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Portfolio (Quarterly) Guide ↗

Collaborative Capital Advisors LLC

· CIK 0002097223
13F Portfolio $158M AUM 88 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 83 New
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMAT APPLIED MATLS INC Technology 279.0 $202K 0.13% NEW $723.00 -36.1%
82 PRCH PORCH GROUP INC Technology 11,576.0 $174K 0.11% NEW $15.04 +15.7%
83 TDUP THREDUP INC Consumer Cyclical 18,612.0 $127K 0.08% NEW $6.85 -60.3%
Page 5 of 5  ·  83 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
Financial Services 77.5%
Technology 8.5%
Energy 4.7%
Communication Services 3.9%
Consumer Cyclical 2.4%
Consumer Defensive 1.4%
Industrials 0.8%
Healthcare 0.7%