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Portfolio (Quarterly) Guide ↗

PERRYMAN FINANCIAL ADVISORY INC /AD

· CIK 0000934040
13F Portfolio $667.0B AUM 175 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 85 Added 47 Reduced 4 Exited
Page 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CB CHUBB LTD SWITZ Financial Services 709.0 $231K 0.04% $325.93 -0.5%
162 VGT VANGUARD WORLD FD 331.0 $231K 0.04% +10.0 +3.1% $697.88 -83.8%
163 XTN SPDR SERIES TRUST 2,458.0 $229K 0.03% $93.02 +8.8%
164 ARKK ARK ETF TR 3,366.0 $227K 0.03% -2K -31.1% $67.58 +10.8%
165 GLD SPDR GOLD TR Financial Services 527.0 $227K 0.03% $430.29 -0.7%
166 IBM INTERNATIONAL BUSINESS MACHS Technology 926.0 $225K 0.03% +28.0 +3.1% $242.51 -10.0%
167 VZ VERIZON COMMUNICATIONS INC Communication Services 4,397.0 $221K 0.03% NEW $50.20 -6.3%
168 MCD MCDONALDS CORP Consumer Cyclical 674.0 $209K 0.03% -238.0 -26.1% $310.74 -11.5%
169 BINC BLACKROCK ETF TRUST II 4,000.0 $208K 0.03% NEW $51.93 +0.3%
170 UNH UNITEDHEALTH GROUP INC Healthcare 763.0 $207K 0.03% -255.0 -25.1% $270.67 +47.4%
171 SPIB SPDR SERIES TRUST 6,152.0 $206K 0.03% NEW $33.54 -0.7%
172 SCHV SCHWAB STRATEGIC TR 6,727.0 $205K 0.03% NEW $30.50 +6.8%
173 NUV NUVEEN MUN VALUE FD INC Financial Services 11,995.0 $108K 0.02% +85.0 +0.7% $8.99 +2.0%
174 CALL SOUNDHOUND AI INC 100.0 $2K NEW $19.30
175 CALL AIRSHIP AI HLDGS INC 100.0 $38.0 NEW $0.38
Page 9 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.5%
Financial Services 15.1%
Industrials 10.5%
Consumer Cyclical 10.1%
Communication Services 8.1%
Energy 7.6%
Consumer Defensive 6.9%
Healthcare 4.8%
Real Estate 1.1%
Basic Materials 0.4%