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Portfolio (Quarterly) Guide ↗

ANB BANK

· CIK 0002067126
13F Portfolio $247M AUM 202 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 54 Added 45 Reduced 9 Exited
Page 7 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EVR Evercore Inc Cl A Financial Services 771.0 $230K 0.09% $298.51 +16.2%
122 DTH Wisdomtree International High 4,106.0 $222K 0.09% -313.0 -7.1% $54.09 +4.5%
123 T AT&T Inc Communication Services 7,583.0 $220K 0.09% NEW $28.99 -14.1%
124 IVE iShares S&P 500 Value ETF 1,029.0 $217K 0.09% -104.0 -9.2% $211.15 +8.1%
125 SANM Sanmina Corp Technology 1,645.0 $213K 0.09% +51.0 +3.2% $129.64 +107.5%
126 BBIO Bridgebio Pharma Inc Healthcare 2,840.0 $211K 0.09% NEW $74.26 -9.4%
127 IDCC Interdigital Inc Technology 698.0 $211K 0.09% -25.0 -3.5% $302.00 -15.4%
128 CMG Chipotle Mexican Grill Inc Consumer Cyclical 6,317.0 $202K 0.08% +349.0 +5.8% $32.01 +1.1%
Page 7 of 7  ·  128 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 21.0%
Technology 20.9%
Healthcare 12.5%
Communication Services 9.8%
Consumer Defensive 9.7%
Industrials 9.5%
Consumer Cyclical 7.6%
Energy 5.3%
Basic Materials 1.8%
Real Estate 1.0%