October Effect Ltd Portfolio Stock Holdings

October Effect Ltd disclosed 64 stock positions valued at approximately $86.8 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, SPROTT ASSET MANAGEMENT LP, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
64
Portfolio Value
$86.8M
Holdings by Sector
October Effect Ltd Portfolio Holdings in Q1 2026

62 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology11.19%55,706-9,244-14.23%$9,715,126
SPROTT ASSET MANAGEMENT LPPSLVOther5.08%180,793+180,793+100.00%$4,409,541
SPDR SERIES TRUSTBILOther4.86%46,044-9,643-17.32%$4,219,472
META PLATFORMS INCMETACommunication Services4.58%6,956-2,320-25.01%$3,979,736
GE VERNOVA INCGEVUtilities3.69%3,674-474-11.43%$3,207,035
DIREXION SHARES ETF TRUSTSOXLOther3.32%60,132-35,546-37.15%$2,880,924
GE AEROSPACEGEIndustrials3.22%9,851+87+0.89%$2,795,418
AMAZON COM INCAMZNConsumer Cyclical2.91%12,124+5,449+81.63%$2,525,065
HYCROFT MINING HOLDING CORPHYMCBasic Materials2.79%68,856+68,856+100.00%$2,423,731
STATE STR SPDR S&P 500 ETF TSPYOther2.77%3,695+802+27.72%$2,403,006
PROSHARES TRTQQQOther2.62%54,523-6,970-11.33%$2,272,519
SPDR SERIES TRUSTSPLGOther2.58%29,263+1,042+3.69%$2,239,790
INNOVATOR ETFS TRUSTQFLROther2.57%66,940-1,315-1.93%$2,229,102
SPDR SERIES TRUSTSPTIOther2.31%70,043-991-1.40%$2,007,432
MAGNOLIA OIL & GAS CORPMGYEnergy2.13%58,680+58,680+100.00%$1,852,528
ISHARES TRIWFOther1.99%4,059+99+2.50%$1,730,758
ISHARES TRAGGOther1.95%17,060+206+1.22%$1,693,546
INVESCO EXCH TRADED FD TR IITANOther1.87%29,207+29,207+100.00%$1,627,122
SSGA ACTIVE TRXLSROther1.76%26,466+6,512+32.64%$1,528,147
ALPHABET INCGOOGLCommunication Services1.75%5,287-1,074-16.88%$1,520,330
ADVANCED MICRO DEVICES INCAMDTechnology1.69%7,222--$1,469,171
FIDELITY COVINGTON TRUSTFBCGOther1.58%27,310-290-1.05%$1,368,777
TESLA INCTSLAConsumer Cyclical1.41%3,286-2,324-41.43%$1,221,571
OKLO INCOKLOUtilities1.37%23,988+11,259+88.45%$1,189,565
SPDR INDEX SHS FDSSPDWOther1.35%25,653+7,338+40.07%$1,171,059
LUMEN TECHNOLOGIES INCLUMNCommunication Services1.31%163,995-25,950-13.66%$1,139,765
SPDR INDEX SHS FDSSPEMOther1.30%24,065+5,013+26.31%$1,128,889
BOEING COBAIndustrials1.17%5,116+4,171+441.38%$1,018,235
GILEAD SCIENCES INCGILDHealthcare1.12%6,985-30-0.43%$973,499
WESTERN DIGITAL CORPWDCTechnology1.04%3,340+3,340+100.00%$903,437
INNOVATOR ETFS TRUSTZALTOther1.01%27,006+18,864+231.69%$876,615
ECHOSTAR CORPSATSTechnology0.98%7,250-1,000-12.12%$848,758
SPROUTS FMRS MKT INCSFMConsumer Defensive0.95%10,700+10,700+100.00%$825,291
NETFLIX INC.NFLXCommunication Services0.92%8,350--$802,853
LOCKHEED MARTIN CORPLMTIndustrials0.84%1,212--$732,521
VANGUARD WORLD FDVGTOther0.82%1,023-25-2.39%$713,768
NEOS ETF TRUSTQQQIOther0.80%13,949+169+1.23%$693,126
ISHARES TRACWXOther0.79%10,031+628+6.68%$686,823
FIFTH THIRD BANCORPFITBFinancial Services0.77%14,359+14,359+100.00%$667,119
ISHARES TRIWPOther0.75%5,064+53+1.06%$648,800
HUNTINGTON INGALLS INDS INCHIIIndustrials0.73%1,668+1,668+100.00%$633,673
SPDR SERIES TRUSTXAROther0.71%2,444-105-4.12%$620,727
ALTRIA GROUP INCMOConsumer Defensive0.70%9,277-300-3.13%$612,189
PEPSICO INCPEPConsumer Defensive0.68%3,812--$591,965
SPDR SERIES TRUSTSPSMOther0.61%10,874+2,581+31.12%$525,432
APPLE INCAAPLTechnology0.51%1,755--$445,401
DOW HLDGS INCDOWBasic Materials0.44%9,257+9,257+100.00%$385,554
SPDR GOLD TRGLDOther0.44%886+158+21.70%$381,237
SPDR SERIES TRUSTSPMDOther0.40%5,927+1,439+32.06%$350,997
SUBURBAN PROPANE PARTNERS LSPHUtilities0.39%17,100--$336,699
SSGA ACTIVE TRFISROther0.38%12,805+4,819+60.34%$329,345
SPDR SERIES TRUSTJNKOther0.36%3,287+309+10.38%$314,632
FIRST TR EXCHANGE-TRADED FDFPXOther0.36%1,972-764-27.92%$313,173
SPDR INDEX SHS FDSGWXOther0.32%6,566+1,604+32.33%$277,282
TC ENERGY CORPTRPEnergy0.31%4,300--$269,180
PHILIP MORRIS INTL INCPMConsumer Defensive0.30%1,596--$263,883
VANGUARD INDEX FDSVOTOther0.24%826-30-3.50%$212,571
FIRST TR EXCHANGE-TRADED FDNXTGOther0.23%1,800+1,800+100.00%$201,459
QUANTUM COMPUTING INCQUBTTechnology0.19%23,675+23,675+100.00%$162,174
SIGA TECHNOLOGIES INCSIGAHealthcare0.13%20,300-2,800-12.12%$108,605
MILESTONE PHARMACEUTICALS INMISTHealthcare0.07%51,950-150-0.29%$61,821
ANAVEX LIFE SCIENCES CORPAVXLHealthcare0.05%15,250-31,030-67.05%$46,818