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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 3 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ED CONSOLIDATED EDISON INC Utilities 13,513.0 $1.5M 0.67% NEW $110.63 -1.4%
42 CAH CARDINAL HEALTH INC Healthcare 6,117.0 $1.5M 0.66% NEW $237.56 -0.3%
43 PEP PEPSICO INC Consumer Defensive 10,675.0 $1.4M 0.65% NEW $135.40 +3.5%
44 PFE PFIZER INC Healthcare 56,887.0 $1.4M 0.62% NEW $24.08 +13.1%
45 TLSI TRISALUS LIFE SCIENCES INC Healthcare 300,275.0 $1.4M 0.62% NEW $4.55 +18.7%
46 GLW CORNING INC Technology 5,076.0 $1.3M 0.58% NEW $255.43 -37.5%
47 ZAP GLOBAL X FDS 37,000.0 $1.3M 0.58% NEW $34.61 -4.9%
48 SO SOUTHERN CO Utilities 13,367.0 $1.3M 0.58% NEW $95.71 -3.5%
49 CVX CHEVRON CORPORATION Energy 7,281.0 $1.2M 0.54% NEW $165.76 +23.2%
50 ABBV ABBVIE INC Healthcare 4,730.0 $1.2M 0.54% NEW $251.64 +2.4%
51 AZN ASTRAZENECA PLC Healthcare 6,000.0 $1.1M 0.51% NEW $189.62 -15.6%
52 MDT MEDTRONIC PLC Healthcare 14,104.0 $1.1M 0.50% NEW $78.23 +18.3%
53 NOBL PROSHARES TR 18,456.0 $1.0M 0.47% NEW $56.16 +3.9%
54 AEP AMERICAN ELEC PWR CO INC Utilities 7,275.0 $995K 0.45% NEW $136.81 -7.3%
55 Q QNITY ELECTRONICS INC Technology 5,490.0 $897K 0.40% NEW $163.31 -18.6%
56 MRVL MARVELL TECHNOLOGY INC Technology 3,000.0 $894K 0.40% NEW $297.89 -27.9%
57 CSX CSX CORP Industrials 18,626.0 $885K 0.40% NEW $47.53 +6.0%
58 COP CONOCOPHILLIPS Energy 8,307.0 $864K 0.39% NEW $103.96 +24.5%
59 CL COLGATE PALMOLIVE CO Consumer Defensive 9,018.0 $827K 0.37% NEW $91.68 -0.3%
60 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 24,000.0 $816K 0.37% NEW $34.00 -0.2%
Page 3 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%