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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HCAT HEALTH CATALYST INC Healthcare 2,976,187.0 $5.9M 2.01% +1.1M +58.6% $1.99 -11.8%
22 PDM PIEDMONT REALTY TRUST INC Real Estate 483,316.0 $4.4M 1.50% +164K +51.3% $9.15 +2.7%
23 NHI NATIONAL HEALTH INVS INC Real Estate 40,769.0 $3.1M 1.05% -721.0 -1.7% $76.26 -3.3%
24 IRM IRON MTN INC DEL Real Estate 22,032.0 $2.8M 0.94% -498.0 -2.2% $126.31 +1.4%
25 SO SOUTHERN CO Utilities 24,895.0 $2.4M 0.81% -525.0 -2.1% $95.71 -3.3%
26 DUK DUKE ENERGY CORP NEW Utilities 8,611.0 $1.1M 0.37% -64.0 -0.7% $126.58 -1.3%
27 J P MORGAN EXCHANGE TRADED F 15,480.0 $783K 0.27% $50.57
28 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 29,646.0 $288K 0.10% +12K +68.0% $9.70 -3.0%
Page 2 of 2  ·  28 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 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%