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Portfolio (Quarterly) Guide ↗

Zeit Capital LLC

· CIK 0001808163
13F Portfolio $149M AUM 53 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 11 Added 12 Reduced
Page 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY Healthcare 600.0 $552K 0.37% NEW $919.77 +15.8%
2 BMY BRISTOL MYERS Healthcare 2,028.0 $412K 0.28% NEW $203.29 -70.8%
3 AAPL APPLE Technology 910.0 $231K 0.15% NEW $253.79 +21.7%
4 AMX AMERICA MOVIL Communication Services 5,244.0 $134K 0.09% NEW $25.48 +2.6%
5 IBM IBM Technology 450.0 $109K 0.07% NEW $242.39 +4.7%
6 AMAT APPLIED MATERIALS Technology 300.0 $103K 0.07% NEW $341.79 +26.4%
7 DVY ISHARES 674.0 $102K 0.07% NEW $151.41 +2.9%
8 MMM 3M CO Industrials 600.0 $87K 0.06% NEW $145.23 +5.0%
9 PG PROCTER & GAMBLE Consumer Defensive 600.0 $87K 0.06% NEW $144.44 +0.0%
10 PEP PEPSI Consumer Defensive 500.0 $78K 0.05% NEW $155.29 -3.0%
11 INTC INTEL Technology 1,450.0 $64K 0.04% NEW $44.13 +171.6%
12 T AT&T Communication Services 1,874.0 $54K 0.04% NEW $28.99 -12.9%
13 IVV ISHARES 70.0 $46K 0.03% NEW $653.21 +14.7%
14 HD HOME DEPOT Consumer Cyclical 74.0 $24K 0.02% NEW $328.89 -4.8%
15 AMGN AMGEN Healthcare 62.0 $22K 0.01% NEW $351.85 -3.6%
16 PI IMPINJI Technology 200.0 $21K 0.01% NEW $102.70 +45.8%
17 CSCO CISCO Technology 250.0 $19K 0.01% NEW $77.59 +55.2%
18 COHU COHU Technology 500.0 $15K 0.01% NEW $30.62 +52.0%
19 ABT ABBOT LABS Healthcare 116.0 $12K 0.01% NEW $102.67 -14.9%
20 SOLV SOLVENTUM Healthcare 150.0 $10K 0.01% NEW $65.30 +17.7%
Page 1 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
Financial Services 57.8%
Technology 22.2%
Healthcare 10.7%
Consumer Cyclical 4.6%
Communication Services 2.0%
Consumer Defensive 1.7%
Industrials 1.1%