Portfolio (Quarterly) Guide ↗

DRAVO BAY LLC

· CIK 0001910389

13F Portfolio $241M AUM 51 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 5 New 28 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWF	ISHARES TR	—	706	$331K	0.15%	SOLD
2	SCHA	SCHWAB STRATEGIC TR	—	8,243	$230K	0.10%	SOLD

Sector Allocation

Technology 45.3%

Consumer Cyclical 34.7%

Financial Services 7.3%

Communication Services 6.6%

Industrials 6.0%