Fund HoldingsMatisse Capital

Total Portfolio Value
$249.76M
Total Bought
$27.40M
Total Sold
$37.37M
Net Transaction
-$9.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ASCENDIS PHARMA A/S(ASND)028,107+28,10707,4973.00%+7,497
LAM RESEARCH CORP(LRCX)19,13018,130-1,0004,0877,8563.15%+3,769
KOREA FD INC82,26582,26503,6946,1872.48%+2,493
EATON VANCE SR INCOME TR27,527370,000+342,4731371,8430.74%+1,705
CREDIT SUISSE HIGH YIELD CRE(DHY)0728,498+728,49801,2970.52%+1,297
APPLE INC(AAPL)035,994+35,994010,4154.17%+10,415
TOTAL RETURN SECURITIES FUND(SWZ)0609,000+609,00003,6171.45%+3,617
TAIWAN FD INC84,00069,437-14,5635,5226,6782.67%+1,156
EATON VANCE SR FLTNG RTE TR
COM
0100,012+100,01201,0600.42%+1,060
ISHARES TR
FUTU AI TECH ETF
012,059+12,05909180.37%+918
ALPHABET INC(GOOG)012,975+12,97504,6371.86%+4,637
BLOOM ENERGY CORP2,7004,200+1,5003661,2710.51%+906
HIGHLAND OPPS & INCOME FD0617,000+617,00004,3991.76%+4,399
INTEL CORP(INTC)11,0179,524-1,4934861,3300.53%+844
GE VERNOVA INC(GEV)2,6132,61302,2813,0701.23%+789
ETF SER SOLUTIONS
DEFIA QUANT ETF
04,042+4,04206690.27%+669
ISHARES TR
CORE DIV GRWTH
111,607111,661+547,8338,4633.39%+630
VANGUARD INDEX FDS9,5549,55402,8883,4941.40%+606
ELEVANCE HEALTH INC FORMERLY(ELV)01,550+1,55005990.24%+599
NEXPOINT DIVERSIFIED REL ET903,840923,630+19,7904,2214,7941.92%+573
MATTHEWS ASIA FDS14,44718,505+4,0585501,0700.43%+521
EXCHANGE TRADED CONCEPTS TRU12,03213,427+1,3957101,2250.49%+515
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,6353,63501,2281,7360.70%+508
NEUBERGER NEXT GENERATION(NBXG)0129,790+129,79002,1470.86%+2,147
NETAPP INC(NTAP)08,699+8,69901,3460.54%+1,346
RHYTHM PHARMACEUTICALS INC(RYTM)04,000+4,00004440.18%+444
FS CREDIT OPPORTUNITIES CORP(FSCO)1,134,0001,245,000+111,0005,7836,2132.49%+429
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
09,527+9,52704230.17%+423
HIGHLAND GLOBAL ALLOCATION F0525,000+525,00003,9481.58%+3,948
BECTON DICKINSON & CO(BDX)02,530+2,53003830.15%+383
SRH TOTAL RETURN FUND INC(STEW)216,000226,000+10,0003,6944,0451.62%+352
VANGUARD WORLD FD01,269+1,26903470.14%+347
AMAZON COM INC(AMZN)011,305+11,30502,6941.08%+2,694
SOFI TECHNOLOGIES INC(SOFI)46,22758,563+12,3367341,0500.42%+316
NUVEEN CR STRATEGIES INCOME
COM SHS
314,469380,000+65,5311,5311,8470.74%+315
NVIDIA CORPORATION(NVDA)09,190+9,19001,8390.74%+1,839
IONQ INC(IONQ)012,645+12,64506730.27%+673
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
06,500+6,50003100.12%+310
CVS HEALTH CORP(CVS)02,990+2,99003090.12%+309
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
07,200+7,20003040.12%+304
ALPHABET INC(GOOG)05,840+5,84002,0630.83%+2,063
VANGUARD INDEX FDS10,65210,65202,3142,5881.04%+274
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
39,76039,76001,4231,6960.68%+274
EATON CORP PLC(ETN)3,9593,95901,4161,6870.68%+271
ANALOG DEVICES INC(ADI)3,4063,40601,0841,3530.54%+269
ISHARES TR22,99022,99001,3061,5730.63%+267
