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Portfolio (Quarterly) Guide ↗

MARINO, STRAM & ASSOCIATES LLC

· CIK 0001099762
13F Portfolio $553M AUM 185 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 185 New
Page 8 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TJX TJX COS INC NEW Consumer Cyclical 2,335.0 $359K 0.07% NEW $153.59 +6.9%
142 VNQ VANGUARD INDEX FDS 4,024.0 $356K 0.06% NEW $88.50 +9.1%
143 GSIE GOLDMAN SACHS ETF TR 8,026.0 $345K 0.06% NEW $42.94 +8.0%
144 INTC INTEL CORP Technology 9,332.0 $344K 0.06% NEW $36.90 +282.0%
145 ADI ANALOG DEVICES INC Technology 1,222.0 $331K 0.06% NEW $271.26 +64.2%
146 MGC VANGUARD WORLD FD 1,301.0 $327K 0.06% NEW $251.17 +8.7%
147 TRV TRAVELERS COMPANIES INC Financial Services 1,121.0 $325K 0.06% NEW $290.08 +7.1%
148 MMM 3M CO Industrials 2,005.0 $321K 0.06% NEW $160.14 +1.9%
149 GSK GSK PLC Healthcare 6,397.0 $314K 0.06% NEW $49.04 +3.5%
150 EVTR MORGAN STANLEY ETF TRUST 6,064.0 $312K 0.06% NEW $51.50 -1.5%
151 AGG ISHARES TR 3,031.0 $303K 0.06% NEW $99.88 -1.3%
152 SUSL ISHARES TR 2,451.0 $297K 0.05% NEW $121.27 +8.1%
153 VIGI VANGUARD WHITEHALL FDS 3,143.0 $287K 0.05% NEW $91.45 +2.0%
154 NULV NUSHARES ETF TR 6,266.0 $282K 0.05% NEW $45.05 +10.6%
155 SDVY FIRST TR EXCHANGE-TRADED FD 7,306.0 $280K 0.05% NEW $38.32 +10.5%
156 AVUV AMERICAN CENTY ETF TR 2,733.0 $279K 0.05% NEW $101.98 +20.0%
157 FENI FIDELITY COVINGTON TRUST 7,603.0 $278K 0.05% NEW $36.58 +10.7%
158 NOW SERVICENOW INC Technology 1,800.0 $276K 0.05% NEW $153.19 -39.3%
159 DLN WISDOMTREE TR 3,076.0 $271K 0.05% NEW $88.08 +9.4%
160 ABT ABBOTT LABS Healthcare 2,152.0 $270K 0.05% NEW $125.30 -29.9%
Page 8 of 10  ·  185 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
Financial Services 22.9%
Technology 22.0%
Healthcare 12.1%
Consumer Defensive 10.0%
Communication Services 8.2%
Energy 7.1%
Consumer Cyclical 6.7%
Industrials 5.0%
Utilities 4.5%
Real Estate 1.6%