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Portfolio (Quarterly) Guide ↗

Lionhunter Capital Management, LLC

· CIK 0002137268
13F Portfolio $222M AUM 109 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 109 New
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 12,698.0 $3.2M 1.45% NEW $253.97 +6.2%
22 JEPI J P MORGAN EXCHANGE TRADED F 53,401.0 $3.0M 1.36% NEW $56.48 +2.5%
23 ADP AUTOMATIC DATA PROCESSING IN Industrials 13,031.0 $2.9M 1.32% NEW $223.95 +22.2%
24 KRMD KORU MEDICAL SYSTEMS INC Healthcare 693,139.0 $2.9M 1.31% NEW $4.20 -19.0%
25 PG PROCTER & GAMBLE CO Consumer Defensive 19,648.0 $2.9M 1.30% NEW $146.64 -2.1%
26 KMI KINDER MORGAN INC DEL Energy 90,000.0 $2.9M 1.30% NEW $31.97 +3.1%
27 EXC EXELON CORP Utilities 56,700.0 $2.6M 1.19% NEW $46.62 -1.2%
28 RIGL RIGEL PHARMACEUTICALS INC Healthcare 63,045.0 $2.5M 1.11% NEW $39.12 +9.2%
29 VNDA VANDA PHARMACEUTICALS INC Healthcare 400,245.0 $2.4M 1.10% NEW $6.12 -13.1%
30 XBI SPDR SERIES TRUST 15,350.0 $2.4M 1.09% NEW $158.25 +0.4%
31 LIFE ETHOS TECHNOLOGIES INC Financial Services 128,000.0 $2.3M 1.05% NEW $18.14 +92.2%
32 XOM EXXON MOBIL CORP Energy 15,802.0 $2.2M 0.97% NEW $136.72 +20.2%
33 ABT ABBOTT LABORATORIES Healthcare 23,515.0 $2.1M 0.96% NEW $90.74 +24.3%
34 KO COCA COLA CO Consumer Defensive 25,870.0 $2.1M 0.95% NEW $81.27 +8.9%
35 V VISA INC Financial Services 6,026.0 $2.1M 0.93% NEW $343.09 +6.2%
36 GE GE AEROSPACE Industrials 5,528.0 $2.1M 0.93% NEW $373.73 -1.4%
37 MRK MERCK & CO INC Healthcare 14,789.0 $1.9M 0.86% NEW $128.50 +6.7%
38 NEE NEXTERA ENERGY INC Utilities 20,694.0 $1.8M 0.82% NEW $87.77 -1.3%
39 CB CHUBB LIMITED Financial Services 5,000.0 $1.7M 0.77% NEW $340.74 +2.2%
40 GEV GE VERNOVA INC Utilities 1,432.0 $1.7M 0.76% NEW $1174.86 -12.6%
Page 2 of 6  ·  109 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
Healthcare 22.9%
Industrials 14.9%
Technology 13.2%
Financial Services 13.0%
Utilities 10.8%
Consumer Cyclical 8.1%
Energy 8.1%
Consumer Defensive 4.4%
Communication Services 4.1%
Basic Materials 0.6%