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Portfolio (Quarterly) Guide ↗

Warm Springs Advisors Inc.

· CIK 0002057078
13F Portfolio $118M AUM 48 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 2 Added 7 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 ZS ZSCALER INC Technology 7,936 $1.8M 1.38% SOLD
2 ACN ACCENTURE PLC IRELAND Technology 2,066 $554K 0.43% SOLD
3 SCHB SCHWAB STRATEGIC TR 16,150 $424K 0.33% SOLD
4 ADBE ADOBE INC Technology 1,022 $358K 0.28% SOLD
Sector Allocation
Technology 60.0%
Financial Services 13.2%
Communication Services 9.5%
Healthcare 6.3%
Consumer Cyclical 5.9%
Consumer Defensive 3.8%
Energy 0.7%
Utilities 0.3%
Real Estate 0.2%