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Portfolio (Quarterly) Guide ↗

Lakeridge Wealth Management LLC

· CIK 0002012028
13F Portfolio $225M AUM Filed Oct 17, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 153 New
Page 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RTX RTX CORPORATION Industrials 1,300.0 $218K 0.10% NEW $167.32 +7.0%
142 CBT CABOT CORP Basic Materials 2,835.0 $216K 0.10% NEW $76.05 +11.4%
143 BAC BANK AMERICA CORP Financial Services 4,164.0 $215K 0.10% NEW $51.59 +1.2%
144 MDLZ MONDELEZ INTL INC Consumer Defensive 3,385.0 $211K 0.09% NEW $62.46 -2.0%
145 VT VANGUARD INTL EQUITY INDEX F 1,517.0 $209K 0.09% NEW $137.81 +14.2%
146 JIRE J P MORGAN EXCHANGE TRADED F 2,834.0 $208K 0.09% NEW $73.53 +10.9%
147 YUM YUM BRANDS INC Consumer Cyclical 1,368.0 $208K 0.09% NEW $151.97 +2.1%
148 GLD SPDR GOLD TR Financial Services 574.0 $204K 0.09% NEW $355.46 +16.5%
149 QCOM QUALCOMM INC Technology 1,213.0 $202K 0.09% NEW $166.33 +49.6%
150 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 14,858.0 $103K 0.05% NEW $6.91 -27.1%
151 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10,335.0 $82K 0.04% NEW $7.97 -43.8%
152 ADAPTIMMUNE THERAPEUTICS PLC 110,400.0 $14K 0.01% NEW $0.13
153 DISH NETWORK CORPORATION 12,000.0 $12K 0.01% NEW $0.97
Page 8 of 8  ·  153 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 32.7%
Basic Materials 16.9%
Financial Services 12.7%
Healthcare 7.3%
Industrials 6.8%
Consumer Cyclical 6.6%
Consumer Defensive 6.5%
Communication Services 3.9%
Energy 3.4%
Real Estate 2.1%