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Portfolio (Quarterly) Guide ↗

Sanchez Gaunt Capital Management, LLC

· CIK 0002113492
13F Portfolio $179M AUM 189 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 3 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEI ISHS 3-7Y TRSY BD ETF 11,074.0 $1.3M 0.73% NEW $117.45 -1.1%
42 XLC COMMUNICATION SVCS SELECT SECTOR SPDR 11,585.0 $1.2M 0.69% NEW $107.13 +5.5%
43 TSM TAIWAN SEMICON MFG CO Technology 2,494.0 $1.2M 0.67% NEW $477.57 -12.6%
44 SPEM ST STR SPDR S&P EMG ETF 22,942.0 $1.2M 0.66% NEW $51.78 +1.9%
45 XLI INDL SEL SECTOR SPDR ETF 6,303.0 $1.2M 0.65% NEW $185.23 -4.4%
46 BNDX VANGUARD TOTAL INTL BOND ETF 23,840.0 $1.2M 0.65% NEW $48.43 -1.7%
47 SYF SYNCHRONY FINANCIAL Financial Services 14,977.0 $1.1M 0.64% NEW $76.05 +2.6%
48 NEM NEWMONT CORP Basic Materials 12,071.0 $1.1M 0.63% NEW $93.40 +37.0%
49 JPM JPMORGAN CHASE & CO Financial Services 3,286.0 $1.1M 0.60% NEW $327.33 +9.3%
50 FOXA FOX CORP Communication Services 18,839.0 $983K 0.55% NEW $52.16 +31.2%
51 VXF VNGRD EXTND MARKET ETF 3,989.0 $982K 0.55% NEW $246.20 -1.5%
52 UAL UNITED AIRLINES HOLDINGS Industrials 7,169.0 $975K 0.54% NEW $136.00 -18.7%
53 XLF FINL SEL SECT SPDR ETF 17,981.0 $964K 0.54% NEW $53.61 +8.4%
54 XLU UTILS SEL SECT SPDR ETF 20,723.0 $940K 0.53% NEW $45.34 -5.8%
55 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 18,513.0 $932K 0.52% NEW $50.37 -1.9%
56 FLOT ISHS FLTG RT BOND ETF 18,110.0 $925K 0.52% NEW $51.05 +0.0%
57 TFI ST STR NUV ICE MUNI ETF 20,155.0 $923K 0.52% NEW $45.80 -2.4%
58 T AT&T INC Communication Services 43,010.0 $890K 0.50% NEW $20.70 +25.6%
59 AVEM AVANTIS EMERGING MARKETS EQ ETF 9,046.0 $873K 0.49% NEW $96.49 -1.8%
60 JPMORGAN ULTRA SHORT INCOME ETF 17,035.0 $861K 0.48% NEW $50.57
Page 3 of 10  ·  189 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 31.7%
Financial Services 22.8%
Communication Services 13.3%
Consumer Cyclical 7.5%
Healthcare 5.3%
Industrials 5.0%
Basic Materials 3.5%
Consumer Defensive 3.0%
Real Estate 2.8%
Energy 2.7%