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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PI IMPINJI Technology 200.0 $21K 0.01% NEW $102.70 +33.6%
42 CSCO CISCO Technology 250.0 $19K 0.01% NEW $77.59 +52.3%
43 COHU COHU Technology 500.0 $15K 0.01% NEW $30.62 +49.1%
44 ABT ABBOT LABS Healthcare 116.0 $12K 0.01% NEW $102.67 -14.5%
45 SOLV SOLVENTUM Healthcare 150.0 $10K 0.01% NEW $65.30 +16.6%
46 PBI PITNEY BOWES Industrials 800.0 $9K 0.01% NEW $11.05 +40.3%
47 VB VANGUARD INDEX FDS 31.0 $8K 0.01% $261.90 +9.4%
48 FBIN FORTUNE BRANDS Industrials 200.0 $8K 0.01% NEW $38.97 -6.8%
49 CI THE CIGNA GROUP Healthcare 18.0 $5K 0.00% NEW $266.78 +5.7%
50 VEA VANGUARD TAX-MANAGED FDS 69.0 $4K 0.00% +5.0 +7.8% $64.09 +10.3%
51 MBC MASTERBRAND Consumer Cyclical 200.0 $2K 0.00% NEW $8.31 -8.5%
52 KD KYNDRYL Technology 90.0 $1K 0.00% NEW $13.12 -8.0%
Page 3 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%