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LTS Liquid Investments LLC

BAHAMAS FINANCIAL CENTRE, 2ND FLOOR SHIRLEY & CHARLOTTE ST., P.O. BOX N-1175, NASSAU • 55 11 3049-5500

Q1 2026 · Filed 2026-04-29
Market Value
$107M
Holdings
8
New Purchases
1
Added To
3
Closed
1
Reduced
3
Top 10 Concentration
100.0%
Turnover
25.0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 82.9%
Communication Services 17.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $28M 26.1%
Large Cap 5 $49M 45.4%
Mid Cap 2 $30M 28.5%

Portfolio Analytics

Avg Market Cap
$242.6B
Median Market Cap
$45.6B
Avg P/E
19.4
Median P/E
19.4
Avg Dividend Yield
0.01%
Avg Beta
1.01
# Stocks
3
# ETFs / Funds
5

Top Holdings (8 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 26.14% 46,735 $28M $597.55 -$987K +630 +1.4%
2 URTH 21.20% 125,840 $23M $180.02 -$858K -724 -0.6%
3 PSKY 17.14% 2,030,591 $18M $9.02 $2M +827,248 +68.8%
4 GLD 12.37% 30,710 $13M $430.29 -$3M -11,440 -27.1%
5 NU 9.80% 728,699 $10M $14.37 -$2M -19,668 -2.6%
6 BCI 7.27% 320,000 $8M $24.29 +320,000 NEW
7 IDEV 6.08% 77,767 $6M $83.57 $167K +1,000 +1.3%
8 WBD —% -$287K -9,974 -100.0% SOLD

New Positions

SymbolValue% Port
BCI $8M 7.27%

Sold Out Positions

SymbolValue% Port
WBD —%
View SEC EDGAR Filings for LTS Liquid Investments LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms