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Portfolio (Quarterly) Guide ↗

Tannin Capital LLC

· CIK 0002110834
13F Portfolio $152M AUM 169 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 55 Added 70 Reduced 10 Exited
Page 1 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CLIP GLOBAL X FDS 57,295.0 $5.7M 3.78% -23K -28.8% $100.34 +0.0%
2 JPM JPMORGAN CHASE & CO Financial Services 16,711.0 $5.5M 3.60% -177.0 -1.1% $327.33 +9.3%
3 AAPL APPLE INC Technology 18,390.0 $5.3M 3.50% -1K -5.8% $289.37 +10.5%
4 GOOGL ALPHABET INC Communication Services 12,833.0 $4.6M 3.01% -651.0 -4.8% $357.37 -3.0%
5 VOO VANGUARD INDEX FDS 5,385.0 $3.7M 2.43% -312.0 -5.5% $686.81 +3.0%
6 GS GOLDMAN SACHS GROUP INC Financial Services 3,303.0 $3.3M 2.20% -189.0 -5.4% $1011.51 +2.2%
7 ABBV ABBVIE INC Healthcare 12,795.0 $3.2M 2.12% -219.0 -1.7% $251.64 +1.5%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,214.0 $2.4M 1.58% -235.0 -6.8% $746.77 +3.0%
9 V VISA INC Financial Services 5,519.0 $1.9M 1.24% -412.0 -7.0% $343.09 +11.2%
10 VTI VANGUARD INDEX FDS 4,905.0 $1.8M 1.19% -213.0 -4.2% $370.06 +2.5%
11 VT VANGUARD INTL EQUITY INDEX F 11,424.0 $1.8M 1.18% -578.0 -4.8% $156.95 +2.6%
12 CSCO CISCO SYS INC Technology 14,596.0 $1.7M 1.13% -3K -18.4% $117.46 -6.4%
13 IWD ISHARES TR 6,629.0 $1.6M 1.06% -177.0 -2.6% $242.43 +6.6%
14 GOOG ALPHABET INC 4,479.0 $1.6M 1.04% -232.0 -4.9% $353.31
15 IJH ISHARES TR 19,070.0 $1.5M 0.97% -838.0 -4.2% $77.11 -1.8%
16 BERKSHIRE HATHAWAY INC DEL 2,661.0 $1.3M 0.88% -178.0 -6.3% $500.39
17 DIVO AMPLIFY ETF TR 28,576.0 $1.3M 0.86% -2K -7.7% $45.70 +6.0%
18 INTC INTEL CORP Technology 9,092.0 $1.3M 0.83% -3K -25.5% $139.63 -35.9%
19 DIA STATE STR SPDR DOW JONES IND Financial Services 2,416.0 $1.3M 0.83% -140.0 -5.5% $522.39 +2.4%
20 WMT WALMART INC Consumer Defensive 11,053.0 $1.3M 0.82% -1K -11.8% $113.26 -9.0%
Page 1 of 4  ·  70 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 28.1%
Financial Services 24.3%
Industrials 10.9%
Healthcare 9.3%
Communication Services 8.1%
Consumer Cyclical 6.9%
Consumer Defensive 5.3%
Energy 4.2%
Utilities 2.2%
Basic Materials 0.6%