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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD INDEX FDS 842.0 $270K 0.18% -54.0 -6.0% $320.81 +13.8%
22 EFA ISHARES TR 2,620.0 $254K 0.17% $97.13 +7.3%
23 AAPL APPLE Technology 910.0 $231K 0.15% NEW $253.79 +20.2%
24 NVDA NVIDIA CORP Technology 900.0 $157K 0.10% $174.40 +25.9%
25 AMX AMERICA MOVIL Communication Services 5,244.0 $134K 0.09% NEW $25.48 +3.3%
26 VEU VANGUARD INTL EQUITY INDEX F 1,478.0 $111K 0.07% -68.0 -4.4% $75.10 +10.0%
27 IBM IBM Technology 450.0 $109K 0.07% NEW $242.39 +4.4%
28 AMAT APPLIED MATERIALS Technology 300.0 $103K 0.07% NEW $341.79 +25.0%
29 DVY ISHARES 674.0 $102K 0.07% NEW $151.41 +1.8%
30 AVGO BROADCOM Technology 284.0 $88K 0.06% -90.0 -24.1% $309.51 +33.9%
31 MMM 3M CO Industrials 600.0 $87K 0.06% NEW $145.23 +4.4%
32 PG PROCTER & GAMBLE Consumer Defensive 600.0 $87K 0.06% NEW $144.44 -1.4%
33 PEP PEPSI Consumer Defensive 500.0 $78K 0.05% NEW $155.29 -4.1%
34 PLTR PALANTIR Technology 500.0 $73K 0.05% $146.28 -6.2%
35 INTC INTEL Technology 1,450.0 $64K 0.04% NEW $44.13 +168.5%
36 VOO VANGUARD INDEX FDS 107.0 $64K 0.04% +5.0 +4.9% $597.55 +14.3%
37 T AT&T Communication Services 1,874.0 $54K 0.04% NEW $28.99 -14.0%
38 IVV ISHARES 70.0 $46K 0.03% NEW $653.21 +14.2%
39 HD HOME DEPOT Consumer Cyclical 74.0 $24K 0.02% NEW $328.89 -4.6%
40 AMGN AMGEN Healthcare 62.0 $22K 0.01% NEW $351.85 -4.1%
Page 2 of 3  ·  52 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%