PURSUE WEALTH PARTNERS LLC

CIK 0001911091 · Q2 2026

13F Equity AUM

$178.6M

+6.7% QoQ

Positions

-10 QoQ

AUM Rank

#8,532

Top 68%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,550 · Top 79%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 23.7%Top 10: 40.8%Top 20: 62.5%

NVDA6.1%

MOAT4.8%

CRWD4.5%

AMZN4.2%

GOOG4.1%

TDIV4.1%

VIG3.6%

MSFT3.5%

IWM3.0%

SPY2.9%

Others (81)59.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services49.8%

Technology26.6%

Consumer Cyclical8.1%

Communication Services6.6%

Consumer Defensive3.0%

Industrials2.3%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 91Median: 0.53%Avg: 1.10%

0–0.5%

45(10.3%)

0.5–1%

12(9.0%)

1–3%

26(45.8%)

3–5%

7(28.8%)

5%+

1(6.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 91vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased17Decreased29Exited24

New Positions

QQQI2.2%

+70K

AIQ1.7%

+46K

NOW1.6%

+29K

IFRA1.4%

+41K

AWN0.8%

+24K

UNH0.3%

+2K

MU0.3%

+397

SCHD0.2%

+14K

BOTZ0.2%

+11K

ASCENDIS PHARMA A/S0.2%

+1K

Increased

HDV0.3%

+14K(+400%)

RAAX0.7%

+14K(+85%)

IWF1.1%

+11K(+300%)

VDC1.4%

+10K(+673%)

VIG3.6%

+5K(+24%)

IWM3.0%

+5K(+39%)

FVD1.3%

+4K(+10%)

VGT0.3%

+4K(+700%)

ORCL0.3%

+2K(+110%)

AXON1.2%

+842(+27%)

Decreased

NVDA6.1%

-14,078(-21%)

SMOT0.7%

-13,600(-30%)

WMT2.2%

-12,996(-27%)

XLF0.2%

-11,074(-61%)

TLT0.4%

-10,700(-55%)

OXY0.3%

-8,690(-47%)

ICVT0.3%

-8,000(-61%)

XLE0.2%

-7,328(-48%)

MSFT3.5%

-6,928(-29%)

BRK/B1.3%

-6,296(-58%)

Exited

-17,574

-9,623

-30,410

-58,973

-6,255

-4,248

-3,352

-5,984

-2,171

-2,563

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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