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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 19 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GSK GSK PLC Healthcare 12,349.0 $649K 0.03% NEW $52.54 -2.6%
362 SCHE SCHWAB STRATEGIC TR 17,810.0 $646K 0.03% NEW $36.26 +0.5%
363 JEPI J P MORGAN EXCHANGE TRADED F 11,298.0 $638K 0.03% NEW $56.48 +2.4%
364 APLE APPLE HOSPITALITY REIT INC Real Estate 37,907.0 $637K 0.03% NEW $16.81 -4.4%
365 SCHX SCHWAB STRATEGIC TR 21,495.0 $633K 0.03% NEW $29.43 +2.9%
366 BSV VANGUARD BD INDEX FDS 8,047.0 $627K 0.03% NEW $77.91 -0.4%
367 IVW ISHARES TR 4,543.0 $625K 0.03% NEW $137.52 +1.6%
368 CARR CARRIER GLOBAL CORPORATION Industrials 8,500.0 $623K 0.03% NEW $73.35 -16.3%
369 VTWO VANGUARD SCOTTSDALE FDS 5,078.0 $617K 0.02% NEW $121.43 -0.0%
370 HURN HURON CONSULTING GROUP INC Industrials 6,728.0 $607K 0.02% NEW $90.16 +67.9%
371 WSFS WSFS FINL CORP Financial Services 7,817.0 $600K 0.02% NEW $76.73 +6.5%
372 FV FIRST TR EXCHANGE TRADED FD 7,869.0 $597K 0.02% NEW $75.88 -3.8%
373 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,255.0 $592K 0.02% NEW $139.09 -5.8%
374 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 7,260.0 $589K 0.02% NEW $81.15 -6.8%
375 BX PUT BLACKSTONE INC Financial Services 5,000.0 $588K 0.02% NEW $117.67 +19.5%
376 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 49,500.0 $585K 0.02% NEW $11.81 -15.7%
377 XMMO INVESCO EXCHANGE TRADED FD T 3,416.0 $581K 0.02% NEW $170.12 -5.3%
378 FLCG FEDERATED HERMES ETF TRUST 17,267.0 $575K 0.02% NEW $33.31 +5.4%
379 C CITIGROUP INC Financial Services 4,105.0 $575K 0.02% NEW $139.95 -1.6%
380 XLB SELECT SECTOR SPDR TR 11,235.0 $571K 0.02% NEW $50.83 +1.9%
Page 19 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%