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Portfolio (Quarterly) Guide ↗

Breakwater Capital Group

· CIK 0001964309
13F Portfolio $833M AUM 377 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 143 Added 142 Reduced 18 Exited
Page 8 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RQI COHEN & STEERS QUALITY INCOM Financial Services 18,597.0 $229K 0.03% +1K +5.7% $12.31 +0.3%
142 CGCP CAPITAL GRP FIXED INCM ETF T 9,936.0 $221K 0.03% +671.0 +7.2% $22.29 -1.3%
143 NAN NUVEEN NY DIVI ADV Financial Services 13,103.0 $154K 0.02% +524.0 +4.2% $11.73 -4.0%
Page 8 of 8  ·  143 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 31.2%
Financial Services 23.6%
Industrials 11.2%
Healthcare 8.9%
Communication Services 7.2%
Consumer Cyclical 6.5%
Utilities 3.8%
Energy 3.1%
Consumer Defensive 2.8%
Basic Materials 1.3%