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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $412M AUM 161 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 22 Added 24 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 1,300.0 $371K 0.09% NEW $285.53 +138.7%
2 WDC WESTERN DIGITAL CORP Technology 2,000.0 $345K 0.08% NEW $172.27 +166.3%
3 FEZ SPDR INDEX SHS FDS 4,000.0 $258K 0.06% NEW $64.39 +1.3%
4 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,149.0 $250K 0.06% NEW $48.58 +68.9%
5 MSTR STRATEGY INC Technology 500.0 $76K 0.02% NEW $151.95 +9.7%

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 40.6%
Technology 20.2%
Industrials 10.0%
Communication Services 8.6%
Healthcare 7.3%
Consumer Cyclical 6.7%
Utilities 2.4%
Energy 1.7%
Basic Materials 1.4%
Consumer Defensive 1.1%