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Portfolio (Quarterly) Guide ↗

Gifford Fong Associates

· CIK 0001740316
13F Portfolio $501M AUM 124 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 2 Added
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Q QNITY ELECTRONICS INC Technology 2,332.0 $190K 0.04% NEW $81.48 +87.8%
2 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,525.0 $171K 0.03% NEW $48.51 +74.1%

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 32.2%
Financial Services 21.1%
Communication Services 11.5%
Consumer Cyclical 8.3%
Industrials 8.3%
Healthcare 6.9%
Energy 5.0%
Consumer Defensive 3.7%
Utilities 1.8%
Basic Materials 0.6%