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Portfolio (Quarterly) Guide ↗

46 Peaks LLC

· CIK 0002112665
13F Portfolio $159M AUM 30 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 30 New
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CFG CITIZENS FINL GROUP INC Financial Services 7,816.0 $548K 0.34% NEW $70.07 -0.5%
22 USMV ISHARES TR 3,831.0 $370K 0.23% NEW $96.46 +5.5%
23 MU MICRON TECHNOLOGY INC Technology 320.0 $369K 0.23% NEW $1154.29 -19.2%
24 GSIE GOLDMAN SACHS ETF TR 7,508.0 $343K 0.22% NEW $45.70 +5.0%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 7,000.0 $296K 0.19% NEW $42.34 +18.3%
26 MTD METTLER TOLEDO INTERNATIONAL Healthcare 219.0 $280K 0.18% NEW $1277.51 +9.5%
27 SIZE ISHARES TR 1,514.0 $270K 0.17% NEW $178.28 +3.1%
28 DRUP GRANITESHARES ETF TR 3,777.0 $235K 0.15% NEW $62.12 +13.5%
29 VGT VANGUARD WORLD FD 1,724.0 $206K 0.13% NEW $119.49 +0.5%
30 MBI MBIA INC Financial Services 19,398.0 $126K 0.08% NEW $6.52 -26.5%
Page 2 of 2  ·  30 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 34.6%
Healthcare 30.3%
Financial Services 24.4%
Communication Services 10.7%