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Portfolio (Quarterly) Guide ↗

Counterweight Ventures, LLC

· CIK 0002012467
13F Portfolio $178M AUM 80 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 25 Added 28 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 J P MORGAN EXCHANGE TRADED F 41,822.0 $2.1M 1.19% NEW $50.61
2 KO COCA COLA CO Consumer Defensive 22,974.0 $1.7M 0.98% NEW $76.05 +5.8%
3 PWR QUANTA SVCS INC Industrials 3,078.0 $1.7M 0.95% NEW $549.02 +35.2%
4 CSX CSX CORP Industrials 40,238.0 $1.7M 0.93% NEW $41.05 +13.5%
5 IYK ISHARES TR 13,478.0 $944K 0.53% NEW $70.03 +2.4%
6 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,250.0 $565K 0.32% NEW $90.42 -5.4%

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 28.9%
Financial Services 15.8%
Healthcare 11.7%
Industrials 9.4%
Consumer Cyclical 9.1%
Communication Services 8.2%
Consumer Defensive 6.2%
Energy 4.8%
Utilities 3.4%
Basic Materials 2.3%