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Portfolio (Quarterly) Guide ↗

GatePass Capital, LLC

· CIK 0002087399
13F Portfolio $263M AUM 189 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 6 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XONE BONDBLOXX ETF TRUST 13,100.0 $647K 0.24% NEW $49.37 -0.0%
102 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 44,742.0 $639K 0.24% NEW $14.29 +20.6%
103 CNDT CONDUENT INC Technology 427,800.0 $625K 0.24% NEW $1.46 +1.0%
104 VPLS VANGUARD MALVERN FDS 8,026.0 $623K 0.24% NEW $77.58 -1.7%
105 CI THE CIGNA GROUP Healthcare 2,198.0 $606K 0.23% NEW $275.68 +1.7%
106 IJH ISHARES TR 7,577.0 $584K 0.22% NEW $77.11 +0.6%
107 META META PLATFORMS INC Communication Services 1,033.0 $582K 0.22% NEW $563.05 -1.6%
108 PFE PFIZER INC Healthcare 23,985.0 $578K 0.22% NEW $24.08 +13.2%
109 GEV GE VERNOVA INC Utilities 461.0 $542K 0.21% NEW $1175.08 -13.5%
110 IUSB ISHARES TR 11,553.0 $533K 0.20% NEW $46.15 -1.6%
111 IEMG ISHARES INC 6,335.0 $525K 0.20% NEW $82.84 -3.7%
112 VB VANGUARD INDEX FDS 1,729.0 $524K 0.20% NEW $303.12 +0.7%
113 V VISA INC Financial Services 1,526.0 $524K 0.20% NEW $343.09 +6.4%
114 TY TRI CONTL CORP Financial Services 14,756.0 $508K 0.19% NEW $34.42 +4.3%
115 GLD SPDR GOLD TR Financial Services 1,351.0 $498K 0.19% NEW $368.38 +8.7%
116 DIA STATE STR SPDR DOW JONES IND Financial Services 942.0 $492K 0.19% NEW $522.39 +2.1%
117 IEFA ISHARES TR 4,986.0 $482K 0.18% NEW $96.58 +3.5%
118 GGOV BLACKROCK ETF TRUST II 9,566.0 $481K 0.18% NEW $50.29 -0.5%
119 WY WEYERHAEUSER CO Real Estate 19,128.0 $458K 0.17% NEW $23.94 -0.9%
120 AELUMA INC 20,000.0 $442K 0.17% NEW $22.08
Page 6 of 10  ·  189 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 53.6%
Technology 23.6%
Industrials 10.5%
Consumer Cyclical 3.0%
Consumer Defensive 2.7%
Healthcare 2.1%
Communication Services 2.0%
Real Estate 1.0%
Energy 1.0%
Utilities 0.3%