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Portfolio (Quarterly) Guide ↗

RED REEF ADVISORS LLC

· CIK 0002122970
13F Portfolio $96M AUM 179 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 45 Added 56 Reduced 7 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMGF ISHARES INC 2,969.0 $179K 0.19% +376.0 +14.5% $60.43 +15.4%
42 SPSB SPDR SERIES TRUST 5,513.0 $166K 0.17% +39.0 +0.7% $30.07 -0.4%
43 USMV ISHARES TR 1,700.0 $158K 0.17% +263.0 +18.3% $92.73 +3.5%
44 PFF ISHARES TR 686.0 $21K 0.02% +4.0 +0.6% $30.34 +2.7%
45 SCHH SCHWAB STRATEGIC TR 241.0 $5K 0.01% +2.0 +0.8% $21.45 +8.4%
Page 3 of 3  ·  45 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 40.2%
Financial Services 15.8%
Industrials 11.5%
Consumer Cyclical 11.2%
Communication Services 8.7%
Healthcare 7.2%
Utilities 2.8%
Basic Materials 1.2%
Consumer Defensive 0.9%
Energy 0.5%