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Portfolio (Quarterly) Guide ↗

Mallini Complete Financial Planning LLC

· CIK 0002049540
13F Portfolio $140M AUM 70 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 23 Added 10 Reduced 2 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES CORE S&P MID-CAP ETF 2,802.0 $216K 0.15% NEW $77.13 +1.7%
62 PMT PENNYMAC MTG INVT TR COM Real Estate 18,995.0 $214K 0.15% +122.0 +0.7% $11.28 -14.7%
63 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,682.0 $213K 0.15% $126.58 -2.4%
64 ESGD ISHARES ESG AWARE MSCI EAFE ETF 1,950.0 $201K 0.14% NEW $102.82 +4.6%
65 DBL DOUBLELINE OPPORTUNISTIC CR FD COM Financial Services 13,206.0 $190K 0.14% +132.0 +1.0% $14.38 -1.3%
66 STTK SHATTUCK LABS INC COM Healthcare 22,632.0 $157K 0.11% $6.94 +6.5%
67 EFC ELLINGTON FINANCIAL INC COM Real Estate 11,424.0 $155K 0.11% +155.0 +1.4% $13.61 -0.1%
68 RITM RITHM CAPITAL CORP COM NEW Real Estate 13,163.0 $124K 0.09% $9.39 +9.3%
69 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 10,929.0 $104K 0.07% +148.0 +1.4% $9.48 +3.2%
70 TCPC BLACKROCK TCP CAPITAL CORP COM Financial Services 25,371.0 $85K 0.06% +724.0 +2.9% $3.36 +21.4%
Page 4 of 4  ·  70 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
Financial Services 46.2%
Energy 27.0%
Technology 7.7%
Consumer Cyclical 7.4%
Healthcare 4.4%
Utilities 3.8%
Real Estate 3.5%