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Portfolio (Quarterly) Guide ↗

Stoic Point Capital Management LLC

· CIK 0002043279
13F Portfolio $103M AUM 63 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 63 New
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PIONEER ACQUISITION I CORP 16,887.0 $3K 0.00% NEW $0.18
62 GLOBA TERRA ACQUISITION COR 25,000.0 $3K 0.00% NEW $0.10
63 GLOBA TERRA ACQUISITION COR 18,750.0 $2K 0.00% NEW $0.13
Page 4 of 4  ·  63 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
Industrials 56.0%
Technology 24.7%
Communication Services 9.4%
Healthcare 6.7%
Financial Services 1.8%
Consumer Defensive 1.4%