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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 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VNQ VANGUARD INDEX FDS 3,619.0 $349K 0.02% -214.0 -5.6% $96.43 +1.9%
102 VB VANGUARD INDEX FDS 1,145.0 $347K 0.02% -130.0 -10.2% $303.12 +0.6%
103 QCOM QUALCOMM INC Technology 1,840.0 $340K 0.02% -724.0 -28.2% $184.79 -14.3%
104 IQVIA HLDGS INC 1,687.0 $326K 0.02% -48.0 -2.8% $193.22
105 PGF INVESCO EXCHANGE TRADED FD T 22,702.0 $311K 0.02% -1K -4.9% $13.71 -2.4%
106 VHT VANGUARD WORLD FD 1,000.0 $299K 0.02% -55.0 -5.2% $299.01 +6.8%
107 PFF ISHARES TR 9,454.0 $288K 0.02% -600.0 -6.0% $30.49 +0.0%
108 MLPA GLOBAL X FDS 5,420.0 $288K 0.02% -310.0 -5.4% $53.08 +7.0%
109 KMX CARMAX INC Consumer Cyclical 5,340.0 $282K 0.02% -83K -93.9% $52.89 +9.9%
110 RDIV INVESCO EXCH TRADED FD TR II 4,470.0 $259K 0.02% -63.0 -1.4% $58.00 +9.6%
111 BP BP PLC Energy 6,825.0 $252K 0.02% -305.0 -4.3% $36.95 +17.5%
112 MAR MARRIOTT INTL INC NEW Consumer Cyclical 675.0 $250K 0.02% -23.0 -3.3% $370.59 -3.2%
113 ABT ABBOTT LABORATORIES Healthcare 2,647.0 $240K 0.02% -541.0 -17.0% $90.75 +24.2%
114 DIS DISNEY WALT CO Communication Services 2,456.0 $236K 0.02% -210.0 -7.9% $96.25 +9.0%
115 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,099.0 $236K 0.02% -745.0 -15.4% $57.63 +14.9%
116 NEE NEXTERA ENERGY INC Utilities 2,655.0 $233K 0.02% -1K -30.9% $87.79 -1.3%
117 HYG ISHARES TR 2,851.0 $228K 0.01% -219.0 -7.1% $79.98 -0.5%
118 FRA BLACKROCK FLOATING RATE INCO Financial Services 20,654.0 $227K 0.01% -4K -15.8% $10.99 -0.4%
119 O REALTY INCOME CORP Real Estate 3,545.0 $220K 0.01% -43.0 -1.2% $61.96 +0.8%
120 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 233.0 $218K 0.01% -100.0 -30.0% $935.47 +3.5%
Page 6 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%