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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 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 +6.7%
82 GLD SPDR GOLD TR Financial Services 193.0 $83K 0.08% NEW $430.29 -0.7%
83 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,300.0 $83K 0.08% NEW $15.65 -0.9%
84 VGT VANGUARD WORLD FD 118.0 $82K 0.08% NEW $697.72 -83.8%
85 HOOD ROBINHOOD MKTS INC Financial Services 1,184.0 $82K 0.08% NEW $69.30 +16.5%
86 CSX CSX CORP Industrials 1,950.0 $80K 0.08% NEW $41.05 +11.9%
87 AIQ GLOBAL X FDS 1,547.0 $72K 0.07% NEW $46.67 +30.8%
88 AJG GALLAGHER ARTHUR J & CO Financial Services 332.0 $72K 0.07% NEW $216.58 -7.7%
89 WAL WESTERN ALLIANCE BANCORP Financial Services 1,000.0 $71K 0.07% NEW $70.85 +7.2%
90 NOC NORTHROP GRUMMAN CORP Industrials 100.0 $68K 0.07% NEW $682.24 -19.6%
91 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 750.0 $68K 0.06% NEW $90.11 +11.8%
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 +4.5%
94 IJH ISHARES TR 980.0 $66K 0.06% NEW $67.53 +6.9%
95 RSG REPUBLIC SVCS INC Industrials 300.0 $66K 0.06% NEW $219.02 -4.7%
96 QQQ INVESCO QQQ TR Financial Services 110.0 $63K 0.06% NEW $577.18 +22.8%
97 JBND J P MORGAN EXCHANGE TRADED F 1,150.0 $62K 0.06% NEW $53.77 -1.4%
98 PFFD GLOBAL X FDS 3,252.0 $60K 0.06% NEW $18.40 +2.4%
99 BITU PROSHARES TR 5,107.0 $59K 0.06% NEW $11.64 +31.7%
100 GURU GLOBAL X FDS 3,075.0 $58K 0.06% NEW $18.90 +243.0%
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 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%