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Portfolio (Quarterly) Guide ↗

Processus Wealth & Capital Management, LLC

· CIK 0002014209
13F Portfolio $152M AUM 35 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 Added 3 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRM SALESFORCE INC Technology 7,956.0 $2.1M 1.39% -909.0 -10.2% $264.89 -33.4%
2 IVW ISHARES TR 8,212.0 $1.0M 0.67% -143.0 -1.7% $123.26 +10.8%
3 IVE ISHARES TR 1,850.0 $392K 0.26% -314.0 -14.5% $212.07 +6.6%

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 39.7%
Financial Services 16.1%
Communication Services 11.5%
Industrials 10.5%
Consumer Cyclical 8.7%
Healthcare 7.1%
Consumer Defensive 4.0%
Energy 2.4%