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Portfolio (Quarterly) Guide ↗

AUA CAPITAL MANAGEMENT, LLC

· CIK 0001706915
13F Portfolio $199M AUM 80 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 15 Added 5 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNILEVER PLC 19,539.0 $1.3M 0.64% NEW $65.40
2 KHC KRAFT HEINZ CO Consumer Defensive 27,014.0 $655K 0.33% NEW $24.25 -2.9%
3 TSLA TESLA INC Consumer Cyclical 735.0 $331K 0.17% NEW $449.72 -7.2%
4 MRK MERCK & CO INC Healthcare 2,030.0 $214K 0.11% NEW $105.26 +10.1%
5 WFC WELLS FARGO CO NEW Financial Services 2,163.0 $202K 0.10% NEW $93.20 -18.7%

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 57.5%
Technology 12.5%
Communication Services 8.6%
Consumer Cyclical 8.1%
Consumer Defensive 6.7%
Healthcare 2.2%
Industrials 2.1%
Basic Materials 1.3%
Energy 1.0%