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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $131M AUM 136 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 39 Added 27 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD ADVANCED MICRO Technology 112.0 $23K 0.02% NEW $203.43 +121.0%
2 AMZN AMAZON COM Consumer Cyclical 98.0 $20K 0.02% NEW $208.27 +28.9%
3 TSLA TESLA INC Consumer Cyclical 54.0 $20K 0.01% NEW $371.76 +12.2%
4 RTX RTX CORP Industrials 96.0 $19K 0.01% NEW $192.90 -9.4%
5 MSFT MICROSOFT CORP Technology 43.0 $16K 0.01% NEW $370.16 +13.2%
6 AUR AURORA INNOVATION Technology 3,188.0 $13K 0.01% NEW $4.12 +74.0%
7 GD GENERAL DYNAMICS Industrials 16.0 $5K 0.00% NEW $343.25 -1.3%
8 IWF ISHARES RUSSELL 12.0 $5K 0.00% NEW $426.75 -70.8%
9 SM SM ENERGY Energy 13.0 $405.0 NEW $31.15 +11.7%

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 68.5%
Technology 10.0%
Industrials 6.8%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Real Estate 2.2%
Utilities 1.5%
Healthcare 1.3%
Communication Services 0.5%
Basic Materials 0.0%