QUALCOMM INC(QCOM)04,727+4,72708740.35%+874
ROYCE GLOBAL TRUST INC(RGT)291,000291,00003,8884,1411.66%+253
GE AEROSPACE(GE)0617+61702310.09%+231
ISHARES TR0757+75702270.09%+227
ISHARES TR0537+53702200.09%+220
BOEING CO(BA)01,004+1,00402170.09%+217
FEDEX FGHT HLDG CO INC01,400+1,40002110.08%+211
EUROPEAN EQUITY FD INC0188,070+188,07002,0680.83%+2,068
VALERO ENERGY CORP(VLO)0796+79602070.08%+207
ASML HLDG NV
N Y REGISTRY SHS
28528503765670.23%+191
CENTRAL SECS CORP(CET)065,000+65,00003,4091.37%+3,409
PIMCO CALIF MUN INCOME FD
COM
0848,717+848,71707,6133.05%+7,613
CLOUGH GLOBAL DIVID & INCOME240,785240,78501,4251,5990.64%+173
ABERDEEN MUN INCOME FD057,056+57,05603210.13%+321
XAI FLOATING RATE & ALTER IN344,096346,096+2,0005,9126,0742.43%+162
JPMORGAN CHASE & CO(JPM)04,839+4,83901,5840.63%+1,584
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
25,44328,323+2,8801,4421,6000.64%+158
PIMCO NEW YORK MUN FD II(PNI)618,726618,72604,2384,3871.76%+148
JOHNSON CONTROLS INTERNATION
SHS
9,7059,70501,2711,4180.57%+147
SPROUTS FMRS MKT INC(SFM)016,442+16,44201,3910.56%+1,391
INVESCO QQQ TR0650+65004790.19%+479
FS SPECIALTY LENDING FD(FSSL)452,200519,000+66,8005,6575,7872.32%+130
INTERACTIVE BROKERS GROUP IN(IBKR)6,3006,30004235480.22%+126
VANGUARD WORLD FD
INF TECH ETF
4613,633+3,1723214340.17%+113
BERKSHIRE HATHAWAY INC DEL3,4803,558+781,6671,7800.71%+113
ELI LILLY & CO(LLY)0320+32003840.15%+384
BANK OF NY MELLON CORP2,9403,145+2053494550.18%+106
VANGUARD INDEX FDS01,149+1,14907890.32%+789
GDL FD(GDL)16,94728,072+11,1251412380.10%+97
MATTHEWS ASIA FDS11,70011,70004355300.21%+95
TEMPLETON DRAGON FD INC0341,875+341,87503,7231.49%+3,723
DEERE & CO(DE)1,2791,27907208110.32%+91
NUVEEN MULTI-MKT INCOME FD I015,240+15,2400890.04%+89
STATE STR SPDR S&P 500 ETF T(SPY)0882+88206580.26%+658
VANGUARD TAX-MANAGED FDS11,22811,22807198000.32%+81
HOME DEPOT INC(HD)01,702+1,70206000.24%+600
CSX CORP(CSX)11,27211,27204635360.21%+73
CISCO SYS INC(CSCO)5,5544,291-1,2634315040.20%+73
ABRDN NATL MUN INCOME FD0174,693+174,69301,8120.73%+1,812
SOUNDHOUND AI INC(SOUN)010,405+10,4050670.03%+67
DESTRA MULTI-ALTERNATIVE FD0455,000+455,00003,4031.36%+3,403
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
9,6879,68703283900.16%+62
VANGUARD WORLD FD
FINANCIALS ETF
05,611+5,61107380.30%+738
VANGUARD INDEX FDS04,482+4,48203860.15%+386
ISHARES TR03,140+3,14003900.16%+390
WISDOMTREE TR(WT)11,51811,51806927450.30%+53
ISHARES TR
CORE MSCI INTL
9,6329,63208058570.34%+52
ISHARES TR0538+53804030.16%+403
ISHARES TR1,7641,765+13774280.17%+51
BLACKROCK MUNIHLDNGS CALI(MUC)078,518+78,51808630.35%+863
VANGUARD INTL EQUITY INDEX F7,1077,10703844240.17%+40
BRANDYWINEGBL GBL INCM OPP F(BWG)0145,866+145,86601,1580.46%+1,158
INTERNATIONAL BUSINESS MACHS(IBM)01,013+1,01302850.11%+285
VANGUARD INDEX FDS92892802432810.11%+38
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