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Portfolio (Quarterly) Guide ↗

ARWA LLC

· CIK 0002113621
13F Portfolio $171M AUM Filed Feb 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New
Page 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UPS UNITED PARCEL SERVICE INC Industrials 2,155.0 $214K 0.12% NEW $99.17 +5.3%
122 CIBR FIRST TR EXCHANGE TRADED FD 2,986.0 $213K 0.12% NEW $71.44 +14.8%
123 SGOV ISHARES TR 2,087.0 $209K 0.12% NEW $100.37 +0.3%
124 EXPAND ENERGY CORPORATION 1,876.0 $207K 0.12% NEW $110.35
Page 7 of 7  ·  124 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
Financial Services 30.9%
Technology 19.1%
Industrials 9.9%
Healthcare 9.2%
Consumer Cyclical 7.8%
Consumer Defensive 6.1%
Real Estate 4.6%
Communication Services 4.1%
Energy 4.0%
Utilities 3.8%