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Portfolio (Quarterly) Guide ↗

Bonfire Financial

· CIK 0001762539
13F Portfolio $134M AUM 58 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 25 Added 15 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 1,783.0 $317K 0.24% +15.0 +0.8% $177.78 -22.9%
22 XOM EXXON MOBIL CORP Energy 2,398.0 $289K 0.21% +20.0 +0.8% $120.32 +29.9%
23 GOOG ALPHABET INC Communication Services 903.0 $283K 0.21% +36.0 +4.2% $313.69 +22.2%
24 JPM JPMORGAN CHASE & CO. Financial Services 866.0 $279K 0.21% +19.0 +2.2% $322.33 -6.0%
25 PFE PFIZER INC Healthcare 9,725.0 $242K 0.18% +260.0 +2.8% $24.90 +4.2%
Page 2 of 2  ·  25 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 39.6%
Financial Services 30.2%
Consumer Defensive 13.0%
Consumer Cyclical 6.8%
Healthcare 6.1%
Communication Services 2.2%
Energy 2.2%