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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 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 1,043,497.0 $13.4M 11.41% -71K -6.3% $12.80 -4.1%
2 XLB SELECT SECTOR SPDR TR 62,829.0 $3.2M 2.73% -2K -3.1% $50.83 +4.8%
3 VHT VANGUARD WORLD FD 8,711.0 $2.6M 2.23% -158.0 -1.8% $299.00 +8.6%
4 MSFT MICROSOFT CORP Technology 3,864.0 $1.4M 1.23% -96.0 -2.4% $373.03 +34.4%
5 AMZN AMAZON COM INC Consumer Cyclical 5,476.0 $1.3M 1.11% -80.0 -1.4% $238.34 +7.6%
6 AAPL APPLE INC Technology 3,462.0 $1.0M 0.86% -393.0 -10.2% $289.33 +8.8%
7 MU MICRON TECHNOLOGY INC Technology 675.0 $779K 0.67% -126.0 -15.7% $1154.29 -20.8%
8 SHEL SHELL PLC Energy 8,519.0 $661K 0.56% -999.0 -10.5% $77.54 +16.5%
9 EPD ENTERPRISE PRODS PARTNERS L 15,691.0 $577K 0.49% -960.0 -5.8% $36.76
10 ET ENERGY TRANSFER L P Energy 23,374.0 $447K 0.38% -837.0 -3.5% $19.12 +11.2%
11 WMT WALMART INC Consumer Defensive 3,222.0 $365K 0.31% -100.0 -3.0% $113.28 -9.3%
12 DBP INVESCO DB MULTI-SECTOR COMM Financial Services 3,759.0 $348K 0.30% -34.0 -0.9% $92.47 +15.1%

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%