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Portfolio (Quarterly) Guide ↗

Unconventional Investor, LLC

· CIK 0001910387
13F Portfolio $211M AUM 46 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 46 New
Page 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 790.0 $260K 0.12% NEW $328.76 -8.8%
42 AMZN AMAZON.COM INC Consumer Cyclical 1,100.0 $229K 0.11% NEW $208.27 +24.5%
43 IEI Ishares Lehman Treas 3-7 yr 1,920.0 $228K 0.11% NEW $118.63 -1.6%
44 JNJ JOHNSON & JOHNSON Healthcare 927.0 $227K 0.11% NEW $244.44 -6.3%
45 VGT VANGUARD INFORMATION TECHNOLOGY ETF 306.0 $213K 0.10% NEW $696.93 -84.0%
46 WHEELS UP EXPERIENCE I F 16,666.0 $9K 0.00% NEW $0.52
Page 3 of 3  ·  46 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
Technology 38.4%
Financial Services 24.4%
Industrials 15.3%
Communication Services 8.3%
Consumer Defensive 5.8%
Consumer Cyclical 5.4%
Healthcare 2.5%