Turner Capital Investments, LLC — Inside Their 13F Portfolio

CIK: 0002106280

High-turnover trader

Total reported value

—

Reporting period: 2026-06-30 · Number of holdings: 1

Turner Capital Investments, LLC disclosed 1 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of — and a quarterly turnover rate of 100.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Sold out MSTR
Unchanged 000000000

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Performance for Q3 2026

-40.4%

Performance Last 4 Quarters

-40.4%

Based on 2 months of available history

Stdev: +133.4%
Beta: +124.76
Alpha: +881.4%
Max Drawdown: 0%
Annualized Perf: -95.5%
Batting Avg vs S&P: +50%
Sortino: -1.96
Stutzer: —
Treynor: -0.02
Sterling: —
Calmar: —
Information Ratio: -1.58
Tracking Error: +132.4%
Stdev Down: +111.1%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.74
Sharpe: -1.63
Stdev Sectors: —
Skewness: —
Kurtosis: —
Upside Potential: +0.49

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-06-30	1	—	100
2026-03-31	1	$420.7K	100	1MSTR Top holdings2026-03-31 1.MSTR
2025-12-31	6	$88.3M	0	1UPRO 2ETHE 3QQQ Top holdings2025-12-31 1.UPRO 2.ETHE 3.QQQ 4.QLD 5.SPY 6.SSO

Holding changes this quarter

Turner Capital Investments, LLC's most significant position changes for 2026-06-30: Sold out: Strategy INC (MSTR).

Position changes disclosed by Turner Capital Investments, LLC for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSTR	Strategy INC	—	EXIT	Sold out
2	✓	Ikena Oncology INC	—	—	Unchanged

Filing History

Period	Filed	Type	EDGAR
2026-06-30	2026-07-08	13F-HR	View on EDGAR
2026-03-31	2026-04-09	13F-HR	View on EDGAR
2025-12-31	2026-01-26	13F-HR	View on EDGAR

FAQ

What is Turner Capital Investments, LLC and what type of investor is it?

Turner Capital Investments, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Turner Capital Investments, LLC's largest equity positions?

Based on the latest 13F filing, Turner Capital Investments, LLC's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Turner Capital Investments, LLC make in its most recent portfolio filing?

In the latest quarter, Turner Capital Investments, LLC took a more defensive posture — trimming 0 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Strategy INC (MSTR)

What sectors does Turner Capital Investments, LLC focus on?

Sector breakdown data is not yet available for Turner Capital Investments, LLC. Check back after the next 13F processing cycle.