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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FTAI AVIATION LTD 989.0 $267K 0.33% NEW $270.17
102 EBND SPDR SERIES TRUST 12,679.0 $265K 0.32% +2K +23.5% $20.92 +1.9%
103 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,646.0 $263K 0.32% +167.0 +6.7% $99.30 -10.5%
104 BLK BLACKROCK INC Financial Services 254.0 $245K 0.30% +28.0 +12.4% $962.96 +22.2%
105 HUBB HUBBELL INC Industrials 445.0 $233K 0.28% NEW $522.84 -10.9%
106 IVV ISHARES TR 304.0 $228K 0.28% NEW $748.89 +2.7%
107 VOO VANGUARD INDEX FDS 328.0 $225K 0.27% NEW $686.81 +2.5%
108 CERY SPDR SERIES TRUST 6,474.0 $216K 0.26% NEW $33.43 +13.4%
109 COIN COINBASE GLOBAL INC Financial Services 1,468.0 $215K 0.26% +100.0 +7.3% $146.19 +26.9%
110 A AGILENT TECHNOLOGIES INC Healthcare 1,615.0 $215K 0.26% +90.0 +5.9% $132.84 +16.6%
111 LOGI LOGITECH INTL S A Technology 2,221.0 $209K 0.25% +129.0 +6.2% $94.04 +4.3%
112 CPRT COPART INC Industrials 7,376.0 $209K 0.25% +605.0 +8.9% $28.28 +17.3%
113 KKR KKR & CO INC 2,243.0 $206K 0.25% NEW $91.79
114 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 761.0 $200K 0.24% NEW $263.26 +37.7%
Page 6 of 6  ·  114 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%