CNC

2nd Quarter 2026 4-S Report

I. Snapshot My Implied Share Price: $34.43 My Current Holdings Symbol Price Weight Cash 1.00 25.12% PETS 1.98 12.59% AII 19.27 8.11% IIPR 63.36 2.84% WEYS 39.49 2.83% ZM 87.15 2.57% PINS 22.07 2.07% MED 10.96 2.07% UPWK 9.16 1.99% EXE 90.72 1.95% USNA 21.51 1.91% BBBY 5.83 1.85% FVRR 10.81 1.84% MKL 1979.65 1.77% […]

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Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related

September 2025 – 3-S Report

PART I. Snapshot My Implied Share Price: $29.32 Symbol Price Weight Cash 1.00 38.31% MOV 19.47 8.74% Stock Options 1.00 5.29% AII 19.67 3.71% IIPR 57.3 3.60% CROX 86.45 2.87% SPB 56.88 2.81% INTC 24.49 2.20% JAKK 17.6 2.13% LNC 42.11 2.12% LEN 141.88 2.04% VZ 44.38 1.99% MKL 1912.13 1.72% MOH 174.65 1.57% CNC

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Updates, Holdings, Allocation, Rebalancing, and 4-S Report Related