T — 66,379.0 $1.7M 0.47% NEW — $25.53 -2.4%
53 DTE DTE ENERGY CO Utilities 11,016.0 $1.7M 0.46% NEW — $152.37 -20.3%
54 IEMG ISHARES INC — 20,195.0 $1.7M 0.46% NEW — $82.84 -0.3%
55 JEMA J P MORGAN EXCHANGE TRADED F — 25,289.0 $1.6M 0.44% NEW — $63.88 -1.3%
56 JUSA J P MORGAN EXCHANGE TRADED F — 23,018.0 $1.5M 0.42% NEW — $67.18 +3.1%
57 XTEN BONDBLOXX ETF TRUST — 33,032.0 $1.5M 0.41% NEW — $45.58 -6.0%
58 VOO VANGUARD INDEX FDS — 2,191.0 $1.5M 0.41% NEW — $686.88 +3.5%
59 CGMS CAPITAL GRP FIXED INCM ETF T — 54,043.0 $1.5M 0.41% NEW — $27.33 -2.9%
60 MBB ISHARES TR — 15,571.0 $1.5M 0.40% NEW — $94.52 -4.4%
Page 3 of 7  ·  131 positions

① 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 32.3%
Financial Services 31.9%
Utilities 10.0%
Consumer Cyclical 9.5%
Energy 4.9%
Healthcare 3.8%
Communication Services 3.2%
Industrials 2.5%
Real Estate 1.8%