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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 5 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 THNQ EXCHANGE TRADED CONCEPTS TRU 12,032.0 $710K 0.30% +3K +32.4% $59.01 +45.7%
82 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,534.0 $694K 0.30% NEW $125.46 -0.7%
83 DGS WISDOMTREE TR 11,518.0 $692K 0.29% $60.10 +8.6%
84 BSV VANGUARD BD INDEX FDS 8,813.0 $691K 0.29% +4K +81.9% $78.41 -0.5%
85 LMT LOCKHEED MARTIN CORP Industrials 1,139.0 $688K 0.29% $604.39 -11.5%
86 VOO VANGUARD INDEX FDS 1,148.0 $686K 0.29% +10.0 +0.9% $597.62 +15.4%
87 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 71,419.0 $686K 0.29% NEW $9.60 +4.2%
88 VFH VANGUARD WORLD FD 5,611.0 $678K 0.29% -200.0 -3.4% $120.81 +4.2%
89 MA MASTERCARD INCORPORATED Financial Services 1,347.0 $673K 0.29% $499.66 -1.6%
90 EMLC VANECK ETF TRUST 24,900.0 $625K 0.27% $25.11 +1.4%
91 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 49,190.0 $622K 0.27% $12.65 +4.0%
92 CEE CENTRAL & EASTERN EUROPE FD Financial Services 33,995.0 $622K 0.27% $18.30 +16.2%
93 VST VISTRA CORP Utilities 4,050.0 $609K 0.26% NEW $150.33 +6.0%
94 QCOM QUALCOMM INC Technology 4,727.0 $609K 0.26% $128.78 +82.9%
95 SPY STATE STR SPDR S&P 500 ETF T Financial Services 883.0 $574K 0.24% -84.0 -8.7% $650.59 +15.3%
96 UNP UNION PAC CORP Industrials 2,296.0 $557K 0.24% $242.62 +9.9%
97 MINV MATTHEWS ASIA FDS 14,447.0 $550K 0.23% -576.0 -3.8% $38.04 +47.2%
98 JEPQ J P MORGAN EXCHANGE TRADED F 9,724.0 $540K 0.23% +1K +12.3% $55.52 +9.4%
99 SPRY ARS PHARMACEUTICALS INC Healthcare 67,229.0 $540K 0.23% +12K +21.0% $8.03 +11.6%
100 CVX CHEVRON CORPORATION Energy 2,557.0 $529K 0.23% $206.90 -11.1%
Page 5 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%