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Portfolio (Quarterly) Guide ↗

Guilbault Capital LLC

· CIK 0002134737
13F Portfolio $100M AUM 73 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 10 Added 32 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PAVE GLOBAL X FDS 116,676.0 $6.9M 6.90% +1K +1.2% $58.92 -5.3%
2 XMMO INVESCO EXCHANGE TRADED FD T 31,670.0 $5.4M 5.41% +3K +9.5% $170.14 -8.6%
3 BXSL BLACKSTONE SECD LENDING FD Financial Services 102,419.0 $2.4M 2.44% +9K +9.2% $23.71 +4.7%
4 CLSE TRUST FOR PROFESSIONAL MANAG 52,756.0 $1.8M 1.81% +35K +205.6% $34.13 -2.4%
5 GPIQ GOLDMAN SACHS ETF TR 27,284.0 $1.6M 1.62% +9K +47.1% $59.31 -4.7%
6 ETON PHARMACEUTICALS INC 23,460.0 $849K 0.85% +235.0 +1.0% $36.20
7 PFFA ETFIS SER TR I 29,766.0 $612K 0.61% +7K +28.9% $20.57 +1.9%
8 JXN JACKSON FINANCIAL INC Financial Services 3,995.0 $409K 0.41% +150.0 +3.9% $102.39 +28.6%
9 NOBL PROSHARES TR 7,198.0 $404K 0.41% +3K +63.9% $56.16 +4.3%
10 FJUN FIRST TR EXCHNG TRADED FD VI 3,936.0 $236K 0.24% +63.0 +1.6% $59.95 +1.8%

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
Industrials 21.8%
Financial Services 19.9%
Consumer Defensive 15.4%
Communication Services 9.8%
Healthcare 9.3%
Technology 9.0%
Energy 6.9%
Consumer Cyclical 5.8%
Basic Materials 1.4%
Real Estate 0.8%