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Portfolio (Quarterly) Guide ↗

Exchange Bank

· CIK 0002001155
13F Portfolio $145M AUM 186 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 22 Added 42 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DHR DANAHER CORP Healthcare 1,030.0 $236K 0.16% NEW $228.92 -24.3%
2 CRM SALESFORCE Technology 769.0 $204K 0.14% NEW $264.91 -33.4%

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 24.3%
Industrials 15.6%
Consumer Defensive 13.9%
Financial Services 13.7%
Healthcare 12.5%
Communication Services 6.5%
Energy 6.4%
Consumer Cyclical 5.0%
Utilities 2.0%