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Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $224M AUM 121 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 24 Added 53 Reduced 8 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 2,572.0 $399K 0.18% -191.0 -6.9% $155.26 -4.8%
42 PM PHILIP MORRIS INTL INC Consumer Defensive 2,415.0 $399K 0.18% -1K -30.3% $165.34 +10.1%
43 VOOG VANGUARD ADMIRAL FDS INC 930.0 $379K 0.17% -167.0 -15.2% $407.69 -79.6%
44 ALB ALBEMARLE CORP Basic Materials 2,071.0 $372K 0.17% -300.0 -12.7% $179.53 -1.1%
45 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,022.0 $348K 0.15% -284.0 -5.3% $69.37 +21.0%
46 KHC KRAFT HEINZ CO Consumer Defensive 15,408.0 $347K 0.15% -2K -10.8% $22.49 +8.4%
47 INTC INTEL CORP Technology 6,710.0 $296K 0.13% -2K -25.1% $44.13 +175.9%
48 SBUX STARBUCKS CORP Consumer Cyclical 3,128.0 $280K 0.12% -179.0 -5.4% $89.60 +13.9%
49 CSCO CISCO SYS INC Technology 3,104.0 $241K 0.11% -255.0 -7.6% $77.60 +54.2%
50 DTE DTE ENERGY CO Utilities 1,523.0 $223K 0.10% -299.0 -16.4% $146.26 -0.7%
51 AMGN AMGEN INC Healthcare 630.0 $222K 0.10% -15.0 -2.3% $351.85 -4.5%
52 GE GE AEROSPACE Industrials 779.0 $221K 0.10% -23.0 -2.9% $283.78 +11.8%
53 VTWO VANGUARD SCOTTSDALE FDS 2,074.0 $208K 0.09% -23.0 -1.1% $100.17 +17.1%
Page 3 of 3  ·  53 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 28.1%
Healthcare 27.1%
Communication Services 11.4%
Consumer Cyclical 9.6%
Financial Services 7.5%
Industrials 6.2%
Consumer Defensive 6.0%
Energy 2.3%
Basic Materials 1.3%
Utilities 0.4%