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Portfolio (Quarterly) Guide ↗

Steadtrust LLC

· CIK 0002097595
13F Portfolio $198M AUM 132 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 27 Added 28 Reduced 8 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HQY HEALTHEQUITY INC Healthcare 7,520.0 $679K 0.34% +500.0 +7.1% $90.32 +7.4%
22 MSI MOTOROLA SOLUTIONS INC Technology 1,630.0 $677K 0.34% +40.0 +2.5% $415.29 +18.3%
23 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,832.0 $560K 0.28% +680.0 +13.2% $95.98 +17.6%
24 JCI JOHNSON CONTROLS INTERNATION Industrials 2,951.0 $431K 0.22% +150.0 +5.4% $146.11 -4.7%
25 TSN TYSON FOODS INC Consumer Defensive 7,320.0 $419K 0.21% +500.0 +7.3% $57.25 -3.8%
26 BEONE MEDICINES LTD 1,400.0 $399K 0.20% +50.0 +3.7% $284.97
27 ONDS ONDAS INC Technology 21,473.0 $177K 0.09% +2K +10.3% $8.24 -14.6%
Page 2 of 2  ·  27 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 38.1%
Basic Materials 18.0%
Energy 13.1%
Industrials 6.9%
Healthcare 5.8%
Consumer Defensive 5.8%
Financial Services 5.6%
Communication Services 2.7%
Consumer Cyclical 2.0%
Real Estate 1.1%