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Portfolio (Quarterly) Guide ↗

ES4, LLC

· CIK 0002095578
13F Portfolio $155M AUM 32 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 15 Added 4 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 154,657.0 $15.4M 9.91% +986.0 +0.6% $99.27 -0.8%
2 XLK SELECT SECTOR SPDR TR 69,781.0 $9.3M 5.99% +23K +50.0% $132.90 +35.7%
3 IBDS ISHARES TR 215,592.0 $5.2M 3.37% +1K +0.7% $24.24 -0.1%
4 XLV SELECT SECTOR SPDR TR 29,016.0 $4.3M 2.75% +8K +41.0% $146.61 +2.2%
5 XLY SELECT SECTOR SPDR TR 27,156.0 $3.0M 1.91% +9K +48.2% $108.98 +9.4%
6 XLE SELECT SECTOR SPDR TR 42,593.0 $2.6M 1.69% +17K +66.9% $61.26 -2.9%
7 XLF SELECT SECTOR SPDR TR 48,135.0 $2.4M 1.53% +15K +45.6% $49.37 +5.2%
8 XLP SELECT SECTOR SPDR TR 26,068.0 $2.1M 1.38% +6K +33.0% $81.98 +3.4%
9 XLI SELECT SECTOR SPDR TR 13,028.0 $2.1M 1.36% +5K +66.8% $161.73 +6.2%
10 XLB SELECT SECTOR SPDR TR 42,124.0 $2.1M 1.36% +11K +37.4% $49.97 +0.6%
11 XLC SELECT SECTOR SPDR TR 18,255.0 $2.0M 1.31% +5K +36.5% $110.86 +4.2%
12 FLBR FRANKLIN TEMPLETON ETF TR 41,600.0 $994K 0.64% +30K +244.5% $23.89 -4.4%
13 ASEA GLOBAL X FDS 33,130.0 $644K 0.42% +642.0 +2.0% $19.43 +2.5%
14 XLRE SELECT SECTOR SPDR TR 12,930.0 $528K 0.34% +3K +34.3% $40.83 +9.1%
15 ECH ISHARES INC 12,766.0 $508K 0.33% +7K +107.1% $39.76 +1.3%

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.