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Portfolio (Quarterly) Guide ↗

Pine Valley Investments Ltd Liability Co

· CIK 0001975417
13F Portfolio $2.5B AUM 610 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 610 New
Page 23 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 D DOMINION ENERGY INC Utilities 5,757.0 $393K 0.02% NEW $68.29 +1.1%
442 COKE COCA COLA CONS INC Consumer Defensive 2,054.0 $392K 0.01% NEW $190.92 -0.7%
443 MELI MERCADOLIBRE INC Consumer Cyclical 231.0 $392K 0.01% NEW $1697.39 +6.4%
444 PCT PURECYCLE TECHNOLOGIES INC Industrials 48,340.0 $392K 0.01% NEW $8.11 -14.4%
445 MSTR STRATEGY INC Technology 4,504.0 $392K 0.01% NEW $86.93 +9.6%
446 UPS CALL UNITED PARCEL SVCS INC Industrials 3,600.0 $387K 0.01% NEW $107.50 -5.3%
447 SILJ AMPLIFY ETF TR 14,790.0 $383K 0.01% NEW $25.92 +11.6%
448 MSTR CALL STRATEGY INC Technology 4,400.0 $382K 0.01% NEW $86.93 +9.6%
449 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,770.0 $378K 0.01% NEW $38.73 +50.5%
450 BOTZ GLOBAL X FDS 9,889.0 $375K 0.01% NEW $37.95 -3.3%
451 DIA STATE STR SPDR DOW JONES IND Financial Services 715.0 $374K 0.01% NEW $523.70 +1.8%
452 JBL JABIL INC Technology 963.0 $371K 0.01% NEW $385.49 -11.0%
453 NDAQ NASDAQ INC Financial Services 4,689.0 $370K 0.01% NEW $78.82 +23.7%
454 FTC FIRST TR EXCHANGE-TRADED ALP 1,899.0 $368K 0.01% NEW $193.79 -5.4%
455 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,207.0 $368K 0.01% NEW $51.05 +10.3%
456 TGT TARGET CORP Consumer Defensive 2,808.0 $367K 0.01% NEW $130.60 +16.8%
457 OUSA ALPS ETF TR 6,287.0 $367K 0.01% NEW $58.33 +6.0%
458 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,787.0 $367K 0.01% NEW $131.58 +4.4%
459 IGV ISHARES TR 4,002.0 $363K 0.01% NEW $90.60 +13.4%
460 WSO WATSCO INC Industrials 868.0 $362K 0.01% NEW $416.73 -24.8%
Page 23 of 31  ·  610 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 24.6%
Financial Services 17.7%
Healthcare 12.7%
Industrials 11.8%
Consumer Cyclical 10.0%
Communication Services 7.6%
Basic Materials 5.2%
Consumer Defensive 4.2%
Energy 3.5%
Utilities 2.0%