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Portfolio (Quarterly) Guide ↗

Presidio Capital Management, LLC

· CIK 0001931750
13F Portfolio $333M AUM 76 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 76 New
Page 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BX BLACKSTONE INC Financial Services 3,158.0 $487K 0.15% NEW $154.15 -23.5%
42 HGER HARBOR ETF TRUST 19,211.0 $477K 0.14% NEW $24.82 +26.6%
43 IAU ISHARES GOLD TR Financial Services 5,651.0 $459K 0.14% NEW $81.17 +3.2%
44 SCHD SCHWAB STRATEGIC TR 16,708.0 $458K 0.14% NEW $27.43 +18.7%
45 SDVY FIRST TR EXCHANGE-TRADED FD 10,942.0 $419K 0.13% NEW $38.32 +8.9%
46 SPY SPDR S&P 500 ETF TR Financial Services 591.0 $403K 0.12% NEW $681.60 +10.1%
47 META META PLATFORMS INC Communication Services 589.0 $389K 0.12% NEW $660.19 -3.8%
48 TMUS T-MOBILE US INC Communication Services 1,873.0 $380K 0.11% NEW $203.04 -6.0%
49 NOW SERVICENOW INC Technology 2,395.0 $367K 0.11% NEW $153.19 -33.3%
50 MCD MCDONALDS CORP Consumer Cyclical 1,108.0 $339K 0.10% NEW $305.62 -8.1%
51 BA BOEING CO Industrials 1,441.0 $313K 0.09% NEW $217.12 +3.3%
52 XLE SELECT SECTOR SPDR TR 6,910.0 $309K 0.09% NEW $44.71 +27.4%
53 SPYM SPDR SERIES TRUST 3,738.0 $300K 0.09% NEW $80.23 +10.1%
54 SCHF SCHWAB STRATEGIC TR 12,349.0 $297K 0.09% NEW $24.04 +15.0%
55 JNJ JOHNSON & JOHNSON Healthcare 1,413.0 $292K 0.09% NEW $206.97 +11.8%
56 JMBS JANUS DETROIT STR TR 6,199.0 $283K 0.09% NEW $45.69 -1.3%
57 DFAE DIMENSIONAL ETF TRUST 8,464.0 $276K 0.08% NEW $32.57 +23.9%
58 TDW TIDEWATER INC NEW Energy 5,350.0 $270K 0.08% NEW $50.51 +48.7%
59 INHIBRX BIOSCIENCES INC 3,394.0 $268K 0.08% NEW $79.00
60 IEMG ISHARES INC 3,783.0 $254K 0.08% NEW $67.22 +24.2%
Page 3 of 4  ·  76 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
Financial Services 77.2%
Technology 8.9%
Consumer Cyclical 4.8%
Industrials 3.5%
Communication Services 2.9%
Healthcare 1.5%
Consumer Defensive 1.0%
Energy 0.3%