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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 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ASTS AST SPACEMOBILE INC Technology 160.0 $13K 0.01% NEW $82.87 +1.0%
162 DUK DUKE ENERGY CORP NEW Utilities 100.0 $13K 0.01% NEW $130.94 -5.1%
163 SPYG SPDR SERIES TRUST 130.0 $13K 0.01% NEW $97.91 +20.9%
164 HDV ISHARES TR 89.0 $12K 0.01% NEW $136.15 -79.9%
165 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 200.0 $11K 0.01% NEW $52.76 +16.5%
166 GDXJ VANECK ETF TRUST 85.0 $10K 0.01% NEW $120.04 -3.1%
167 ACRE ARES COML REAL ESTATE CORP Real Estate 2,000.0 $10K 0.01% NEW $4.80 -4.2%
168 BR BROADRIDGE FINL SOLUTIONS IN Technology 50.0 $8K 0.01% NEW $162.48 -10.4%
169 DAL DELTA AIR LINES INC Industrials 120.0 $8K 0.01% NEW $66.48 +7.6%
170 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 525.0 $8K 0.01% NEW $15.05 -3.5%
171 PEP PEPSICO INC Consumer Defensive 50.0 $8K 0.01% NEW $155.30 -4.3%
172 FCEL FUELCELL ENERGY INC Industrials 1,133.0 $7K 0.01% NEW $6.53 +230.8%
173 NVO NOVO-NORDISK A S Healthcare 200.0 $7K 0.01% NEW $36.75 +24.6%
174 MILN GLOBAL X FDS 180.0 $7K 0.01% NEW $40.69 +4.6%
175 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 500.0 $7K 0.01% NEW $14.28 +0.8%
176 GAMESTOP CORP 300.0 $7K 0.01% NEW $23.04
177 VOYG VOYAGER TECHNOLOGIES INC Industrials 250.0 $6K 0.01% NEW $23.39 +54.9%
178 ANNX ANNEXON INC Healthcare 1,000.0 $6K 0.01% NEW $5.54 -6.0%
179 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 200.0 $5K 0.01% NEW $24.39 +0.9%
180 PIO INVESCO EXCH TRADED FD TR II 100.0 $4K 0.00% NEW $43.42 +0.3%
Page 9 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%