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Portfolio (Quarterly) Guide ↗

Outlook Capital Management, LLC

· CIK 0002149913
13F Portfolio $310M AUM 42 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 42 New
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 3.0 $811.0 NEW $270.33 -3.3%
42 DIS DISNEY WALT CO Communication Services 7.0 $674.0 NEW $96.29 +11.9%
Page 3 of 3  ·  42 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
Technology 73.6%
Industrials 15.8%
Basic Materials 6.0%
Energy 3.2%
Financial Services 1.2%
Healthcare 0.1%
Utilities 0.0%
Communication Services 0.0%
Real Estate 0.0%
Consumer Cyclical 0.0%