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Portfolio (Quarterly) Guide ↗

Stelac Advisory Services LLC

· CIK 0001519676
13F Portfolio $537M AUM 168 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 3 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MRK MERCK & CO INC Healthcare 27,275.0 $3.5M 0.66% NEW $128.82 +17.0%
42 XLK SELECT SECTOR SPDR TR 16,664.0 $3.2M 0.59% NEW $190.52 -5.5%
43 BLK BLACKROCK INC Financial Services 3,075.0 $3.0M 0.56% NEW $976.78 +20.0%
44 RSPH INVESCO EXCHANGE TRADED FD T 90,287.0 $3.0M 0.56% NEW $33.19 +13.6%
45 NVO NOVO-NORDISK A S Healthcare 60,105.0 $2.9M 0.54% NEW $47.94 -2.1%
46 VDC VANGUARD WORLD FD 12,770.0 $2.9M 0.54% NEW $225.49 +4.5%
47 ORCL ORACLE CORP Technology 19,208.0 $2.8M 0.53% NEW $147.47 -3.4%
48 EPP ISHARES INC 52,151.0 $2.8M 0.52% NEW $53.26 +8.7%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 22,742.0 $2.7M 0.49% NEW $116.67 +50.8%
50 QQQ INVESCO QQQ TR Financial Services 3,388.0 $2.5M 0.47% NEW $736.40 -4.1%
51 VNQ VANGUARD INDEX FDS 25,100.0 $2.4M 0.45% NEW $96.43 +2.8%
52 SNY SANOFI SA Healthcare 56,555.0 $2.4M 0.45% NEW $42.75 +6.9%
53 EWC ISHARES INC 41,835.0 $2.4M 0.45% NEW $57.64 +7.8%
54 NKE NIKE INC Consumer Cyclical 52,091.0 $2.2M 0.40% NEW $41.62 -2.1%
55 PDD PDD HOLDINGS INC Consumer Cyclical 27,445.0 $2.1M 0.39% NEW $76.46 +13.9%
56 ABT ABBOTT LABORATORIES Healthcare 22,751.0 $2.1M 0.39% NEW $91.13 +28.0%
57 EMXC ISHARES INC 20,146.0 $2.1M 0.38% NEW $102.30 -5.8%
58 MBB ISHARES TR 21,192.0 $2.0M 0.37% NEW $94.52 -1.3%
59 ADBE ADOBE INC Technology 9,706.0 $2.0M 0.36% NEW $201.50 +37.1%
60 SPMO INVESCO EXCH TRADED FD TR II 11,728.0 $1.9M 0.35% NEW $161.54 -9.5%
Page 3 of 9  ·  168 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 32.7%
Financial Services 20.7%
Communication Services 15.9%
Consumer Cyclical 10.2%
Healthcare 8.7%
Industrials 5.0%
Real Estate 3.8%
Energy 1.4%
Basic Materials 1.3%
Consumer Defensive 0.3%