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Portfolio (Quarterly) Guide ↗

DRAVO BAY LLC

· CIK 0001910389
13F Portfolio $226M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EMB ISHARES TR 3,121.0 $297K 0.13% NEW $95.18 -0.2%
42 EFAV ISHARES TR 3,122.0 $265K 0.12% NEW $84.84 +8.5%
43 EMLC VANECK ETF TRUST 10,375.0 $265K 0.12% NEW $25.51 -0.7%
44 SPY SPDR S&P 500 ETF TR Financial Services 389.0 $259K 0.11% NEW $666.18 +11.5%
45 VB VANGUARD INDEX FDS 952.0 $242K 0.11% NEW $254.28 +12.7%
46 SCHA SCHWAB STRATEGIC TR 8,243.0 $230K 0.10% NEW $27.90 +18.9%
47 AMZN AMAZON COM INC Consumer Cyclical 1,032.0 $227K 0.10% NEW $219.57 +22.3%
48 DE DEERE & CO Industrials 470.0 $215K 0.10% NEW $457.26 +16.2%
Page 3 of 3  ·  48 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 69.1%
Financial Services 11.4%
Consumer Cyclical 10.0%
Industrials 9.5%