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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FLNC FLUENCE ENERGY INC Utilities 11,800.0 $235K 0.12% NEW $19.88 -47.4%
122 AVGO BROADCOM INC Technology 615.0 $232K 0.12% NEW $377.75 -2.0%
123 PG PROCTER & GAMBLE CO Consumer Defensive 1,576.0 $231K 0.12% $146.68 -0.2%
124 AXON AXON ENTERPRISE INC Industrials 410.0 $230K 0.12% NEW $560.61 -7.3%
125 BERKSHIRE HATHAWAY INC DEL 449.0 $225K 0.11% NEW $500.39
126 DINO HF SINCLAIR CORP Energy 3,200.0 $223K 0.11% NEW $69.65 +48.3%
127 ONDS ONDAS INC Technology 21,473.0 $177K 0.09% +2K +10.3% $8.24 -13.9%
128 ALVO ALVOTECH Healthcare 35,395.0 $131K 0.07% $3.69 +40.6%
129 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 20,000.0 $95K 0.05% $4.74 +7.6%
130 LSF LAIRD SUPERFOOD INC Consumer Defensive 10,000.0 $47K 0.02% -10K -50.0% $4.70 -16.2%
131 ALIT ALIGHT INC Technology 70,000.0 $39K 0.02% $11.20 +25.3%
132 SOXS DIREXION SHARES ETF TRUST 11,000.0 $36K 0.02% NEW $3.24 +1504.6%
Page 7 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%