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Portfolio (Quarterly) Guide ↗

Entelevest, LLC

· CIK 0002109595
13F Portfolio $100M AUM 137 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 53 Added 51 Reduced 35 Exited
Page 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLF CALL SELECT SECTOR SPDR TR 1,000.0 $49K 0.05% NEW $49.37 +3.0%
122 BA CALL BOEING CO Industrials 200.0 $40K 0.04% -200.0 -50.0% $199.03 +9.5%
123 TSLA CALL TESLA INC Consumer Cyclical 100.0 $37K 0.04% NEW $371.75 +10.1%
124 AMAT PUT APPLIED MATLS INC Technology 100.0 $34K 0.03% NEW $341.79 +22.8%
125 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 200.0 $29K 0.03% NEW $146.28 -9.1%
126 COP CALL CONOCOPHILLIPS Energy 200.0 $26K 0.03% NEW $132.00 -4.9%
127 AAPL PUT APPLE INC Technology 100.0 $25K 0.03% NEW $253.79 +18.5%
128 JNJ CALL JOHNSON & JOHNSON Healthcare 100.0 $24K 0.02% NEW $244.44 -5.2%
129 MRK CALL MERCK & CO INC Healthcare 200.0 $24K 0.02% -400.0 -66.7% $120.29 -4.8%
130 CRM CALL SALESFORCE INC Technology 100.0 $19K 0.02% $186.67 -7.0%
131 NVDA CALL NVIDIA CORPORATION Technology 100.0 $17K 0.02% NEW $174.40 +27.5%
132 SAP CALL SAP SE Technology 100.0 $17K 0.02% NEW $171.21 +2.0%
133 CSCO CALL CISCO SYS INC Technology 200.0 $16K 0.02% NEW $77.59 +49.8%
134 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 100.0 $15K 0.01% NEW $146.28 -9.1%
135 INTC CALL INTEL CORP Technology 300.0 $13K 0.01% -100.0 -25.0% $44.13 +169.2%
136 C CALL CITIGROUP INC Financial Services 100.0 $11K 0.01% NEW $113.41 +6.0%
137 PAVE CALL GLOBAL X FDS 100.0 $5K 0.01% NEW $50.81 +6.3%
Page 7 of 7  ·  137 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 38.6%
Financial Services 15.2%
Consumer Cyclical 13.7%
Communication Services 13.0%
Industrials 5.5%
Healthcare 4.5%
Energy 4.0%
Utilities 3.3%
Consumer Defensive 2.2%