Portfolio (Quarterly) Guide ↗

Prota Financial, LLC

· CIK 0002126257

13F Portfolio $152M AUM 70 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 7 New 26 Added 33 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	J P MORGAN EXCHANGE TRADED F	—	4,637	$235K	0.17%	SOLD
2	HD	HOME DEPOT INC	Consumer Cyclical	658	$216K	0.16%	SOLD
3	KKR	KKR & CO INC	—	2,219	$205K	0.15%	SOLD
4	USFR	WISDOMTREE TR	—	3,987	$201K	0.14%	SOLD

Sector Allocation

Technology 30.1%

Financial Services 28.7%

Industrials 14.3%

Consumer Defensive 9.8%

Healthcare 5.6%

Consumer Cyclical 4.2%

Communication Services 3.2%

Utilities 2.4%

Energy 1.7%