PTNT

Corgi Funds$24.33-0.35 (-1.43%)
AUM $1.1MER 0.35%NAV $24.15Holdings 30

Price Chart

Key Statistics

Previous Close

$24.68

Day Range

$24.33$24.33

52-Week Range

$5.75$28.06

Avg Volume

200

Dividend Yield

Expense Ratio

0.35%

AUM

$1.1M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology43.82%
Communication Services22.94%
Consumer Cyclical22.26%
Healthcare7.58%
Industrials3.40%

Country Allocation

CountryWeight %
United States88.27%
United Kingdom5.60%
Other3.78%
Finland2.35%

Fund Information

Category
Technology
Inception Date
May 5, 2026
Description
PTNT targets pure-play or the top 10 companiesthatderive material revenue from IP licensing, royalties, or franchising.The fund targetslicensors and royalty-driven businesses across sectors, including wireless patent holders that collect per-device royalties, semiconductor architecture companies that license core processor designs, software, media, brand, and trademark licensors, franchise operators, pharmaceutical and life sciences royalty companies, and precious metals streaming businesses.Using a bottom-up approach that combines fundamental analysis with thematic and quantitativescreening, the fund invests in US and international stocks of any market capitalization. Otherfactors include supply chain positioning, growth potential, and valuation. Up to 15% may beallocatedto illiquid investments, including passive minority interests in SPVs. Holdings may include cash, cash equivalents, or short-term US treasuries for liquidity or portfolio management.

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The Corgi ETF Trust I - Corgi IP Licensing & Royalties ETF (PTNT) is an exchange-traded fund issued by Corgi Funds that launched on May 5, 2026. It currently manages $1.1M in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 30 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 53.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1MCDMcDonald's Corp7.55%324$82K
2QCOMQUALCOMM Inc6.76%415$73K
3NFLXNetflix Inc6.24%892$68K
4ARMARM Holdings PLC5.47%234$59K
5DISWalt Disney Co/The5.26%540$57K
6IBMInternational Business Machines Corp5.04%234$55K
7YUMYum! Brands Inc4.41%333$48K
8RPRXRoyalty Pharma PLC4.33%801$47K
9CDNSCadence Design Systems Inc4.25%162$46K
10VRSNVeriSign Inc4.07%153$44K
11FWONKLiberty Media Corp-Liberty Formula One3.95%450$43K
12SNPSSynopsys Inc3.95%108$43K
13First American Government Obligations Fund 12/01/20313.72%40,369$40K
14TKOTKO Group Holdings Inc3.30%189$36K
15ADEAAdeia Inc3.13%1,294$34K

Detailed Returns

PeriodReturnETF
1D
-1.43%
1W
+0.52%
1M
-2.33%
3M
-10.55%
6M
-4.44%
YTD
-4.44%
1Y
+182.73%
3Y
+496.49%
5Y
+496.49%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.06

Current Price

$24.33

52-Week Low

$5.75

$5.75$28.06

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricPTNTTechnology(1660 ETFs)
Fund Info
Expense Ratio0.35%0.61%
AUM$1.1M$6.83B
Dividend Yield2.94%
Avg Volume200432.5K
Holdings30198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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