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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DRAM ROUNDHILL ETF TRUST 14,380.0 $1.1M 0.54% NEW $73.85 -25.4%
2 ADBE ADOBE INC Technology 3,200.0 $656K 0.33% NEW $205.02 +39.5%
3 KWEB KRANESHARES TRUST 23,700.0 $580K 0.29% NEW $24.47 +5.0%
4 JPM JPMORGAN CHASE & CO Financial Services 1,647.0 $539K 0.27% NEW $327.37 +8.4%
5 VLO VALERO ENERGY CORP Energy 2,040.0 $531K 0.27% NEW $260.44 +39.0%
6 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,650.0 $531K 0.27% NEW $114.18 +3.3%
7 LWAY LIFEWAY FOODS INC Consumer Defensive 16,000.0 $477K 0.24% NEW $29.84 -13.2%
8 KHC KRAFT HEINZ CO Consumer Defensive 19,400.0 $458K 0.23% NEW $23.62 +9.5%
9 KBR KBR INC Industrials 13,000.0 $449K 0.23% NEW $34.53 +7.0%
10 IVV ISHARES TR 498.0 $373K 0.19% NEW $748.78 +2.2%
11 VOO VANGUARD INDEX FDS 406.0 $279K 0.14% NEW $686.81 +1.9%
12 FLNC FLUENCE ENERGY INC Utilities 11,800.0 $235K 0.12% NEW $19.88 -47.6%
13 AVGO BROADCOM INC Technology 615.0 $232K 0.12% NEW $377.75 -2.1%
14 AXON AXON ENTERPRISE INC Industrials 410.0 $230K 0.12% NEW $560.61 -7.5%
15 BERKSHIRE HATHAWAY INC DEL 449.0 $225K 0.11% NEW $500.39
16 DINO HF SINCLAIR CORP Energy 3,200.0 $223K 0.11% NEW $69.65 +49.3%
17 SOXS DIREXION SHARES ETF TRUST 11,000.0 $36K 0.02% NEW $3.24 +1511.7%

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%