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Portfolio (Quarterly) Guide ↗

Stonehearth Capital Management, LLC

· CIK 0001550191
13F Portfolio $293M AUM 94 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 15 Added 51 Reduced 13 Exited
Page 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AOR ISHARES TR 3,315.0 $230K 0.08% -402.0 -10.8% $69.50 +0.8%
82 CSCO CISCO SYS INC Technology 1,928.0 $226K 0.08% NEW $117.46 -7.0%
83 GILD GILEAD SCIENCES INC Healthcare 1,775.0 $224K 0.08% NEW $126.34 +19.5%
84 ORCL ORACLE CORP Technology 1,496.0 $219K 0.07% -3K -64.8% $146.50 +8.4%
85 MSFT MICROSOFT CORP Technology 581.0 $217K 0.07% $373.14 +33.9%
86 DKS DICKS SPORTING GOODS INC Consumer Cyclical 955.0 $217K 0.07% -132.0 -12.1% $226.81 -38.6%
87 THC TENET HEALTHCARE CORP Healthcare 1,128.0 $211K 0.07% -169.0 -13.0% $187.08 +41.7%
88 SBUX STARBUCKS CORP Consumer Cyclical 2,065.0 $211K 0.07% NEW $102.19 +2.2%
89 UBER UBER TECHNOLOGIES INC Technology 2,906.0 $210K 0.07% -128.0 -4.2% $72.16 +5.0%
90 EFAX SPDR INDEX SHS FDS 3,869.0 $209K 0.07% NEW $54.12 +3.4%
91 VOO VANGUARD INDEX FDS 297.0 $204K 0.07% -699.0 -70.2% $686.81 +3.1%
92 QCOM QUALCOMM INC Technology 1,090.0 $201K 0.07% -692.0 -38.8% $184.79 -8.7%
93 JPM JPMORGAN CHASE & CO Financial Services 614.0 $201K 0.07% -500.0 -44.9% $327.33 +9.6%
94 CROX CROCS INC Consumer Cyclical 1,662.0 $201K 0.07% NEW $120.64 -2.6%
Page 5 of 5  ·  94 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 26.7%
Financial Services 16.2%
Industrials 15.1%
Consumer Cyclical 12.4%
Healthcare 9.8%
Energy 6.8%
Utilities 4.1%
Basic Materials 3.6%
Consumer Defensive 2.9%
Communication Services 2.4%