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Portfolio (Quarterly) Guide ↗

Rare Wolf Capital LLC

· CIK 0002105393
13F Portfolio $154M AUM 128 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 41 Added 28 Reduced 10 Exited
Page 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EEMV ISHARES INC 3,399.0 $220K 0.14% $64.73 +12.1%
122 TEAM ATLASSIAN CORPORATION Technology 3,181.0 $217K 0.14% NEW $68.25 +25.2%
123 SCHX SCHWAB STRATEGIC TR 8,400.0 $215K 0.14% $25.64 +14.4%
124 GE GE AEROSPACE Industrials 713.0 $202K 0.13% $283.77 +6.7%
125 NNN NNN REIT INC Real Estate 4,808.0 $202K 0.13% NEW $42.03 +7.1%
126 ISHARES TR 22,012.0 $202K 0.13% $9.17
127 BLK BLACKROCK INC Financial Services 209.0 $201K 0.13% NEW $961.71 +11.6%
Page 7 of 7  ·  127 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 30.0%
Communication Services 22.0%
Consumer Cyclical 11.3%
Healthcare 8.9%
Financial Services 8.4%
Consumer Defensive 7.6%
Industrials 3.4%
Energy 3.2%
Basic Materials 2.9%
Real Estate 1.8%