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Portfolio (Quarterly) Guide ↗

Mainstream Capital Management LLC

· CIK 0002043084
13F Portfolio $153M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP COM Consumer Cyclical 3,121.0 $263K 0.17% NEW $84.21 +22.4%
82 QQQ INVESCO QQQ TRUST SERIES I Financial Services 424.0 $260K 0.17% NEW $614.31 +16.8%
83 IVE ISHARES S&P 500 VALUE ETF 1,164.0 $247K 0.16% NEW $212.07 +7.5%
84 NKE NIKE INC CL B Consumer Cyclical 3,859.0 $246K 0.16% NEW $63.71 -29.9%
85 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,538.0 $242K 0.16% NEW $68.36 -13.9%
86 CBRE CBRE GROUP INC CL A Real Estate 1,482.0 $238K 0.16% NEW $160.79 -18.5%
87 EWY ISHARES MSCI SOUTH KOREA ETF 2,378.0 $231K 0.15% NEW $97.22 +87.2%
88 RIOT RIOT PLATFORMS INC COM Financial Services 16,666.0 $211K 0.14% NEW $12.67 +93.3%
Page 5 of 5  ·  88 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 28.9%
Consumer Cyclical 21.2%
Communication Services 18.1%
Financial Services 17.0%
Industrials 5.2%
Consumer Defensive 3.7%
Healthcare 2.7%
Real Estate 1.2%
Utilities 1.2%
Energy 0.8%