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Portfolio (Quarterly) Guide ↗

ES4, LLC

· CIK 0002095578
13F Portfolio $190M AUM 32 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 17 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEUR ISHARES TR 366,091.0 $27.5M 14.46% +7K +2.1% $75.17 +3.6%
2 AGG ISHARES TR 207,027.0 $20.5M 10.76% +52K +33.9% $98.98 -1.5%
3 XLK SELECT SECTOR SPDR TR 98,077.0 $18.7M 9.81% +28K +40.5% $190.52 -2.5%
4 IXUS ISHARES TR 195,098.0 $18.6M 9.78% +52K +36.2% $95.44 +2.4%
5 XLV SELECT SECTOR SPDR TR 38,218.0 $6.1M 3.19% +9K +31.7% $158.66 +7.9%
6 IBDS ISHARES TR 217,898.0 $5.3M 2.77% +2K +1.1% $24.22 +0.0%
7 XLY SELECT SECTOR SPDR TR 36,243.0 $4.3M 2.23% +9K +33.5% $117.28 -0.1%
8 IPAC ISHARES TR 51,646.0 $4.2M 2.22% +536.0 +1.1% $81.93 +4.3%
9 XLI SELECT SECTOR SPDR TR 18,633.0 $3.5M 1.81% +6K +43.0% $185.23 -4.4%
10 XLF SELECT SECTOR SPDR TR 63,657.0 $3.4M 1.79% +16K +32.2% $53.61 +8.4%
11 XLB SELECT SECTOR SPDR TR 53,845.0 $2.7M 1.44% +12K +27.8% $50.83 +4.6%
12 XLP SELECT SECTOR SPDR TR 32,651.0 $2.7M 1.43% +7K +25.2% $83.07 +2.9%
13 XLE SELECT SECTOR SPDR TR 49,464.0 $2.6M 1.38% +7K +16.1% $53.11 +18.0%
14 XLC SELECT SECTOR SPDR TR 23,179.0 $2.5M 1.30% +5K +27.0% $107.13 +5.5%
15 XLRE SELECT SECTOR SPDR TR 17,836.0 $785K 0.41% +5K +37.9% $44.03 +1.0%
16 EWP ISHARES INC 10,916.0 $648K 0.34% +168.0 +1.6% $59.39 +5.0%
17 ECH ISHARES INC 12,967.0 $515K 0.27% +201.0 +1.6% $39.70 +3.3%

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.