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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 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JBS N.V. 191,130.0 $2.3M 1.15% +14K +8.2% $11.85
22 AGI ALAMOS GOLD INC Basic Materials 73,530.0 $2.2M 1.13% +2K +2.5% $30.34 +16.5%
23 TDY TELEDYNE TECHNOLOGIES INC Technology 3,316.0 $2.2M 1.12% $666.90 -8.7%
24 AER AERCAP HOLDINGS NV Industrials 14,450.0 $2.1M 1.06% +270.0 +1.9% $145.78 -0.5%
25 POWL POWELL INDS INC Industrials 6,835.0 $2.0M 0.99% +5K +199.1% $286.36 -39.8%
26 AMZN AMAZON COM INC Consumer Cyclical 8,187.0 $2.0M 0.99% $238.34 +6.9%
27 QCOM QUALCOMM INC Technology 10,492.0 $1.9M 0.98% -472.0 -4.3% $184.79 -10.4%
28 AESI ATLAS ENERGY SOLUTIONS INC Energy 102,000.0 $1.7M 0.86% +22K +27.5% $16.61 -23.8%
29 WMT WALMART INC Consumer Defensive 14,719.0 $1.7M 0.84% $113.26 -6.3%
30 ECG EVERUS CONSTR GROUP Industrials 9,850.0 $1.6M 0.83% $165.95 -31.6%
31 CNQ CANADIAN NAT RES LTD MED TER Energy 39,380.0 $1.6M 0.79% +400.0 +1.0% $39.50 +31.0%
32 LINC LINCOLN EDL SVCS CORP Consumer Defensive 30,290.0 $1.5M 0.76% +2K +6.1% $49.90 -51.3%
33 CRESUD S A C I F Y A 130,608.0 $1.5M 0.74% -2K -1.5% $11.21
34 LLY ELI LILLY & CO Healthcare 1,197.0 $1.4M 0.73% $1199.43 -3.1%
35 RIO RIO TINTO PLC Basic Materials 15,020.0 $1.4M 0.72% $94.93 +8.0%
36 INMD INMODE LTD Healthcare 91,500.0 $1.3M 0.68% +66K +251.9% $14.62 +3.7%
37 EMB ISHARES TR 13,251.0 $1.3M 0.65% $96.44 -2.4%
38 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 36,300.0 $1.2M 0.62% +200.0 +0.6% $33.88 +6.8%
39 AROC ARCHROCK INC Energy 30,000.0 $1.2M 0.62% $40.71 -22.1%
40 SOUTH BOW CORP 33,920.0 $1.2M 0.60% +300.0 +0.9% $35.24
Page 2 of 7  ·  132 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%