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Portfolio (Quarterly) Guide ↗

Serenity Investment Advisors

· CIK 0002105389
13F Portfolio $214M AUM 74 positions Filed May 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 34 Added 15 Reduced 7 Exited
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DHR DANAHER CORP DEL Healthcare 1,382.0 $238K 0.11% NEW $172.00 +0.5%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 230.0 $237K 0.11% NEW $1029.90 -2.6%
63 V VISA INC Financial Services 714.0 $235K 0.11% +59.0 +9.0% $328.95 -0.8%
64 CAT CATERPILLAR INC Industrials 265.0 $233K 0.11% NEW $879.89 +3.3%
65 MRK MERCK & CO INC Healthcare 1,881.0 $230K 0.11% $122.41 -2.2%
66 SBUX STARBUCKS CORP Consumer Cyclical 2,184.0 $225K 0.10% NEW $103.12 -1.6%
67 GLD SPDR GOLD TR Financial Services 543.0 $225K 0.10% -57.0 -9.5% $413.82 +0.0%
68 XOM EXXON MOBIL CORP Energy 1,437.0 $223K 0.10% NEW $154.96 -0.0%
69 XLV SELECT SECTOR SPDR TR 1,411.0 $211K 0.10% -569.0 -28.7% $149.89 -0.9%
70 VB VANGUARD INDEX FDS 731.0 $211K 0.10% -93.0 -11.3% $289.09 +1.3%
71 AMD ADVANCED MICRO DEVICES INC Technology 452.0 $211K 0.10% NEW $467.51 +7.8%
72 IUSB ISHARES TR 4,439.0 $204K 0.10% NEW $45.88 +0.3%
73 FAD FIRST TR EXCHANGE-TRADED ALP 1,090.0 $200K 0.09% NEW $183.89 +2.3%
74 GRAB GRAB HOLDINGS LIMITED Technology 16,526.0 $58K 0.03% NEW $3.51 +2.3%
Page 4 of 4  ·  74 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 29.8%
Financial Services 28.1%
Healthcare 13.6%
Consumer Cyclical 10.4%
Communication Services 10.0%
Consumer Defensive 6.1%
Industrials 1.0%
Energy 1.0%