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Portfolio (Quarterly) Guide ↗

Nepsis Inc.

· CIK 0001587643
13F Portfolio $299M AUM 29 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 4 Added 23 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EOG EOG RES INC Energy 99,041.0 $14.3M 4.80% NEW $144.57 -7.1%
2 PBR PETROLEO BRASILEIRO S A Energy 481,439.0 $10.0M 3.35% NEW $20.75 -8.6%

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 30.0%
Healthcare 26.4%
Technology 21.6%
Energy 15.8%
Real Estate 2.6%
Communication Services 2.5%
Utilities 1.2%