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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 8 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DOW DOW HLDGS INC Basic Materials 133,481.0 $3.7M 0.14% NEW $27.36 +14.5%
142 PFE PFIZER INC Healthcare 150,761.0 $3.6M 0.14% NEW $24.08 +13.2%
143 ARM ARM HOLDINGS PLC Technology 10,066.0 $3.6M 0.14% NEW $354.57 -29.7%
144 CI THE CIGNA GROUP Healthcare 12,883.0 $3.6M 0.14% NEW $275.67 +1.7%
145 AXON AXON ENTERPRISE INC Industrials 6,184.0 $3.5M 0.14% NEW $560.61 +10.4%
146 FSM FORTUNA MNG CORP Basic Materials 408,858.0 $3.5M 0.14% NEW $8.45 +25.0%
147 DGX QUEST DIAGNOSTICS INC Healthcare 16,214.0 $3.4M 0.14% NEW $211.95 +11.8%
148 KO COCA COLA CO Consumer Defensive 42,034.0 $3.4M 0.14% NEW $81.37 +9.1%
149 TJX TJX COS INC NEW Consumer Cyclical 22,563.0 $3.4M 0.14% NEW $151.50 -0.1%
150 AON AON PLC Financial Services 10,217.0 $3.4M 0.13% NEW $331.68 +4.7%
151 XLV SELECT SECTOR SPDR TR 21,178.0 $3.4M 0.13% NEW $158.66 +7.1%
152 SLV ISHARES SILVER TR Financial Services 62,406.0 $3.3M 0.13% NEW $53.47 +8.2%
153 URA GLOBAL X FDS 76,241.0 $3.3M 0.13% NEW $43.70 -0.5%
154 ADI ANALOG DEVICES INC Technology 8,350.0 $3.3M 0.13% NEW $397.16 -6.3%
155 XLE SELECT SECTOR SPDR TR 61,794.0 $3.3M 0.13% NEW $53.11 +19.5%
156 PLD PROLOGIS INC. Real Estate 24,101.0 $3.3M 0.13% NEW $135.47 +3.6%
157 MCO MOODYS CORP Financial Services 6,957.0 $3.2M 0.12% NEW $452.92 +7.4%
158 NOW SERVICENOW INC Technology 31,517.0 $3.1M 0.12% NEW $99.28 +21.1%
159 DHR DANAHER CORP DEL Healthcare 16,367.0 $3.1M 0.12% NEW $190.50 +5.2%
160 CL COLGATE PALMOLIVE CO Consumer Defensive 33,996.0 $3.1M 0.12% NEW $91.68 -0.2%
Page 8 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%