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Portfolio (Quarterly) Guide ↗

Nepsis Inc.

· CIK 0001587643
13F Portfolio $295M AUM 28 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 10 Added 14 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NOW SERVICENOW INC Technology 140,346.0 $13.9M 4.73% NEW $99.28 +21.1%
2 XE X-ENERGY INC Industrials 370,212.0 $6.8M 2.31% NEW $18.36 +4.6%

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
Technology 33.2%
Financial Services 28.7%
Healthcare 21.7%
Energy 5.2%
Communication Services 4.2%
Real Estate 3.5%
Industrials 2.3%
Utilities 1.2%