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Portfolio (Quarterly) Guide ↗

PMV Capital Advisers, LLC

· CIK 0001980695
13F Portfolio $55M AUM 86 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PYPL PAYPAL HLDGS INC Financial Services 108.0 $6K 0.01% NEW $58.48 -24.7%
82 APTIV PLC 64.0 $5K 0.01% NEW $76.09
83 SPY SPDR S&P 500 ETF TR Financial Services 6.0 $4K 0.01% NEW $690.83 +8.6%
84 XLF SELECT SECTOR SPDR TR 74.0 $4K 0.01% NEW $54.95 -5.6%
85 SHV ISHARES TR 35.0 $4K 0.01% NEW $111.57 -1.1%
86 AURORA CANNABIS INC 9.0 $38.0 NEW $4.22
Page 5 of 5  ·  86 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
Financial Services 67.4%
Technology 14.0%
Healthcare 5.1%
Energy 4.0%
Consumer Defensive 3.1%
Consumer Cyclical 2.9%
Communication Services 2.5%
Industrials 0.8%
Basic Materials 0.3%
Real Estate 0.1%