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Portfolio (Quarterly) Guide ↗

OFS Enterprise LLC

· CIK 0002107566
13F Portfolio $392M AUM 106 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 21 Reduced 1 Exited
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLY SELECT SECTOR SPDR TR 1,898.0 $223K 0.06% NEW $117.28 -1.2%
102 XAR SPDR SERIES TRUST 774.0 $220K 0.06% NEW $283.79 -6.3%
103 VOE VANGUARD INDEX FDS 1,079.0 $213K 0.05% NEW $197.60 +5.4%
104 GLW CORNING INC Technology 827.0 $211K 0.05% NEW $255.43 -40.2%
105 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 226.0 $211K 0.05% +7.0 +3.2% $934.22 +0.0%
106 PJAN INNOVATOR ETFS TRUST 4,245.0 $210K 0.05% NEW $49.49 +2.2%
Page 6 of 6  ·  106 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
Financial Services 76.7%
Technology 9.3%
Consumer Cyclical 4.6%
Industrials 4.0%
Healthcare 2.4%
Communication Services 1.8%
Consumer Defensive 0.7%
Energy 0.5%