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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HD HOME DEPOT INC Consumer Cyclical 1,602.0 $527K 0.23% $328.89 -2.7%
102 GLQ CLOUGH GLOBAL EQUITY FD Financial Services 66,015.0 $497K 0.21% -7K -10.2% $7.53 +13.3%
103 INTC INTEL CORP Technology 11,017.0 $486K 0.21% $44.13 +174.4%
104 DOV DOVER CORP Industrials 2,288.0 $477K 0.20% $208.45 +1.9%
105 CSX CSX CORP Industrials 11,272.0 $463K 0.20% $41.05 +12.7%
106 JNJ JOHNSON & JOHNSON Healthcare 1,839.0 $450K 0.19% $244.49 -5.3%
107 BRW SABA CAPITAL INCOME & OPRNT Financial Services 65,333.0 $440K 0.19% $6.74 +0.3%
108 MEM MATTHEWS ASIA FDS 11,700.0 $435K 0.18% $37.14 +22.5%
109 QTUM ETF SER SOLUTIONS 4,042.0 $434K 0.18% -115.0 -2.8% $107.31 +48.8%
110 CSCO CISCO SYS INC Technology 5,554.0 $431K 0.18% $77.60 +53.5%
111 WIA WESTERN ASSET INFLT LNK INC Financial Services 53,254.0 $430K 0.18% $8.08 +0.7%
112 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 6,300.0 $423K 0.18% $67.07 +21.0%
113 NUVEEN PA INVT QUALITY MUN F 34,440.0 $411K 0.17% $11.93
114 ARTY ISHARES TR 8,778.0 $408K 0.17% -241.0 -2.7% $46.53 +57.0%
115 VWO VANGUARD INTL EQUITY INDEX F 7,107.0 $384K 0.16% $54.05 +11.2%
116 CXH MFS INVT GRADE MUN TR Financial Services 47,998.0 $384K 0.16% -38K -44.4% $7.99 -5.6%
117 BOEING CO 5,900.0 $383K 0.16% $64.88
118 PLTR PALANTIR TECHNOLOGIES INC Technology 2,600.0 $380K 0.16% -2K -43.7% $146.28 -4.6%
119 IWD ISHARES TR 1,764.0 $377K 0.16% $213.71 +11.7%
120 ASML ASML HLDG NV Technology 285.0 $376K 0.16% NEW $1320.83 +22.7%
Page 6 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%