Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VOOVanguard S&P 500 ETF | $17.6M | 10.8% | +25.5% |
| GLDSPDR Gold Trust | $13.8M | 8.5% | |
| SPSBSPDR Portfolio Short Term Corporate Bond ETF | $8.6M | 5.3% | +62.6% |
| SHViShares Short Treasury Bond ETF | $7.2M | 4.4% | +29.0% |
| VEAVanguard FTSE Developed Markets ETF | $6.2M | 3.8% | +21.7% |
| SDYSPDR S&P Dividend ETF | $6.1M | 3.7% | +48.2% |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $5.4M | 3.3% | −4.2% |
| VCSHVanguard Short-Term Corporate Bond ETF | $5.3M | 3.2% | +37.1% |
| EZUiShares MSCI EMU Fund | $5.1M | 3.1% | |
| VGSHVanguard Short-Term Treasury ETF | $5.1M | 3.1% | +21.0% |
| VYMVanguard High Dividend Yield ETF | $5.1M | 3.1% | +13.6% |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $4.5M | 2.8% | +18.5% |
| QLTAiShares Aaa - A Rated Corporate Bond ETF | $4.4M | 2.7% | +25.1% |
| SPYSPDR S&P 500 ETF Trust | $4.4M | 2.7% | +10.3% |
| BILSPDR Bloomberg 1-3 Month T-Bill ETF | $4.1M | 2.5% | +102.8% |
| EWLiShares MSCI Switzerland Fund | $3.9M | 2.4% | +1.1% |
| GOOGLAlphabet Inc | $3.9M | 2.4% | −15.4% |
| FTGCFirst Trust Global Tactical Commodity Strategy Fund | $3.8M | 2.3% | |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $3.8M | 2.3% | |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $3.8M | 2.3% | +4.7% |
| FEZSpdr Euro Stoxx 50 Etf | $3.6M | 2.2% | |
| RINGiShares MSCI Global Gold Miners ETF | $3.2M | 2.0% | +25.8% |
| TIPiShares TIPS Bond ETF USD (D | $2.6M | 1.6% | +53.2% |
| AAPLApple Inc | $2.5M | 1.5% | −22.4% |
| VWOVanguard FTSE Emerging Markets ETF | $2.4M | 1.5% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| RSPTInvesco S&P 500 Equal Weight Technology ETF | December 31, 2025 | +41.7% | $5.4M |
| AAXJiShares MSCI All Country Asia ex Japan ETF | December 31, 2025 | +28.1% | $2.0M |
| SCHASchwab US Small Cap ETF | December 31, 2025 | +26.9% | $1.2M |
| QQQInvesco QQQ Trust Series I | December 31, 2025 | +19.9% | $842K |
| IXCiShares Global Energy ETF | December 31, 2025 | +17.2% | $1.1M |
| IWRiShares Russell Mid-Cap ETF | December 31, 2025 | +14.6% | $2.2M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $3.9M |
| VEAVanguard FTSE Developed Markets ETF | December 31, 2025 | +14.1% | $6.2M |
| HDViShares Core High Dividend ETF | December 31, 2025 | +12.7% | $889K |
| VWOVanguard FTSE Emerging Markets ETF | December 31, 2025 | +11.0% | $2.4M |
Sold off last quarter
- CVXChevron Corporation was $931K
- TSMTaiwan Semiconductor Manufacturing Co Ltd was $746K
- UBS Group Inc.CUSIP H42097107 was $677K
- PBRPetroleo Brasileiro SA - Petrobras was $627K
- PFEPfizer Inc was $543K
- UPSUnited Parcel Service Inc was $472K
- KHCThe Kraft Heinz Company was $244K
- SLViShares Silver Trust was $239K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +4.7% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +5.0% | +10.5% |
| March 31, 2025 | +1.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Climber Capital SA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011229&type=13F-HR&dateb=&owner=include&count=40CIK 2011229
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011229/000201122926000003/Filed July 22, 2026 · accession 0002011229-26-000003