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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
Page 3 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JCPI JPMORGAN INFLATION 3,115.0 $151K 0.12% -352.0 -10.2% $48.38 -0.3%
42 AAPL APPLE INC Technology 584.0 $148K 0.11% $253.85 +20.1%
43 XLV STATE STREET 973.0 $143K 0.11% -80.0 -7.6% $146.59 +1.1%
44 IWM ISHARES RUSSELL 535.0 $133K 0.10% -3.0 -0.6% $248.00 +13.9%
45 XSD STATE STREET 404.0 $132K 0.10% $325.74 +77.0%
46 IWD ISHARES RUSSELL 577.0 $123K 0.09% +103.0 +21.7% $213.49 +9.9%
47 XYLD GLOBAL X 3,112.0 $122K 0.09% +1K +59.1% $39.13 +3.2%
48 IIGD INVESCO INVESTMENT 4,615.0 $114K 0.09% -594.0 -11.4% $24.60 -0.7%
49 DYNF ISHARES U S 1,839.0 $107K 0.08% $58.20 +14.3%
50 SPTL STATE STREET 3,829.0 $101K 0.08% -797.0 -17.2% $26.30 -2.6%
51 AVGO BROADCOM INC Technology 298.0 $92K 0.07% $309.16 +34.1%
52 IVW ISHARES S&P 781.0 $88K 0.07% $113.14 +20.8%
53 SPTS STATE STREET 3,021.0 $88K 0.07% -350.0 -10.4% $29.18 -0.6%
54 SUB ISHARES SHORT 781.0 $83K 0.06% +4.0 +0.5% $106.45 -0.2%
55 OEF ISHARES S&P 241.0 $77K 0.06% -39.0 -13.9% $318.19 +16.4%
56 SOUTHSTATE BANK 761.0 $70K 0.05% +5.0 +0.7% $92.56
57 HD HOME DEPOT Consumer Cyclical 211.0 $69K 0.05% -19.0 -8.3% $329.18 -4.7%
58 SLYV STATE STREET 714.0 $68K 0.05% +48.0 +7.2% $94.61 +8.3%
59 AIQ GLOBAL X 1,439.0 $67K 0.05% $46.67 +34.1%
60 XLE STATE STREET 1,064.0 $65K 0.05% $61.24 -3.4%
Page 3 of 7  ·  136 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 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%