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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 7 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFIV DIMENSIONAL ETF TRUST 7,000.0 $369K 0.16% $52.78 +4.9%
122 DFAC DIMENSIONAL ETF TRUST 9,503.0 $369K 0.16% $38.86 +12.8%
123 BE BLOOM ENERGY CORP Industrials 2,700.0 $366K 0.16% NEW $135.49 +114.2%
124 IONQ IONQ INC Technology 12,495.0 $360K 0.15% +1K +9.6% $28.83 +132.9%
125 CMU MFS HIGH YIELD MUN TR Financial Services 98,712.0 $353K 0.15% -163K -62.4% $3.58 -7.0%
126 IVV ISHARES TR 538.0 $351K 0.15% $653.21 +15.4%
127 BK BANK NEW YORK MELLON CORP Financial Services 2,940.0 $349K 0.15% $118.63 +18.0%
128 QQQ INVESCO QQQ TR Financial Services 602.0 $348K 0.15% -227.0 -27.4% $577.57 +26.1%
129 GD GENERAL DYNAMICS CORP Industrials 1,000.0 $343K 0.15% $343.22 +0.9%
130 PFE PFIZER INC Healthcare 12,201.0 $343K 0.15% +539.0 +4.6% $28.08 -7.2%
131 VSS VANGUARD INTL EQUITY INDEX F 2,337.0 $341K 0.14% $145.79 +9.5%
132 WVE WAVE LIFE SCIENCES LTD Healthcare 46,723.0 $339K 0.14% +5K +10.7% $7.25 -12.4%
133 IWF ISHARES TR 785.0 $335K 0.14% -110.0 -12.3% $426.40 -70.4%
134 PRCT PROCEPT BIOROBOTICS CORP Healthcare 13,336.0 $334K 0.14% -5K -26.2% $25.01 +5.9%
135 AIR AAR CORP Industrials 3,000.0 $328K 0.14% -3K -50.0% $109.46 +3.2%
136 DFAE DIMENSIONAL ETF TRUST 9,687.0 $328K 0.14% $33.86 +18.0%
137 VUG VANGUARD INDEX FDS 747.0 $326K 0.14% $436.79 -79.8%
138 VGT VANGUARD WORLD FD 461.0 $321K 0.14% +37.0 +8.7% $697.18 -83.1%
139 VCSH VANGUARD SCOTTSDALE FDS 4,000.0 $317K 0.14% $79.27 -0.3%
140 FLIA FRANKLIN TEMPLETON ETF TR 15,600.0 $316K 0.14% $20.26 +0.6%
Page 7 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%