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Portfolio (Quarterly) Guide ↗

ProVise Management Group, LLC

· CIK 0001305707
13F Portfolio $1.5B AUM 282 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 35 New 94 Added 125 Reduced 10 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMRIZE LTD 147,716.0 $7.9M 0.53% NEW $53.30
2 ACN ACCENTURE PLC IRELAND Technology 53,332.0 $6.6M 0.45% NEW $124.44 +36.6%
3 FERG FERGUSON ENTERPRISES INC Industrials 26,978.0 $6.4M 0.43% NEW $237.33 +3.2%
4 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,900.0 $5.5M 0.37% NEW $501.36 +16.8%
5 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 23,690.0 $2.9M 0.20% NEW $123.11 +25.3%
6 BSCV INVESCO EXCH TRD SLF IDX FD 114,515.0 $1.9M 0.13% NEW $16.39 -0.6%
7 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,889.0 $1.4M 0.10% NEW $296.04 +13.3%
8 OTIS OTIS WORLDWIDE CORP Industrials 8,365.0 $599K 0.04% NEW $71.60 -1.5%
9 INTC INTEL CORP Technology 2,934.0 $410K 0.03% NEW $139.64 -25.9%
10 IBDV ISHARES TR 18,784.0 $409K 0.03% NEW $21.80 -0.9%
11 IBDW ISHARES TR 17,617.0 $367K 0.03% NEW $20.84 -1.1%
12 IBDU ISHARES TR 15,460.0 $358K 0.02% NEW $23.16 -0.4%
13 VDC VANGUARD WORLD FD 1,434.0 $323K 0.02% NEW $225.43 +2.1%
14 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,400.0 $314K 0.02% NEW $223.95 +18.8%
15 CRS CARPENTER TECHNOLOGY CORP Industrials 501.0 $309K 0.02% NEW $616.84 -12.1%
16 FEP FIRST TR EXCH TRD ALPHDX FD 5,397.0 $308K 0.02% NEW $57.05 +5.4%
17 IBDT ISHARES TR 11,820.0 $298K 0.02% NEW $25.25 -0.2%
18 FORTINET INC 1,911.0 $294K 0.02% NEW $153.62
19 DELL DELL TECHNOLOGIES INC Technology 646.0 $279K 0.02% NEW $431.42 +11.2%
20 PPA INVESCO EXCHANGE TRADED FD T 1,536.0 $271K 0.02% NEW $176.65 +3.7%
Page 1 of 2  ·  35 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 22.8%
Technology 20.3%
Communication Services 15.5%
Healthcare 13.2%
Consumer Cyclical 8.2%
Consumer Defensive 6.4%
Industrials 5.3%
Energy 4.1%
Utilities 2.0%
Real Estate 1.4%