Portfolio (Quarterly) Guide ↗

Friday Financial

· CIK 0002048792

13F Portfolio $290M AUM 93 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 37 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	1,041	$203K	0.07%	SOLD
2	—	CAMBIUM NETWORKS CORP	—	53,186	$77K	0.03%	SOLD

Sector Allocation

Technology 35.4%

Financial Services 30.3%

Industrials 15.9%

Consumer Cyclical 9.9%

Consumer Defensive 3.9%

Communication Services 3.5%

Energy 1.1%