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Portfolio (Quarterly) Guide ↗

Notis-McConarty Edward

· CIK 0001592616
13F Portfolio $201M AUM 182 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 12 Added 27 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WCN WASTE CONNECTIONS INC NEW Industrials 3,508.0 $570K 0.28% NEW $162.44 -5.4%

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 29.4%
Healthcare 19.9%
Industrials 16.3%
Consumer Cyclical 9.4%
Financial Services 8.6%
Communication Services 6.9%
Consumer Defensive 4.4%
Energy 3.8%
Utilities 0.9%
Basic Materials 0.3%