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Portfolio (Quarterly) Guide ↗

Odyssean, LLC

· CIK 0002092853
13F Portfolio $615M AUM 485 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 485 New
Page 15 of 25  ·  485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ERAS ERASCA INC Healthcare 34,780.0 $637K 0.10% NEW $18.32 -3.8%
282 POWI POWER INTEGRATIONS INC Technology 7,580.0 $635K 0.10% NEW $83.76 -34.1%
283 LIN LINDE PLC Basic Materials 1,201.0 $623K 0.10% NEW $518.94 -6.0%
284 NUE NUCOR CORP Basic Materials 2,756.0 $614K 0.10% NEW $222.75 +9.4%
285 RC READY CAPITAL CORP Real Estate 349,648.0 $612K 0.10% NEW $1.75 +7.4%
286 IBCP INDEPENDENT BK CORP MICH Financial Services 16,902.0 $610K 0.10% NEW $36.07 +2.9%
287 PM PHILIP MORRIS INTL INC Consumer Defensive 3,363.0 $608K 0.10% NEW $180.91 +4.0%
288 CPRX CATALYST PHARMACEUTICALS INC Healthcare 19,184.0 $603K 0.10% NEW $31.43 +0.2%
289 GS GOLDMAN SACHS GROUP INC Financial Services 594.0 $601K 0.10% NEW $1011.37 +2.8%
290 WSBC WESBANCO INC Financial Services 15,358.0 $599K 0.10% NEW $39.03 +4.7%
291 KRNY KEARNY FINL CORP MD Financial Services 63,262.0 $598K 0.10% NEW $9.46 +2.9%
292 OSUR ORASURE TECHNOLOGIES INC Healthcare 133,937.0 $597K 0.10% NEW $4.46 -13.0%
293 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 125,725.0 $596K 0.10% NEW $4.74 +13.1%
294 INOD INNODATA INC Technology 7,778.0 $588K 0.10% NEW $75.58 -15.0%
295 SYF SYNCHRONY FINANCIAL Financial Services 7,705.0 $586K 0.10% NEW $76.05 +4.5%
296 ALRS ALERUS FINL CORP Financial Services 18,781.0 $584K 0.10% NEW $31.10 +5.4%
297 PFS PROVIDENT FINL SVCS INC Financial Services 24,497.0 $579K 0.09% NEW $23.64 +0.3%
298 HAFC HANMI FINL CORP Financial Services 17,761.0 $575K 0.09% NEW $32.40 -4.0%
299 WDC WESTERN DIGITAL CORP Technology 899.0 $574K 0.09% NEW $638.72 -28.1%
300 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 31,238.0 $571K 0.09% NEW $18.28 -18.7%
Page 15 of 25  ·  485 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
Technology 22.7%
Financial Services 17.8%
Healthcare 16.9%
Real Estate 7.6%
Industrials 7.0%
Consumer Cyclical 6.5%
Utilities 6.1%
Energy 4.6%
Communication Services 4.5%
Consumer Defensive 4.4%