RED REEF ADVISORS LLC

Micron Technology Inc (MU) gained $0.82 million in market value inside Red Reef Advisors LLC's portfolio in Q2 2026, masking the fact that the firm actually sold $0.92 million worth of shares. This contradiction sits at the center of the firm's latest 13F filing, where total portfolio assets grew from $95.55 million to $108.43 million. A similar dynamic played out in Eli Lilly & Co (LLY), where a $0.31 million net outflow was offset by price gains that lifted reported value by $0.54 million to $3.34 million. Capital was redirected into Tesla Inc (TSLA), which received $0.74 million in net inflows to reach $2.77 million (2.55% of reported assets).