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Portfolio (Quarterly) Guide ↗

RHODES INVESTMENT ADVISORS INC /ADV

· CIK 0001005186
13F Portfolio $124M AUM 116 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 116 New
Page 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB SLB LIMITED Energy 6,090.0 $234K 0.19% NEW $38.38 +48.5%
102 PPA INVESCO EXCHANGE TRADED FD 1,485.0 $233K 0.19% NEW $156.63 +5.7%
103 FEP FIRST TR EXCH TRD ALPHDX FD 4,170.0 $224K 0.18% NEW $53.75 +8.5%
104 PROSHARES TR 5,025.0 $224K 0.18% NEW $44.48
105 FTA FIRST TR EXCHANGE-TRADED 2,505.0 $216K 0.17% NEW $86.15 +7.3%
106 RDVI FIRST TR EXCHANGE-TRADED FD 7,975.0 $209K 0.17% NEW $26.24 +3.0%
107 PFF ISHARES TR 6,675.0 $207K 0.17% NEW $30.96 +0.6%
108 SBR SABINE RTY TR Energy 2,955.0 $203K 0.16% NEW $68.57 +13.0%
109 XLE SELECT SECTOR SPDR TR 4,510.0 $202K 0.16% NEW $44.71 +35.2%
110 RITM RITHM CAPITAL CORP Real Estate 16,650.0 $181K 0.15% NEW $10.90 -15.8%
111 LADR LADDER CAP CORP Real Estate 13,750.0 $151K 0.12% NEW $10.99 -8.9%
112 EATON VANCE TAX-MANAGED 10,000.0 $144K 0.12% NEW $14.36
113 NRO NEUBERGER REAL ESTATE Financial Services 31,000.0 $94K 0.08% NEW $3.04 -3.0%
114 MIN MFS INTER INCOME TR Financial Services 18,700.0 $49K 0.04% NEW $2.61 -6.3%
115 CIF MFS INTER HIGH INCOME FD Financial Services 25,000.0 $42K 0.03% NEW $1.70 -5.2%
116 PRME PRIME MEDICINE INC Healthcare 10,750.0 $37K 0.03% NEW $3.47 -19.7%
Page 6 of 6  ·  116 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 24.0%
Financial Services 22.3%
Communication Services 17.0%
Consumer Cyclical 9.4%
Industrials 7.9%
Energy 7.2%
Consumer Defensive 4.7%
Healthcare 3.9%
Utilities 2.2%
Real Estate 1.3%