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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CTSH COGNIZANT TECH SOLUTIONS Technology 3,922 $241K 0.15% SOLD
62 MLI MUELLER INDUSTRIES INC Industrials 2,168 $240K 0.15% SOLD
63 SRE SEMPRA ENERGY Utilities 2,457 $239K 0.15% SOLD
64 EPAM EPAM SYSTEMS INC Technology 1,741 $236K 0.15% SOLD
65 NTNX NUTANIX INC Technology 6,008 $228K 0.14% SOLD
66 SYNA SYNAPTICS INC Technology 3,205 $224K 0.14% SOLD
67 EXR EXTRA SPACE STORAGE INC Real Estate 1,669 $219K 0.14% SOLD
68 CMS CMS ENERGY CORP Utilities 2,742 $213K 0.13% SOLD
69 GSK GSK PLC Healthcare 3,731 $206K 0.13% SOLD
70 CSTM CONSTELLIUM SE Basic Materials 8,283 $204K 0.13% SOLD
Page 4 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%