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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SOUN SOUNDHOUND AI INC Technology 25,073.0 $172K 0.14% -1K -5.6% $6.87 +23.0%
82 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,620.0 $33K 0.03% -2K -15.0% $3.07 -3.6%
83 MARRIOTT VACATIONS WORLDWIDE 20,000.0 $19K 0.02% $0.96
84 OPK OPKO HEALTH INC Healthcare 16,300.0 $19K 0.02% $1.14 +12.3%
85 BLNK BLINK CHARGING CO Industrials 13,514.0 $8K 0.01% NEW $0.57 +46.4%
Page 5 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%