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Portfolio (Quarterly) Guide ↗

Steadtrust LLC

· CIK 0002097595
13F Portfolio $176M AUM 123 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 9 Added 43 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JBS N.V. 176,630.0 $3.2M 1.80% +3K +1.7% $17.96
2 AMZN AMAZON COM INC Consumer Cyclical 8,187.0 $1.7M 0.97% +127.0 +1.6% $208.27 +27.4%
3 VISN VISTANCE NETWORKS INC Technology 89,500.0 $1.6M 0.92% +47K +112.6% $18.20 -30.4%
4 HPE HEWLETT PACKARD ENTERPRISE C Technology 57,861.0 $1.4M 0.78% +33K +134.6% $23.81 +59.9%
5 NVDA NVIDIA CORPORATION Technology 5,071.0 $884K 0.50% +162.0 +3.3% $174.41 +23.2%
6 HQY HEALTHEQUITY INC Healthcare 7,020.0 $587K 0.33% +4K +128.7% $83.57 +4.4%
7 TSN TYSON FOODS INC Consumer Defensive 6,820.0 $437K 0.25% +1K +21.4% $64.07 +1.7%
8 BAC BANK AMERICA CORP Financial Services 6,310.0 $308K 0.17% +106.0 +1.7% $48.75 +7.1%
9 HIMX HIMAX TECHNOLOGIES INC Technology 33,064.0 $260K 0.15% +464.0 +1.4% $7.87 +172.3%

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 26.1%
Basic Materials 24.9%
Energy 15.1%
Consumer Defensive 7.2%
Industrials 6.4%
Financial Services 6.2%
Healthcare 5.3%
Communication Services 4.9%
Consumer Cyclical 1.8%
Real Estate 1.1%