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Portfolio (Quarterly) Guide ↗

ALLIUM FINANCIAL ADVISORS, LLC

· CIK 0002067277
13F Portfolio $115M AUM 88 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q2 2025 Q1 2025 · All 8 New 13 Added 28 Reduced 5 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBUX STARBUCKS CORP Consumer Cyclical 2,263.0 $207K 0.18% -73.0 -3.1% $91.63 +16.6%
82 ORCL ORACLE CORP Technology 940.0 $206K 0.18% NEW $218.63 -11.7%
83 WFC WELLS FARGO CO NEW Financial Services 2,534.0 $203K 0.18% NEW $80.12 -8.4%
84 USMV ISHARES TR 2,155.0 $202K 0.18% $93.87 +2.3%
85 SHY ISHARES TR 2,433.0 $202K 0.18% $82.86 -0.9%
86 CVX CHEVRON CORP NEW Energy 1,401.0 $201K 0.17% NEW $143.19 +33.5%
87 SPDN DIREXION SHS ETF TR 10,716.0 $110K 0.10% $10.30 -14.4%
88 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 30,000.0 $40K 0.04% +5K +20.0% $1.34 +52.2%
Page 5 of 5  ·  88 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
Technology 34.9%
Financial Services 30.8%
Consumer Defensive 9.6%
Consumer Cyclical 9.5%
Communication Services 6.7%
Healthcare 6.3%
Industrials 1.0%
Energy 0.8%
Basic Materials 0.5%