Fund Holdings — Performa Ltd (US), LLC

Total Portfolio Value
$441.95M
Total Bought
$64.08M
Total Sold
$13.87M
Net Transaction
+$50.21M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TRUST - ISHARES RUSSELL MID-CAP ETF1198,901+198,900019,3394.38%+19,339
INVESCO EXCHANGE-TRADED FUND TRUST - INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
069,712+69,712013,3793.03%+13,379
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VANGUARD FTSE ALL-WORLD EX-US ETF390,601517,813+127,21228,73338,8888.80%+10,155
VANGUARD INDEX FUNDS - VANGUARD MID-CAP ETF214,058249,449+35,39162,12471,63716.21%+9,513
SPDR SERIES TRUST - STATE STREET SPDR S&P SOFTWARE & SERVICES ETF
ST STR SW SERV
027,000+27,00003,8420.87%+3,842
DBX ETF TRUST - XTRACKERS USD HIGH YIELD CORPORATE BOND ETF1,511,7501,640,528+128,77855,67859,32113.42%+3,644
VANGUARD INDEX FUNDS - VANGUARD SMALL-CAP VALUE ETF87,61398,553+10,94018,55621,4114.84%+2,855
ISHARES, INC. - ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
40,32340,32303,2563,4050.77%+149
ISHARES TRUST - ISHARES RUSSELL 2000 VALUE ETF11,99911,99902,1742,2750.51%+101
ADOBE INC(ADBE)21140+1197340.01%+27
DOCUSIGN, INC.(DOCU)0425+4250200.00%+20
ASANA INC - CL A(ASAN)1,4256,200+4,77520400.01%+20
ZOOMINFO TECHNOLOGIES INC(GTM)4752,250+1,7755130.00%+9
CLARIVATE PLC(CLVT)1,0984,200+3,1024110.00%+7
PAYPAL HOLDINGS INC(PYPL)62200+138490.00%+5
SALLY BEAUTY HOLDINGS INC0325+325050.00%+5
VANGUARD INDEX FUNDS - VANGUARD SMALL-CAP GROWTH ETF31,72331,72309,5849,5882.17%+4
EXXON MOBIL CORP757509130.00%+4
VISTAGEN THERAPEUTICS INC(VTGN)1,0007,500+6,500140.00%+4
BLACKBAUD INC(BLKB)85200+115580.00%+2
JETBLUE AIRWAYS CORP(JBLU)0100+100000.00%0
ORSTED A/S -UNSP ADR461361-100330.00%0
ALLBIRDS INC-CL A(BIRD)18,35025,000+6,65075750.02%0
PEDIATRIX MEDICAL GROUP INC(MD)467467010100.00%0
RETRACTABLE TECHNOLOGIES INC(RVP)1,7501,7500110.00%-0
VAREX IMAGING CORP(VREX)6006000760.00%-1
TILRAY BRANDS INC(TLRY)1000-10010—-1
PURE STORAGE INC - CLASS A(P)7060-10540.00%-1
GETTY IMAGES HOLDINGS INC(GETY)3,0003,500+500430.00%-1
UIPATH INC - CLASS A(PATH)344384+40640.00%-1
BEAZER HOMES USA INC(BZH)178100-78420.00%-2
SONOS INC(SONO)4594590860.00%-2
POLESTAR AUTOMOTIVE-CL A ADS(PSNY)1250-12530—-3
MARAVAI LIFESCIENCES HLDGS-A(MRVI)3,3142,750-5641180.00%-3
ALIGN TECHNOLOGY INC200-2030—-3
PAYSAFE LTD
SHS
1,7431,463-28014100.00%-4
TRANSOCEAN LTD(RIG)1,0100-1,01040—-4
SALLY BEAUTY HOLDINGS INC3250-32550—-5
CLOVER HEALTH INVESTMENTS CO(CLOV)8,0008,000019140.00%-5
SHUTTERSTOCK INC(SSTK)1,8381,825-1335300.01%-5
OATLY GROUP AB(OTLY)10,10010,10001081020.02%-6
OLIN CORP(OLN)3290-32970—-7
ASPEN AEROGELS INC(ASPN)3,2500-3,25090—-9
DENTSPLY SIRONA INC(XRAY)4,2503,100-1,15049360.01%-13
FMC CORP(FMC)1,0000-1,000140—-14
JELD-WEN HOLDING INC(JELD)12,9507,000-5,9503290.00%-23
LESLIE'S INC-NEW(LESL)116,100148,000+31,9001921660.04%-26
ORION SA(OEC)7,900700-7,2004250.00%-37
ISHARES TRUST - ISHARES RUSSELL MID-CAP GROWTH ETF4,4624,463+16115720.13%-39
VANECK ETF TRUST - VANECK FALLEN ANGEL HIGH YIELD BOND ETF
FALLEN ANGEL HG
119,217119,21703,5013,4240.77%-77
INVESCO EXCHANGE-TRADED FUND TRUST - INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
102,691100,923-1,7687,7077,5881.72%-119
ISHARES TRUST - ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
38,88338,499-3847,7227,3811.67%-342
ISHARES TRUST - ISHARES CORE S&P SMALL-CAP ETF73,52066,370-7,1508,8368,2501.87%-585
VANGUARD INDEX FUNDS - VANGUARD S&P 500 ETF190,013197,430+7,417119,163117,97426.69%-1,189
STATE STREET SPDR S&P 500 ETF TRUST(SPY)96,37581,535-14,84065,72053,02512.00%-12,695
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Performa Ltd (US), LLC — 13F Holdings — Q1 2026 | TickerTrail