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Portfolio (Quarterly) Guide ↗

Hedges Asset Management LLC

· CIK 0001906202
13F Portfolio $131M AUM Filed Oct 8, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 102 New
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DAL DELTA AIR LINES INC DEL Industrials 3,700.0 $210K 0.16% NEW $56.75 +26.1%
102 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,000.0 $149K 0.11% NEW $8.27 +53.2%
Page 6 of 6  ·  102 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 20.1%
Industrials 16.8%
Consumer Cyclical 13.7%
Basic Materials 11.0%
Energy 10.4%
Healthcare 7.6%
Technology 7.5%
Communication Services 5.0%
Real Estate 4.0%
Consumer Defensive 3.8%