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Portfolio (Quarterly) Guide ↗

Rare Wolf Capital LLC

· CIK 0002105393
13F Portfolio $156M AUM 121 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 30 Added 42 Reduced 17 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVS CVS HEALTH CORP Healthcare 2,264.0 $234K 0.15% -7K -76.6% $103.45 -10.0%
42 PGX INVESCO EXCH TRADED FD TR II 10,479.0 $114K 0.07% -32K -75.5% $10.84 -2.2%
Page 3 of 3  ·  42 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 40.4%
Consumer Cyclical 14.6%
Healthcare 10.9%
Communication Services 9.9%
Consumer Defensive 7.6%
Financial Services 7.5%
Industrials 3.4%
Basic Materials 2.7%
Energy 2.3%
Real Estate 0.3%