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Portfolio (Quarterly) Guide ↗

TICINO WEALTH

· CIK 0002105416
13F Portfolio $317M AUM 135 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 83 Added 28 Reduced 15 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISRG INTUITIVE SURGICAL INC Healthcare 1,287.0 $512K 0.16% +662.0 +105.9% $397.68 -7.5%
82 ROK ROCKWELL AUTOMATION INC Industrials 592.0 $293K 0.09% +18.0 +3.1% $495.08 -12.7%
83 XOM EXXON MOBIL CORP Energy 1,782.0 $244K 0.08% +11.0 +0.6% $136.72 +17.2%
Page 5 of 5  ·  83 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 33.6%
Industrials 18.0%
Financial Services 13.7%
Energy 9.4%
Healthcare 7.8%
Consumer Cyclical 5.7%
Communication Services 3.8%
Consumer Defensive 3.2%
Basic Materials 3.1%
Utilities 1.1%