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Portfolio (Quarterly) Guide ↗

Broadhurst Jeffrey B

· CIK 0002114882
13F Portfolio $97.6B AUM 41 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 1 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASPI ASP Isotopes Inc. - Common Stock Basic Materials 10,000.0 $44K 0.04% NEW $4.42 +31.2%
Page 3 of 3  ·  41 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
Financial Services 70.3%
Technology 22.8%
Consumer Cyclical 5.9%
Basic Materials 1.0%