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Portfolio (Quarterly) Guide ↗

626 Financial, LLC

· CIK 0001911035
13F Portfolio $232M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New
Page 7 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 30,200.0 $59K 0.03% NEW $1.97 +11.2%
Page 7 of 7  ·  121 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 30.4%
Healthcare 26.0%
Communication Services 12.7%
Consumer Cyclical 9.7%
Financial Services 7.9%
Industrials 5.6%
Consumer Defensive 5.1%
Energy 1.5%
Basic Materials 0.7%
Utilities 0.4%