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Portfolio (Quarterly) Guide ↗

Guilbault Capital LLC

· CIK 0002134737
13F Portfolio $89M AUM 62 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLUE OWL CAPITAL CORPORATION 11,000.0 $137K 0.15% NEW $12.43
62 ABR ARBOR REALTY TRUST INC Real Estate 13,141.0 $102K 0.11% NEW $7.76 -25.4%
Page 4 of 4  ·  62 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
Financial Services 21.0%
Industrials 18.4%
Consumer Defensive 13.0%
Technology 11.1%
Communication Services 10.6%
Healthcare 8.5%
Consumer Cyclical 7.5%
Energy 4.7%
Basic Materials 2.6%
Real Estate 2.5%