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Portfolio (Quarterly) Guide ↗

Boreal Capital Management LLC

· CIK 0002080094
13F Portfolio $134M AUM 507 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 507 New
Page 6 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLQD ISHARES TR 5,060.0 $255K 0.19% NEW $50.37 -0.5%
102 ABBV ABBVIE INC Healthcare 1,001.0 $252K 0.19% NEW $251.61 +1.8%
103 JNK SPDR SERIES TRUST $242K 0.18% NEW
104 SPOT SPOTIFY TECHNOLOGY S A Communication Services 520.0 $239K 0.18% NEW $459.13 +12.2%
105 HACK AMPLIFY ETF TR 2,275.0 $239K 0.18% NEW $104.93 +10.0%
106 BBY BEST BUY INC Consumer Cyclical 3,100.0 $238K 0.18% NEW $76.84 +13.4%
107 PAVE GLOBAL X FDS 4,000.0 $236K 0.18% NEW $59.02 -2.3%
108 QCOM QUALCOMM INC Technology 1,257.0 $232K 0.17% NEW $184.79 -14.4%
109 KLAC KLA CORP Technology 760.0 $229K 0.17% NEW $301.71 -35.1%
110 FALN ISHARES TR $223K 0.17% NEW
111 IBHH ISHARES TR $221K 0.16% NEW
112 DHR DANAHER CORP DEL Healthcare 1,084.0 $207K 0.15% NEW $190.88 +5.6%
113 IBHF ISHARES TR $204K 0.15% NEW
114 LLY ELI LILLY & CO Healthcare 167.0 $200K 0.15% NEW $1199.43 +1.0%
115 EFA ISHARES TR 1,900.0 $197K 0.15% NEW $103.88 +3.7%
116 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,385.0 $195K 0.14% NEW $57.62 +14.9%
117 INTC INTEL CORP Technology 1,382.0 $193K 0.14% NEW $139.63 -31.2%
118 BLUEROCK PVT REAL ESTATE FD 14,744.0 $192K 0.14% NEW $13.01
119 EWP ISHARES INC 3,153.0 $187K 0.14% NEW $59.39 +5.2%
120 HD HOME DEPOT INC Consumer Cyclical 526.0 $186K 0.14% NEW $352.68 -3.4%
Page 6 of 26  ·  507 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 36.6%
Financial Services 29.8%
Consumer Cyclical 11.9%
Industrials 6.9%
Communication Services 6.9%
Healthcare 3.7%
Basic Materials 1.1%
Consumer Defensive 1.1%
Energy 1.1%
Utilities 0.9%