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Portfolio (Quarterly) Guide ↗

Diesslin Group, Inc.

· CIK 0002108559
13F Portfolio $259M AUM 59 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 59 New
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 1,050.0 $371K 0.14% NEW $353.43
42 PRF INVESCO EXCHANGE TRADED FD T 6,488.0 $351K 0.14% NEW $54.03 +4.3%
43 COP CONOCOPHILLIPS Energy 3,323.0 $345K 0.13% NEW $103.97 +29.1%
44 INTC INTEL CORP Technology 2,212.0 $309K 0.12% NEW $139.63 -31.4%
45 MBSX ADVISOR MANAGED PORTFOLIOS 10,927.0 $298K 0.12% NEW $27.31 -1.9%
46 AMD ADVANCED MICRO DEVICES INC Technology 511.0 $297K 0.12% NEW $580.91 -17.8%
47 A AGILENT TECHNOLOGIES INC Healthcare 2,160.0 $287K 0.11% NEW $132.83 +13.6%
48 ALAB ASTERA LABS INC Technology 521.0 $252K 0.10% NEW $483.02 -35.7%
49 TSLA TESLA INC Consumer Cyclical 585.0 $246K 0.10% NEW $420.60 -15.8%
50 SDY SPDR SERIES TRUST 1,490.0 $227K 0.09% NEW $152.18 +2.4%
51 USMV ISHARES TR 2,337.0 $225K 0.09% NEW $96.46 +4.5%
52 CVX CHEVRON CORPORATION Energy 1,335.0 $221K 0.09% NEW $165.76 +25.8%
53 VO VANGUARD INDEX FDS 2,701.0 $218K 0.08% NEW $80.58 +2.1%
54 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,479.0 $216K 0.08% NEW $33.29 +35.9%
55 FJUL FIRST TR EXCHNG TRADED FD VI 3,598.0 $214K 0.08% NEW $59.54 +3.1%
56 WPC WP CAREY INC Real Estate 2,846.0 $203K 0.08% NEW $71.50 -1.6%
57 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 12,501.0 $99K 0.04% NEW $7.88 -7.0%
58 NEXT NEXTDECADE CORP Energy 10,000.0 $75K 0.03% NEW $7.54 -2.7%
59 PVL PERMIANVILLE RTY TR Energy 27,715.0 $47K 0.02% NEW $1.69 +8.9%
Page 3 of 3  ·  59 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 68.1%
Technology 11.2%
Consumer Defensive 7.0%
Energy 4.9%
Healthcare 3.2%
Industrials 2.4%
Consumer Cyclical 2.2%
Communication Services 0.7%
Real Estate 0.3%