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Portfolio (Quarterly) Guide ↗

Liberty Atlantic Advisors LLC

· CIK 0002101909
13F Portfolio $139M AUM 86 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 86 New
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IAU ISHARES GOLD TR Financial Services 2,845.0 $215K 0.15% NEW $75.51 +11.0%
82 XLK SELECT SECTOR SPDR TR 1,105.0 $211K 0.15% NEW $190.52 -2.5%
83 DELL DELL TECHNOLOGIES INC Technology 485.0 $209K 0.15% NEW $431.46 +5.7%
84 AGNC AGNC INVT CORP Real Estate 12,000.0 $132K 0.10% NEW $11.02 -1.1%
85 REI RING ENERGY INC Energy 77,500.0 $84K 0.06% NEW $1.08 +34.3%
86 RDI READING INTL INC Communication Services 10,000.0 $13K 0.01% NEW $1.28 +57.0%
Page 5 of 5  ·  86 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 33.1%
Financial Services 30.1%
Communication Services 14.7%
Consumer Cyclical 8.8%
Energy 5.9%
Industrials 4.8%
Real Estate 2.6%