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Portfolio (Quarterly) Guide ↗

Ebert Capital Management Inc.

· CIK 0002102530
13F Portfolio $107M AUM 28 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 12 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 27,530.0 $2.0M 1.84% NEW $71.40 +15.2%
2 SPACE EXPLORATION TECHN CORP 3,784.0 $647K 0.61% NEW $170.86
3 GLD SPDR GOLD TR Financial Services 1,317.0 $485K 0.46% NEW $368.38 +16.2%
4 SMH VANECK ETF TRUST 493.0 $323K 0.30% NEW $655.89 -15.3%

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 41.7%
Financial Services 30.9%
Communication Services 13.4%
Consumer Cyclical 6.4%
Consumer Defensive 4.6%
Healthcare 3.1%