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Portfolio (Quarterly) Guide ↗

Portfolio Strategies, Inc.

· CIK 0001753271
13F Portfolio $864M AUM 60 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 15 Added 29 Reduced 5 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LIN LINDE PLC Basic Materials 1,273.0 $543K 0.06% $426.39 +17.7%
42 GLD SPDR GOLD TR Financial Services 1,325.0 $525K 0.06% -12.0 -0.9% $396.44 +4.1%
43 BAR GRANITESHARES GOLD TR Financial Services 11,123.0 $473K 0.06% -190.0 -1.7% $42.49 +4.2%
44 XOM EXXON MOBIL CORP Energy 3,372.0 $406K 0.05% +348.0 +11.5% $120.33 +22.9%
45 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,454.0 $373K 0.04% $68.36 -16.7%
46 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 42,066.0 $371K 0.04% -409.0 -1.0% $8.82 -3.4%
47 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,351.0 $348K 0.04% $257.23 -14.5%
48 AVGO BROADCOM INC Technology 984.0 $341K 0.04% +5.0 +0.5% $346.10 +23.3%
49 LMT LOCKHEED MARTIN CORP Industrials 701.0 $339K 0.04% $483.67 +11.1%
50 NBTB NBT BANCORP INC Financial Services 7,628.0 $317K 0.04% $41.52 +11.4%
51 SPY SPDR S&P 500 ETF TR Financial Services 458.0 $312K 0.04% +21.0 +4.8% $682.12 +10.6%
52 JEPQ J P MORGAN EXCHANGE TRADED F 5,223.0 $304K 0.04% +198.0 +3.9% $58.12 +4.9%
53 NVDA NVIDIA CORPORATION Technology 1,581.0 $295K 0.03% -27.0 -1.7% $186.51 +14.9%
54 MA MASTERCARD INCORPORATED Financial Services 508.0 $290K 0.03% $571.19 -13.6%
55 BCPC BALCHEM CORP Basic Materials 1,885.0 $289K 0.03% $153.36 +4.5%
56 VOO VANGUARD INDEX FDS 452.0 $284K 0.03% +101.0 +28.8% $627.45 +10.6%
57 COOPER COS INC 2,992.0 $245K 0.03% $81.95
58 ICSH ISHARES TR 4,369.0 $221K 0.03% -219.0 -4.8% $50.58 +0.0%
59 BTAI BIOXCEL THERAPEUTICS INC Healthcare 12,178.0 $19K 0.00% NEW $1.60 -21.3%
60 SMARTKEM INC 15,054.0 $16K 0.00% $1.07
Page 3 of 3  ·  60 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 83.4%
Technology 8.0%
Communication Services 3.1%
Consumer Cyclical 1.6%
Consumer Defensive 1.3%
Basic Materials 1.1%
Industrials 0.9%
Energy 0.6%
Healthcare 0.0%