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Portfolio (Quarterly) Guide ↗

Entelevest, LLC

· CIK 0002109595
13F Portfolio $117M AUM 142 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 72 Added 30 Reduced 15 Exited
Page 6 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JNJ JOHNSON & JOHNSON Healthcare 905.0 $230K 0.20% +130.0 +16.8% $253.97 +6.3%
102 TLH ISHARES TR 2,140.0 $215K 0.18% -17.0 -0.8% $100.34 -2.6%
103 MTUM ISHARES TR 622.0 $213K 0.18% NEW $342.82 -11.3%
104 XLY SELECT SECTOR SPDR TR 1,815.0 $213K 0.18% NEW $117.30 -0.1%
105 CBOE CBOE GLOBAL MKTS INC Financial Services 877.0 $213K 0.18% NEW $242.67 +28.6%
106 EA ELECTRONIC ARTS INC Communication Services 1,006.0 $206K 0.18% -43.0 -4.1% $205.04 +2.3%
107 UNH UNITEDHEALTH GROUP INC Healthcare 496.0 $206K 0.18% NEW $415.63 -3.5%
108 DUK DUKE ENERGY CORP NEW Utilities 1,625.0 $206K 0.18% NEW $126.56 -3.7%
109 RTX RTX CORPORATION Industrials 1,072.0 $203K 0.17% NEW $189.73 +11.7%
110 GSLC GOLDMAN SACHS ETF TR 1,433.0 $203K 0.17% NEW $141.92 +3.2%
111 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 630.0 $200K 0.17% $317.53 -8.7%
112 COP CONOCOPHILLIPS Energy 1,832.0 $190K 0.16% +86.0 +4.9% $103.96 +25.6%
113 MSFT CALL MICROSOFT CORP Technology 500.0 $187K 0.16% -400.0 -44.4% $373.02 +33.1%
114 PLTR PALANTIR TECHNOLOGIES INC Technology 1,580.0 $184K 0.16% +238.0 +17.7% $116.67 +52.1%
115 CEG CONSTELLATION ENERGY CORP Utilities 737.0 $183K 0.16% NEW $248.37 +12.5%
116 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 500.0 $159K 0.14% $317.53 -8.7%
117 MA PUT MASTERCARD INCORPORATED Financial Services 300.0 $154K 0.13% $513.60 +16.5%
118 QQQM PUT INVESCO EXCH TRADED FD TR II 500.0 $151K 0.13% NEW $302.97 -3.3%
119 AMZN CALL AMAZON COM INC Consumer Cyclical 500.0 $119K 0.10% +100.0 +25.0% $238.34 +9.2%
120 MU CALL MICRON TECHNOLOGY INC Technology 100.0 $115K 0.10% NEW $1154.29 -18.7%
Page 6 of 8  ·  142 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 44.6%
Financial Services 13.5%
Consumer Cyclical 11.5%
Communication Services 11.2%
Industrials 5.4%
Healthcare 5.3%
Utilities 4.4%
Consumer Defensive 2.6%
Energy 1.4%