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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DSI ISHARES TR — 1,559.0 $222K 0.06% NEW — $142.40 +3.4%
122 DUK DUKE ENERGY CORP NEW Utilities 1,690.0 $214K 0.06% NEW — $126.57 -10.4%
123 GOOG ALPHABET INC — 605.0 $214K 0.06% NEW — $353.31 —
124 IVV ISHARES TR — 283.0 $212K 0.06% NEW — $748.99 +3.5%
125 SPSM SPDR SERIES TRUST — 3,659.0 $211K 0.06% NEW — $57.68 -6.8%
126 IJH ISHARES TR — 2,619.0 $202K 0.06% NEW — $77.11 -5.3%
127 SPMD SPDR SERIES TRUST — 2,968.0 $200K 0.06% NEW — $67.55 -5.4%
128 ACHR ARCHER AVIATION INC Industrials 37,000.0 $175K 0.05% NEW — $4.73 +18.6%
129 UEC URANIUM ENERGY CORP Energy 15,000.0 $160K 0.04% NEW — $10.66 -11.7%
130 FSK FS KKR CAP CORP Financial Services 11,652.0 $122K 0.03% NEW — $10.50 +7.1%
131 — KODIAK AI INC. — 14,000.0 $71K 0.02% NEW — $5.08 —
Page 7 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%