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Portfolio (Quarterly) Guide ↗

Clearwave Capital, LLC

· CIK 0002111821
13F Portfolio $146M AUM 146 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 66 Added 5 Reduced 13 Exited
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AXON AXON ENTERPRISE INC Industrials 497.0 $211K 0.14% -76.0 -13.3% $424.69 -8.2%
142 NEE NEXTERA ENERGY INC Utilities 2,271.0 $211K 0.14% NEW $92.89 -3.4%
143 VCIT VANGUARD SCOTTSDALE FDS 2,422.0 $200K 0.14% $82.76 -0.7%
144 VONG VANGUARD SCOTTSDALE FDS 1,824.0 $200K 0.14% NEW $109.67 +17.0%
145 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 13,060.0 $140K 0.10% $10.74 +14.2%
146 LWLG LIGHTWAVE LOGIC INC Basic Materials 13,500.0 $95K 0.07% NEW $7.03 +87.3%
Page 8 of 8  ·  146 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 39.4%
Communication Services 13.8%
Financial Services 8.5%
Industrials 8.3%
Consumer Cyclical 8.3%
Consumer Defensive 6.4%
Energy 5.1%
Utilities 4.7%
Healthcare 3.8%
Real Estate 1.0%