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Portfolio (Quarterly) Guide ↗

BROOKTREE CAPITAL MANAGEMENT

· CIK 0001021296
13F Portfolio $150M AUM 41 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 Added 15 Reduced 1 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,000.0 $202K 0.13% $100.89 -1.7%
Page 3 of 3  ·  41 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 44.7%
Financial Services 30.1%
Healthcare 13.6%
Communication Services 6.9%
Industrials 1.9%
Consumer Cyclical 1.0%
Consumer Defensive 1.0%
Energy 0.9%