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Portfolio (Quarterly) Guide ↗

PCB Capital LLC

· CIK 0002123661
13F Portfolio $82M AUM 209 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 75 Added 15 Reduced 6 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CERY SPDR SERIES TRUST 6,474.0 $216K 0.26% NEW $33.43 +13.6%
22 KKR KKR & CO INC 2,243.0 $206K 0.25% NEW $91.79
23 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 761.0 $200K 0.24% NEW $263.26 +37.2%
Page 2 of 2  ·  23 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 30.0%
Financial Services 13.2%
Industrials 13.0%
Healthcare 10.4%
Consumer Cyclical 10.4%
Communication Services 8.5%
Consumer Defensive 6.9%
Energy 5.4%
Utilities 1.1%
Basic Materials 1.1%