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Portfolio (Quarterly) Guide ↗

Fullerton Advisors, LLC

· CIK 0002108355
13F Portfolio $107M AUM 54 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 25 Added 19 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 3,443.0 $481K 0.45% NEW $139.63 -37.3%
2 MU MICRON TECHNOLOGY INC Technology 297.0 $343K 0.32% NEW $1156.08 -19.3%
3 SPACE EXPLORATION TECHN CORP 1,220.0 $208K 0.20% NEW $170.79

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 67.0%
Consumer Cyclical 14.9%
Communication Services 10.6%
Financial Services 7.6%