Performa Ltd (US), LLC Diversified Active

Location: Charleston, SC

CIK: 0001650303 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $394M (100.0% shares, 0.0% debt)

Holdings (51)

VOO Vanguard Index Funds - Vanguard S&P 500 ETF 30.2%
Value $119M Shares 190,013 Est. Cost $445.81 Unrealized
SPY SPDR S&P 500 ETF 16.7%
Value $65.72M Shares 96,375 Est. Cost $268.32 Unrealized
VO Vanguard Index Funds - Vanguard Mid-Cap ETF 15.8%
Value $62.12M Shares 214,058 Est. Cost $247.72 Unrealized
HYLB DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF 14.1%
Value $55.68M Shares 1,511,750 Est. Cost $35.97 Unrealized
VEU Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 7.3%
Value $28.73M Shares 390,601 Est. Cost $63.24 Unrealized
VBR Vanguard Index Funds - Vanguard Small-Cap Value ETF 4.7%
Value $18.56M Shares 87,613 Est. Cost $180.94 Unrealized
VBK Vanguard Index Funds - Vanguard Small-Cap Growth ETF 2.4%
Value $9.584M Shares 31,723 Est. Cost $220.71 Unrealized
IJR iShares Trust - iShares Core S&P Small-Cap ETF 2.2%
Value $8.836M Shares 73,520 Est. Cost $106.27 Unrealized
QUAL iShares Trust - iShares MSCI USA Quality Factor ETF 2.0%
Value $7.722M Shares 38,883 Est. Cost $140.41 Unrealized
SPHQ Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 2.0%
Value $7.707M Shares 102,691 Est. Cost $51.68 Unrealized
ANGL VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0.9%
Value $3.501M Shares 119,217 Est. Cost $28.66 Unrealized
EWJ iShares, Inc. - iShares MSCI Japan ETF 0.8%
Value $3.256M Shares 40,323 Est. Cost $68.22 Unrealized
IWN iShares Trust - iShares Russell 2000 Value ETF 0.6%
Value $2.174M Shares 11,999 Est. Cost $140.06 Unrealized
IWP iShares Trust - iShares Russell Mid-Cap Growth ETF 0.2%
Value $611K Shares 4,462 Est. Cost $145.97 Unrealized
LESL LESLIE'S INC-NEW 0.0%
Value $192K Shares 116,100 Est. Cost $3.70 Unrealized -12.4%
OTLY OATLY GROUP AB 0.0%
Value $108K Shares 10,100 Est. Cost $15.41 Unrealized
BIRD ALLBIRDS INC-CL A 0.0%
Value $75,235 Shares 18,350 Est. Cost $7.49 Unrealized -24.4%
XRAY DENTSPLY SIRONA INC 0.0%
Value $48,578 Shares 4,250 Est. Cost $14.72 Unrealized -20.3%
OEC ORION SA 0.0%
Value $41,712 Shares 7,900 Est. Cost $6.02 Unrealized -9.9%
SSTK SHUTTERSTOCK INC 0.0%
Value $35,106 Shares 1,838 Est. Cost $23.59 Unrealized -9.4%
JELD JELD-WEN HOLDING INC 0.0%
Value $31,857 Shares 12,950 Est. Cost $5.07 Unrealized -35.3%
ASAN ASANA INC - CL A 0.0%
Value $19,537 Shares 1,425 Est. Cost $18.84 Unrealized -27.0%
CLOV CLOVER HEALTH INVESTMENTS CO 0.0%
Value $18,800 Shares 8,000 Est. Cost $2.73 Unrealized 0.0%
PSFE PAYSAFE LTD 0.0%
Value $14,101 Shares 1,743 Est. Cost $10.15 Unrealized -4.5%
FMC FMC CORP 0.0%
Value $13,870 Shares 1,000 Est. Cost $18.96 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS-A 0.0%
Value $10,771 Shares 3,314 Est. Cost $4.11 Unrealized -18.1%
MD PEDIATRIX MEDICAL GROUP INC 0.0%
Value $9,989 Shares 467 Est. Cost $10.79 Unrealized +89.8%
ASPN ASPEN AEROGELS INC 0.0%
Value $9,198 Shares 3,250 Est. Cost $5.16 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value $9,026 Shares 75 Est. Cost $30.36 Unrealized +280.4%
SONO SONOS INC 0.0%
Value $8,060 Shares 459 Est. Cost $19.44 Unrealized -10.3%
ADBE ADOBE INC 0.0%
Value $7,350 Shares 21 Est. Cost $358.75 Unrealized -5.2%
VREX VAREX IMAGING CORP 0.0%
Value $6,990 Shares 600 Est. Cost $11.78 Unrealized -0.5%
OLN OLIN CORP 0.0%
Value $6,853 Shares 329 Est. Cost $24.09 Unrealized -11.0%
PATH UIPATH INC - CLASS A 0.0%
Value $5,638 Shares 344 Est. Cost $15.79 Unrealized -1.4%
BLKB BLACKBAUD INC 0.0%
Value $5,382 Shares 85 Est. Cost $64.21 Unrealized -3.7%
GTM ZOOMINFO TECHNOLOGIES INC 0.0%
Value $4,831 Shares 475 Est. Cost $13.21 Unrealized -22.1%
PSTG PURE STORAGE INC - CLASS A 0.0%
Value $4,691 Shares 70 Est. Cost $58.42 Unrealized +43.0%
SBH SALLY BEAUTY HOLDINGS INC 0.0%
Value $4,635 Shares 325 Est. Cost $11.22 Unrealized +34.3%
RIG TRANSOCEAN LTD 0.0%
Value $4,171 Shares 1,010 Est. Cost $3.02 Unrealized +28.7%
GETY GETTY IMAGES HOLDINGS INC 0.0%
Value $4,020 Shares 3,000 Est. Cost $1.72 Unrealized 0.0%
CLVT CLARIVATE PLC 0.0%
Value $3,667 Shares 1,098 Est. Cost $4.26 Unrealized -16.5%
PYPL PAYPAL HOLDINGS INC 0.0%
Value $3,620 Shares 62 Est. Cost $75.14 Unrealized -13.7%
BZH BEAZER HOMES USA INC 0.0%
Value $3,608 Shares 178 Est. Cost $25.83 Unrealized -13.9%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $3,123 Shares 20 Est. Cost $156.63 Unrealized -8.5%
DNNGY ORSTED A/S -UNSP ADR 0.0%
Value $2,904 Shares 461 Est. Cost $9.50 Unrealized
PSNY POLESTAR AUTOMOTIVE-CL A ADS 0.0%
Value $2,671 Shares 125 Est. Cost $21.37 Unrealized
PSNY POLESTAR AUTOMOTIVE-CL A ADS 0.0%
Value $2,137 Shares 100 Est. Cost $21.37 Unrealized
RVP RETRACTABLE TECHNOLOGIES INC 0.0%
Value $1,351 Shares 1,750 Est. Cost $3.04 Unrealized -71.6%
TLRY TILRAY BRANDS INC 0.0%
Value $903 Shares 100 Est. Cost $12.20 Unrealized 0.0%
VTGN VISTAGEN THERAPEUTICS INC 0.0%
Value $662 Shares 1,000 Est. Cost $2.81 Unrealized +28.4%
IWR iShares Trust - iShares Russell Mid-Cap ETF 0.0%
Value $96 Shares 1 Est. Cost $69.00 Unrealized