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Portfolio (Quarterly) Guide ↗

COMMONS CAPITAL, LLC

· CIK 0001912835
13F Portfolio $120M AUM 85 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 30 Added 16 Reduced 41 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UBER UBER TECHNOLOGIES INC Technology 4,647.0 $334K 0.28% $71.93 +3.7%
62 HD HOME DEPOT INC Consumer Cyclical 1,010.0 $332K 0.28% $329.02 -4.6%
63 IMPERIAL PETE INC 71,000.0 $304K 0.25% NEW $4.28
64 NVR NVR INC Consumer Cyclical 42.0 $277K 0.23% -60.0 -58.8% $6589.83 -8.2%
65 PSA PUBLIC STORAGE OPER CO Real Estate 984.0 $266K 0.22% +34.0 +3.6% $270.75 +11.9%
66 DLR DIGITAL RLTY TR INC Real Estate 1,460.0 $263K 0.22% +59.0 +4.2% $180.22 +7.8%
67 BBN BLACKROCK TAX MUNICPAL BD TR Financial Services 16,023.0 $259K 0.22% +6K +58.5% $16.17 -3.6%
68 IWD ISHARES TR 1,213.0 $259K 0.22% $213.60 +9.9%
69 RTX RTX CORPORATION Industrials 1,274.0 $246K 0.20% +36.0 +2.9% $192.83 -9.3%
70 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 761.0 $231K 0.19% $304.08 +6.1%
71 ED CONSOLIDATED EDISON INC Utilities 2,037.0 $231K 0.19% $113.17 -5.1%
72 MA MASTERCARD INCORPORATED Financial Services 460.0 $230K 0.19% NEW $499.83 -0.0%
73 HYHG PROSHARES TR 3,602.0 $229K 0.19% NEW $63.71 +1.4%
74 QFIN QFIN HOLDINGS INC Financial Services 17,100.0 $221K 0.18% NEW $12.91 -2.7%
75 TPCS TECHPRECISION CORP Industrials 69,413.0 $209K 0.17% $3.01 +31.6%
76 GTN GRAY MEDIA INC Communication Services 47,864.0 $208K 0.17% NEW $4.34 -4.8%
77 VTR VENTAS INC Real Estate 2,466.0 $202K 0.17% NEW $81.79 +8.3%
78 FMS FRESENIUS MEDICAL CARE AG Healthcare 8,895.0 $201K 0.17% $22.56 -0.3%
79 TWO HARBORS INVENTMENT CORPO 15,783.0 $180K 0.15% +383.0 +2.5% $11.42
80 TIGR UP FINTECH HLDG LTD Financial Services 28,200.0 $178K 0.15% NEW $6.30 -6.5%
Page 4 of 5  ·  85 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 42.4%
Communication Services 13.4%
Financial Services 10.6%
Consumer Cyclical 8.5%
Industrials 8.3%
Energy 5.6%
Consumer Defensive 4.0%
Healthcare 2.7%
Basic Materials 2.7%
Real Estate 1.7%