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Portfolio (Quarterly) Guide ↗

Collaborative Fund Advisors, LLC

· CIK 0002132074
13F Portfolio $172M AUM 182 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 92 New 41 Added 49 Reduced 70 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HAL HALLIBURTON CO Energy 26,389 $1.0M 0.64% SOLD
22 EDIV STATE STREET SPDR S&P 25,944 $1.0M 0.63% SOLD
23 GILD GILEAD SCIENCES INC Healthcare 6,930 $966K 0.60% SOLD
24 VEU VANGUARD FTSE ALL WORLD E 11,986 $900K 0.56% SOLD
25 BAE SYSTEMS PLC 7,699 $897K 0.55% SOLD
26 HON HONEYWELL INTERNATIONAL Industrials 3,769 $852K 0.53% SOLD
27 FCX FREEPORT MCMORAN INC Basic Materials 13,481 $792K 0.49% SOLD
28 CVX CHEVRON CORP Energy 3,639 $753K 0.47% SOLD
29 FSLR FIRST SOLAR INC Energy 3,528 $696K 0.43% SOLD
30 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,600 $552K 0.34% SOLD
31 COHR COHERENT CORP Technology 1,974 $470K 0.29% SOLD
32 ROST ROSS STORES INC Consumer Cyclical 2,144 $464K 0.29% SOLD
33 USB U.S. BANCORP Financial Services 8,686 $452K 0.28% SOLD
34 ITT ITT INC Industrials 2,313 $441K 0.27% SOLD
35 CME CME GROUP INC Financial Services 1,492 $441K 0.27% SOLD
36 MNST MONSTER BEVERAGE CORP Consumer Defensive 5,959 $432K 0.27% SOLD
37 ICE INTERCONTINENTAL EXCHANGE Financial Services 2,735 $430K 0.27% SOLD
38 HUBB HUBBELL INC Industrials 856 $420K 0.26% SOLD
39 STAG STAG INDUSTRIAL INC Real Estate 11,597 $418K 0.26% SOLD
40 CUZ COUSINS PROPERTIES INC Real Estate 16,403 $370K 0.23% SOLD
Page 2 of 4  ·  70 positions
Sector Allocation
Technology 35.9%
Consumer Cyclical 12.2%
Financial Services 10.2%
Communication Services 9.1%
Healthcare 8.7%
Industrials 7.6%
Consumer Defensive 6.8%
Energy 3.6%
Basic Materials 3.1%
Real Estate 1.5%