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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 9 of 31  ·  610 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RSP INVESCO EXCHANGE TRADED FD T 14,567.0 $3.1M 0.12% NEW $212.77 +3.8%
162 QQQ CALL INVESCO QQQ TR Financial Services 4,200.0 $3.1M 0.12% NEW $736.40 -2.3%
163 SYF SYNCHRONY FINANCIAL Financial Services 40,098.0 $3.0M 0.12% NEW $76.05 +6.7%
164 UBER UBER TECHNOLOGIES INC Technology 42,031.0 $3.0M 0.12% NEW $72.16 +6.4%
165 ULTA ULTA BEAUTY INC Consumer Cyclical 6,613.0 $3.0M 0.12% NEW $450.98 +15.8%
166 REGN REGENERON PHARMACEUTICALS Healthcare 4,783.0 $3.0M 0.12% NEW $623.49 +31.3%
167 XLI SELECT SECTOR SPDR TR 15,979.0 $3.0M 0.12% NEW $185.22 -0.7%
168 COWZ PACER FDS TR 47,369.0 $2.9M 0.12% NEW $62.20 +13.8%
169 CRM SALESFORCE INC Technology 18,778.0 $2.9M 0.12% NEW $156.72 +26.5%
170 LYV LIVE NATION ENTERTAINMENT IN Communication Services 16,032.0 $2.9M 0.12% NEW $183.11 -0.6%
171 SLVR SPROTT FDS TR 58,298.0 $2.9M 0.12% NEW $50.19 +14.9%
172 J JACOBS SOLUTIONS INC Industrials 22,551.0 $2.8M 0.11% NEW $126.00 +14.3%
173 LOW LOWES COS INC Consumer Cyclical 12,846.0 $2.8M 0.11% NEW $220.48 -0.9%
174 LMBS FIRST TR EXCHANGE-TRADED FD 56,596.0 $2.8M 0.11% NEW $49.78 -0.2%
175 EPS WISDOMTREE TR 36,128.0 $2.8M 0.11% NEW $77.79 +3.9%
176 VRT VERTIV HOLDINGS CO Industrials 8,352.0 $2.8M 0.11% NEW $334.82 -19.0%
177 UPS UNITED PARCEL SVCS INC Industrials 25,857.0 $2.8M 0.11% NEW $107.50 -5.3%
178 NOC NORTHROP GRUMMAN CORP Industrials 5,451.0 $2.8M 0.11% NEW $509.32 +16.1%
179 IWM CALL ISHARES TR 9,200.0 $2.8M 0.11% NEW $300.45 +0.2%
180 BXSL BLACKSTONE SECD LENDING FD Financial Services 115,488.0 $2.7M 0.11% NEW $23.75 +2.1%
Page 9 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%