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Portfolio (Quarterly) Guide ↗

Clearwave Capital, LLC

· CIK 0002111821
13F Portfolio $181M AUM 166 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 75 Added 26 Reduced 3 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE FINL CORP Financial Services 1,019.0 $204K 0.11% NEW $200.55 +7.5%
22 VOOG VANGUARD ADMIRAL FDS INC 2,466.0 $204K 0.11% NEW $82.63 +1.9%
23 PFF ISHARES TR 6,594.0 $201K 0.11% NEW $30.49 +0.2%
Page 2 of 2  ·  23 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 46.9%
Communication Services 10.6%
Industrials 9.3%
Financial Services 8.8%
Consumer Cyclical 7.5%
Consumer Defensive 5.0%
Utilities 4.0%
Healthcare 3.7%
Energy 2.8%
Real Estate 0.7%