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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 4,556.0 $535K 0.04% -660.0 -12.7% $117.47 -5.1%
82 CENCORA INC 1,871.0 $529K 0.04% -260.0 -12.2% $282.98
83 ROK ROCKWELL AUTOMATION INC Industrials 1,046.0 $518K 0.04% -81.0 -7.2% $495.08 -11.9%
84 SOUTHSTATE BK CORP 5,146.0 $514K 0.03% -708.0 -12.1% $99.90
85 VIS VANGUARD WORLD FD 1,404.0 $506K 0.03% -10.0 -0.7% $360.38 -1.9%
86 DVY ISHARES TR 2,912.0 $455K 0.03% -231.0 -7.3% $156.30 +5.8%
87 SOXX ISHARES TR 704.0 $451K 0.03% -13.0 -1.8% $640.76 -17.9%
88 CRWD CROWDSTRIKE HLDGS INC Technology 585.0 $446K 0.03% -18.0 -3.0% $190.79 +10.8%
89 IBM INTERNATIONAL BUSINESS MACHS Technology 1,450.0 $408K 0.03% -103.0 -6.6% $281.20 -17.4%
90 BGT BLACKROCK FLOATING RATE INC Financial Services 37,185.0 $396K 0.03% -2K -4.4% $10.66 +2.4%
91 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 27,467.0 $393K 0.03% -1K -3.8% $14.31 -0.3%
92 MS MORGAN STANLEY Financial Services 1,862.0 $389K 0.03% -162.0 -8.0% $209.07 +3.5%
93 VLO VALERO ENERGY CORP Energy 1,468.0 $382K 0.03% -700.0 -32.3% $260.44 +33.4%
94 MDYV SPDR SERIES TRUST 3,981.0 $378K 0.03% -122.0 -3.0% $94.85 +1.4%
95 APOS APOLLO GLOBAL MGMT INC Financial Services 3,150.0 $373K 0.03% -603.0 -16.1% $118.31 -78.5%
96 SCHX SCHWAB STRATEGIC TR 12,476.0 $367K 0.03% -3K -17.6% $29.43 +3.0%
97 IVE ISHARES TR 1,600.0 $363K 0.02% -119.0 -6.9% $227.06 +4.5%
98 MO ALTRIA GROUP INC Consumer Defensive 4,966.0 $357K 0.02% -36.0 -0.7% $71.95 -9.7%
99 KKR KKR & CO INC Financial Services 3,884.0 $356K 0.02% -400.0 -9.3% $91.78 +17.5%
100 VTI VANGUARD INDEX FDS 962.0 $356K 0.02% -115.0 -10.7% $370.04 +2.6%
Page 5 of 7  ·  125 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%