Portfolio (Quarterly) Guide ↗

Vines Capital Management, LLC

· CIK 0002110678

13F Portfolio $101M AUM 88 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 25 Added 22 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UBER	UBER TECHNOLOGIES INC	Technology	2,900	$237K	0.23%	SOLD

Sector Allocation

Technology 48.6%

Financial Services 23.9%

Communication Services 8.1%

Consumer Cyclical 6.9%

Industrials 4.8%

Healthcare 1.9%

Energy 1.8%

Basic Materials 1.3%

Consumer Defensive 1.2%

Utilities 0.9%