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Portfolio (Quarterly) Guide ↗

Trask Adam Roland

· CIK 0002109050
13F Portfolio $105.7B AUM 190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 190 New
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PNC PNC FINL SVCS GROUP INC Financial Services 20.0 $4K 0.00% NEW $208.10 +2.6%
182 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 402.0 $4K 0.00% NEW $9.28 -3.6%
183 VTV VANGUARD INDEX FDS 18.0 $4K 0.00% NEW $196.22 +5.3%
184 NU NU HLDGS LTD Financial Services 193.0 $3K 0.00% NEW $14.37 -10.0%
185 BOTZ GLOBAL X FDS 80.0 $3K 0.00% NEW $33.23 +21.1%
186 RUM RUMBLE INC Technology 287.0 $1K 0.00% NEW $5.10 +60.2%
187 IGC IGC PHARMA INC Healthcare 5,000.0 $1K 0.00% NEW $0.26 +8.7%
188 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 40.0 $1K 0.00% NEW $30.00 +16.6%
189 COIN COINBASE GLOBAL INC Financial Services 2.0 $349.0 NEW $174.50 +21.5%
190 GAMESTOP CORP NEW 20.0 $77.0 NEW $3.85
Page 10 of 10  ·  190 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 22.7%
Healthcare 22.7%
Industrials 11.8%
Energy 9.3%
Utilities 8.9%
Consumer Cyclical 7.6%
Communication Services 5.6%
Financial Services 5.4%
Consumer Defensive 3.7%
Basic Materials 2.1%