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Portfolio (Quarterly) Guide ↗

Steadtrust LLC

· CIK 0002097595
13F Portfolio $176M AUM 123 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 9 Added 43 Reduced 8 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 36,100.0 $1.1M 0.62% -1K -3.2% $30.12 +14.9%
22 IPI INTREPID POTASH INC Basic Materials 24,790.0 $1.1M 0.60% -1K -4.0% $42.77 -6.9%
23 AROC ARCHROCK INC Energy 30,000.0 $1.0M 0.59% -20K -40.0% $34.80 +7.6%
24 JXN JACKSON FINANCIAL INC Financial Services 8,930.0 $944K 0.54% -700.0 -7.3% $105.72 +0.4%
25 YPF YPF SOCIEDAD ANONIMA Energy 20,000.0 $924K 0.52% -2K -9.1% $46.22 +3.8%
26 BIDU BAIDU INC Communication Services 8,125.0 $905K 0.51% -200.0 -2.4% $111.42 +13.8%
27 JNJ JOHNSON & JOHNSON Healthcare 3,299.0 $806K 0.46% -17.0 -0.5% $244.41 -5.8%
28 MSI MOTOROLA SOLUTIONS INC Technology 1,590.0 $690K 0.39% -50.0 -3.0% $433.97 -5.4%
29 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,152.0 $646K 0.37% -300.0 -5.5% $125.46 +3.2%
30 MRK MERCK & CO INC Healthcare 5,297.0 $637K 0.36% -74.0 -1.4% $120.30 -0.4%
31 AEP AMERICAN ELEC PWR CO INC Utilities 4,500.0 $590K 0.33% -150.0 -3.2% $131.08 -0.1%
32 LPTH LIGHTPATH TECHNOLOGIES INC Technology 56,379.0 $565K 0.32% -14K -19.3% $10.03 +61.9%
33 PANW PALO ALTO NETWORKS INC Technology 3,344.0 $536K 0.30% -41.0 -1.2% $160.32 +60.1%
34 MSA MSA SAFETY INC Industrials 3,255.0 $534K 0.30% -70.0 -2.1% $163.95 +5.7%
35 TRP TC ENERGY CORP Energy 7,900.0 $495K 0.28% -200.0 -2.5% $62.60 +11.1%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 2,585.0 $427K 0.24% -56.0 -2.1% $165.36 +9.8%
37 BEONE MEDICINES LTD 1,350.0 $401K 0.23% -250.0 -15.6% $296.97
38 JCI JOHNSON CONTROLS INTERNATION Industrials 2,801.0 $367K 0.21% -150.0 -5.1% $130.95 +7.1%
39 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,950.0 $348K 0.20% -50.0 -0.8% $58.47 +11.1%
40 ICCC IMMUCELL CORP Healthcare 54,370.0 $344K 0.20% -2K -4.2% $6.33 +65.9%
Page 2 of 3  ·  43 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 26.1%
Basic Materials 24.9%
Energy 15.1%
Consumer Defensive 7.2%
Industrials 6.4%
Financial Services 6.2%
Healthcare 5.3%
Communication Services 4.9%
Consumer Cyclical 1.8%
Real Estate 1.1%