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Portfolio (Quarterly) Guide ↗

Artesa Financial Group, LLC

· CIK 0002109808
13F Portfolio $117M AUM 62 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 25 Added 12 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CSW INDUSTRIALS INC 4,231.0 $1.2M 1.01% NEW $278.31
2 INTC INTEL CORP Technology 3,089.0 $431K 0.37% NEW $139.61 -36.8%
3 ENFR ALPS ETF TR 8,485.0 $323K 0.28% NEW $38.10 +5.0%
4 CAT CATERPILLAR INC Industrials 279.0 $297K 0.25% NEW $1066.08 -22.9%
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 572.0 $273K 0.23% NEW $477.57 -12.5%
6 KMI KINDER MORGAN INC DEL Energy 8,142.0 $260K 0.22% NEW $31.97 +0.2%
7 MUB ISHARES TR 2,341.0 $252K 0.21% NEW $107.62 -2.0%
8 VOOG VANGUARD ADMIRAL FDS INC 2,893.0 $239K 0.20% NEW $82.61 +0.9%
9 QQQM INVESCO EXCH TRADED FD TR II 750.0 $227K 0.19% NEW $302.97 -3.3%
10 STM STMICROELECTRONICS N V Technology 2,775.0 $208K 0.18% NEW $74.89 -33.7%

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 61.2%
Technology 18.4%
Energy 9.1%
Consumer Cyclical 4.2%
Communication Services 2.0%
Healthcare 1.5%
Utilities 1.3%
Consumer Defensive 1.2%
Industrials 1.0%