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Portfolio (Quarterly) Guide ↗

Camarda Financial Advisors, LLC

· CIK 0001536444
13F Portfolio $331M AUM 122 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 122 New
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNDK SANDISK CORP Technology 2,000.0 $4.5M 1.38% NEW $2273.73 -32.4%
22 MU MICRON TECHNOLOGY INC Technology 3,854.0 $4.4M 1.35% NEW $1154.38 -19.1%
23 SBUX STARBUCKS CORP Consumer Cyclical 40,208.0 $4.1M 1.24% NEW $102.19 +3.9%
24 GS GOLDMAN SACHS GROUP INC Financial Services 4,024.0 $4.1M 1.23% NEW $1011.35 -0.9%
25 AMZN AMAZON COM INC Consumer Cyclical 17,062.0 $4.1M 1.23% NEW $238.34 +7.0%
26 JBL JABIL INC Technology 10,511.0 $4.1M 1.23% NEW $385.48 -22.4%
27 WDC WESTERN DIGITAL CORP Technology 6,272.0 $4.0M 1.21% NEW $638.72 -29.5%
28 MAR MARRIOTT INTL INC NEW Consumer Cyclical 10,764.0 $4.0M 1.21% NEW $370.59 -9.7%
29 KO COCA COLA CO Consumer Defensive 48,469.0 $3.9M 1.19% NEW $81.27 +8.3%
30 BA BOEING CO Industrials 18,149.0 $3.9M 1.19% NEW $216.47 -5.0%
31 MRVL MARVELL TECHNOLOGY INC Technology 11,677.0 $3.5M 1.05% NEW $297.89 -29.4%
32 TT TRANE TECHNOLOGIES PLC Industrials 7,011.0 $3.4M 1.04% NEW $491.16 -10.4%
33 SHV ISHARES TR 30,367.0 $3.4M 1.01% NEW $110.35 -0.3%
34 MBSF VALUED ADVISERS TR 123,227.0 $3.2M 0.96% NEW $25.68 +0.1%
35 AMLP ALPS ETF TR 58,695.0 $3.0M 0.92% NEW $51.85 +7.7%
36 ORCL ORACLE CORP Technology 20,677.0 $3.0M 0.92% NEW $146.55 -3.6%
37 TJX TJX COS INC NEW Consumer Cyclical 19,565.0 $3.0M 0.90% NEW $151.50 -12.0%
38 PSFD PACER FDS TR 73,671.0 $2.9M 0.89% NEW $39.84 +2.0%
39 ASML ASML HLDG NV Technology 1,474.0 $2.9M 0.89% NEW $1989.44 -16.3%
40 CARY ANGEL OAK FUNDS TRUST 140,367.0 $2.9M 0.88% NEW $20.78 -1.0%
Page 2 of 7  ·  122 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 61.4%
Industrials 11.6%
Consumer Cyclical 10.4%
Financial Services 6.6%
Communication Services 5.4%
Consumer Defensive 3.0%
Energy 1.2%
Utilities 0.2%
Healthcare 0.2%