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Portfolio (Quarterly) Guide ↗

Markowski Investments

· CIK 0002149795
13F Portfolio $454M AUM 619 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 619 New
Page 29 of 31  ·  619 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 20.0 $1K NEW $74.90 +1.5%
562 EDV VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES 23.0 $1K NEW $65.09 -7.3%
563 FG F&G ANNUITIES &LIFE INC Financial Services 56.0 $1K NEW $26.64 -8.8%
564 RRC RANGE RES CORP Energy 40.0 $1K NEW $37.20 +8.8%
565 PSLV SPROTT PHYSICAL SILVER E Financial Services 77.0 $1K NEW $18.87 +13.7%
566 USMV ISHARES MSCI USA MIN VOLFACTOR ETF 15.0 $1K NEW $96.47 +5.1%
567 PDI PIMCO DYNAMIC INCOME Financial Services 81.0 $1K NEW $16.70 -9.1%
568 VSNT VERSANT MEDIA GROUP INC Industrials 37.0 $1K NEW $36.27 +8.9%
569 IWR ISHARES RUSSELL MID-CAP ETF 12.0 $1K NEW $110.33 +3.1%
570 PGX INVESCO PREFERRED ETF 115.0 $1K NEW $10.84 -1.9%
571 SOLS SOLSTICE ADVANCED MATLS Basic Materials 14.0 $1K NEW $88.57 -33.7%
572 VTRS VIATRIS INC Healthcare 76.0 $1K NEW $15.88 +2.6%
573 PROSHARES ULTRA BLOOMBERG NATURAL GAS 40.0 $1K NEW $27.45
574 XMHQ INVESCO S&P MIDCAP QUALITY ETF 9.0 $1K NEW $112.89 +5.9%
575 CHTR CHARTER COMMUNICATIONS INC Communication Services 7.0 $995.0 NEW $142.14 +9.1%
576 RIG TRANSOCEAN LTD Energy 200.0 $978.0 NEW $4.89 +20.6%
577 MUR MURPHY OIL CORP Energy 30.0 $977.0 NEW $32.57 +12.2%
578 ADSK AUTODESK INC Technology 5.0 $972.0 NEW $194.40 +30.2%
579 NEON NEONODE INC Technology 1,000.0 $941.0 NEW $0.94 -4.9%
580 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4.0 $882.0 NEW $220.50 -6.0%
Page 29 of 31  ·  619 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 34.7%
Financial Services 16.5%
Communication Services 13.7%
Consumer Cyclical 7.7%
Energy 5.8%
Consumer Defensive 5.5%
Industrials 5.2%
Healthcare 4.9%
Utilities 3.7%
Real Estate 2.1%