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Portfolio (Quarterly) Guide ↗

Belpointe Asset Management LLC

· CIK 0001721242
13F Portfolio $3.1B AUM 1,121 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1121 New
Page 57 of 57  ·  1,121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CALIDI BIOTHERAPEUTICS INC 19,921.0 $3K NEW $0.17
Page 57 of 57  ·  1,121 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
Technology 29.8%
Financial Services 26.3%
Consumer Cyclical 8.4%
Industrials 8.0%
Communication Services 7.2%
Healthcare 6.8%
Consumer Defensive 4.1%
Energy 3.3%
Utilities 2.4%
Real Estate 1.9%