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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MSA MSA SAFETY INC Industrials 3,155.0 $551K 0.28% -100.0 -3.1% $174.58 +7.3%
82 JPM JPMORGAN CHASE & CO Financial Services 1,647.0 $539K 0.27% NEW $327.37 +8.4%
83 VLO VALERO ENERGY CORP Energy 2,040.0 $531K 0.27% NEW $260.44 +39.0%
84 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,650.0 $531K 0.27% NEW $114.18 +3.3%
85 SBSW SIBANYE STILLWATER LTD Basic Materials 61,000.0 $518K 0.26% -1K -1.6% $8.49 +37.3%
86 TRP TC ENERGY CORP Energy 7,800.0 $517K 0.26% -100.0 -1.3% $66.29 -4.8%
87 LWAY LIFEWAY FOODS INC Consumer Defensive 16,000.0 $477K 0.24% NEW $29.84 -13.2%
88 HIMX HIMAX TECHNOLOGIES INC Technology 31,064.0 $477K 0.24% -2K -6.0% $15.34 -12.6%
89 GE GE AEROSPACE Industrials 1,267.0 $474K 0.24% $373.84 -11.4%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 2,589.0 $468K 0.24% $180.93 +3.4%
91 EMBJ EMBRAER S.A. Industrials 7,300.0 $466K 0.24% $63.80 +12.4%
92 KHC KRAFT HEINZ CO Consumer Defensive 19,400.0 $458K 0.23% NEW $23.62 +9.5%
93 ICCC IMMUCELL CORP Healthcare 45,370.0 $456K 0.23% -9K -16.6% $10.05 -1.3%
94 GNRC GENERAC HLDGS INC Industrials 1,550.0 $454K 0.23% -30.0 -1.9% $292.81 -38.0%
95 KBR KBR INC Industrials 13,000.0 $449K 0.23% NEW $34.53 +7.0%
96 FEIM FREQUENCY ELECTRS INC Technology 6,700.0 $445K 0.23% -300.0 -4.3% $66.35 -11.1%
97 JCI JOHNSON CONTROLS INTERNATION Industrials 2,951.0 $431K 0.22% +150.0 +5.4% $146.11 -4.7%
98 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 30,000.0 $429K 0.22% $14.31 -0.9%
99 TSN TYSON FOODS INC Consumer Defensive 7,320.0 $419K 0.21% +500.0 +7.3% $57.25 -3.8%
100 WDS WOODSIDE ENERGY GROUP LTD Energy 21,500.0 $415K 0.21% -2K -6.5% $19.32 +23.7%
Page 5 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%