As of closing bell Wednesday, December 31, 2025
Sandstone Capital Top 10 Holdings
Security Name CUSIP Weighting Price Unrealized Gain Yield
Goldman Sachs
GPIQ ETF 38149W630 14.34% $52.87 11.35% 9.6%
JP Morgan Chase
JEPQ ETF 46654Q203 9.14% $58.12 40.45% 10.1%
Exxon Mobil Corp 30231G102 7.14% $120.34 17.80% 3.4%
Evergy Incorporated 30034W106 6.15% $72.49 33.55% 3.8%
MPLX
Limited Partners US55336V1008 5.88% $53.37 57.04% 8.0%
​ NEOS Investments
QQQH Hedged Equity 78433H576 5.54% $54.30 -1.55% 8.7%
Duke Energy Corp 26441C204 4.97% $117.21 34.74% 3.6%
Realty Income 756109104 4.78% $56.37 7.91% 5.7%
NEOS Investments BTCI Bitcoin ETF 78433H642 4.66% $44.02 -29.58% 36.76%
One Main Financial 29104L100 4.58% $67.55 11.31% 6.2%
28%
6.97%
7.8%
Turnover Rate YTD Performance % Annual Yield
Sector Exposure
Sandstone Capital LLC Total Portfolio Allocation Holdings
