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Portfolio (Quarterly) Guide ↗

Matisse Capital

· CIK 0001668256
13F Portfolio $234M AUM 190 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 28 Added 28 Reduced 16 Exited
Page 3 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 10,474.0 $1.8M 0.76% $169.66 -11.7%
42 GOOG ALPHABET INC Communication Services 6,140.0 $1.8M 0.75% +300.0 +5.1% $286.86 +34.2%
43 VFL ABRDN NATL MUN INCOME FD Financial Services 174,693.0 $1.7M 0.74% $9.96 +1.7%
44 DISV DIMENSIONAL ETF TRUST 44,100.0 $1.7M 0.74% $39.44 +7.7%
45 NBXG NEUBERGER NEXT GENERATION Financial Services 129,790.0 $1.7M 0.71% $12.87 +25.6%
46 BERKSHIRE HATHAWAY INC DEL 3,480.0 $1.7M 0.71% +390.0 +12.6% $479.13
47 NUVEEN CR STRATEGIES INCOME 314,469.0 $1.5M 0.65% +144K +84.7% $4.87
48 NVDA NVIDIA CORPORATION Technology 8,738.0 $1.5M 0.65% $174.40 +21.9%
49 JEPI J P MORGAN EXCHANGE TRADED F 25,443.0 $1.4M 0.61% +17K +190.3% $56.68 -0.7%
50 GLV CLOUGH GLOBAL DIVID & INCOME Financial Services 240,785.0 $1.4M 0.61% $5.92 +6.3%
51 JPM JPMORGAN CHASE & CO Financial Services 4,837.0 $1.4M 0.61% -104.0 -2.1% $294.17 +1.7%
52 DFEV DIMENSIONAL ETF TRUST 39,760.0 $1.4M 0.61% $35.78 +19.4%
53 ETN EATON CORP PLC Industrials 3,959.0 $1.4M 0.60% $357.67 +13.6%
54 FMN FEDERATED HERMES PREM MUNI I Financial Services 128,815.0 $1.4M 0.60% $10.93 +3.1%
55 NBH NEUBERGER MUN FD INC Financial Services 135,900.0 $1.4M 0.59% $10.15 +2.1%
56 EMB ISHARES TR 14,355.0 $1.3M 0.57% $93.93 +2.2%
57 WMT WALMART INC Consumer Defensive 10,628.0 $1.3M 0.56% $124.28 -4.6%
58 EEM ISHARES TR 22,990.0 $1.3M 0.56% $56.79 +20.4%
59 JCI JOHNSON CONTROLS INTERNATION Industrials 9,705.0 $1.3M 0.54% $130.95 +5.5%
60 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,273.0 $1.3M 0.54% -26.0 -2.0% $996.20 +0.8%
Page 3 of 9  ·  164 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
Financial Services 62.7%
Technology 15.6%
Industrials 5.4%
Communication Services 4.3%
Consumer Cyclical 4.0%
Consumer Defensive 2.4%
Healthcare 2.0%
Utilities 1.7%
Energy 1.4%
Basic Materials 0.6%