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Portfolio (Quarterly) Guide ↗

Trask Adam Roland

· CIK 0002109050
13F Portfolio $106M AUM 190 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 190 New
Page 5 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 280.0 $85K 0.08% NEW $302.24 +23.9%
82 GLD SPDR GOLD TR Financial Services 193.0 $83K 0.08% NEW $430.29 -5.4%
83 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,300.0 $83K 0.08% NEW $15.65 +9.1%
84 VGT VANGUARD WORLD FD 118.0 $82K 0.08% NEW $697.72 -82.7%
85 HOOD ROBINHOOD MKTS INC Financial Services 1,184.0 $82K 0.08% NEW $69.30 +78.1%
86 CSX CSX CORP Industrials 1,950.0 $80K 0.08% NEW $41.05 +20.4%
87 AIQ GLOBAL X FDS 1,547.0 $72K 0.07% NEW $46.67 +37.5%
88 AJG GALLAGHER ARTHUR J & CO Financial Services 332.0 $72K 0.07% NEW $216.58 +22.6%
89 WAL WESTERN ALLIANCE BANCORP Financial Services 1,000.0 $71K 0.07% NEW $70.85 +14.3%
90 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $68K 0.07% NEW $682.24 -23.9%
91 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 750.0 $68K 0.06% NEW $90.11 +28.9%
92 DIS DISNEY WALT CO Communication Services 700.0 $67K 0.06% NEW $96.38 +9.4%
93 DGRO ISHARES TR 950.0 $67K 0.06% NEW $70.18 +12.8%
94 IJH ISHARES TR 980.0 $66K 0.06% NEW $67.53 +12.3%
95 RSG REPUBLIC SVCS INC Industrials 300.0 $66K 0.06% NEW $219.02 +2.4%
96 QQQ INVESCO QQQ TR Financial Services 110.0 $63K 0.06% NEW $577.18 +24.3%
97 JBND J P MORGAN EXCHANGE TRADED F 1,150.0 $62K 0.06% NEW $53.77 -2.5%
98 PFFD GLOBAL X FDS 3,252.0 $60K 0.06% NEW $18.40 -0.9%
99 BITU PROSHARES TR 5,107.0 $59K 0.06% NEW $11.64 +20.1%
100 GURU GLOBAL X FDS 3,075.0 $58K 0.06% NEW $18.90 +270.8%
Page 5 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 23.1%
Healthcare 23.1%
Industrials 12.0%
Energy 9.2%
Utilities 9.0%
Consumer Cyclical 7.7%
Financial Services 5.5%
Communication Services 4.1%
Consumer Defensive 3.8%
Basic Materials 2.1%