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Portfolio (Quarterly) Guide ↗

HT Partners LLC

· CIK 0001552999
13F Portfolio $361M AUM 53 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 9 Added 21 Reduced 3 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 4,366.0 $352K 0.10% +3K +268.1% $80.57 +2.4%
42 IVV ISHARES TR 468.0 $350K 0.10% $748.89 +3.2%
43 XLP SELECT SECTOR SPDR TR 3,824.0 $318K 0.09% $83.07 +2.9%
44 XOM EXXON MOBIL CORP Energy 2,123.0 $290K 0.08% $136.72 +14.6%
45 PG PROCTER & GAMBLE CO Consumer Defensive 1,948.0 $286K 0.08% $146.64 -2.0%
46 EMR EMERSON ELEC CO Industrials 1,931.0 $276K 0.08% $143.15 +8.4%
47 SCHM SCHWAB STRATEGIC TR 6,743.0 $249K 0.07% -250.0 -3.6% $36.87 -3.5%
48 AMGN AMGEN INC Healthcare 686.0 $248K 0.07% $362.12 +19.4%
49 GD GENERAL DYNAMICS CORP Industrials 700.0 $248K 0.07% $354.24 +7.1%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 253.0 $236K 0.07% $933.76 +1.3%
51 AVGO BROADCOM INC Technology 597.0 $226K 0.06% -71.0 -10.6% $377.75 -2.4%
52 IEMG ISHARES INC 2,703.0 $224K 0.06% NEW $82.84 -1.2%
53 GLD SPDR GOLD TR Financial Services 554.0 $204K 0.06% $368.38 +11.0%
Page 3 of 3  ·  53 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 35.7%
Healthcare 30.2%
Communication Services 17.1%
Financial Services 7.2%
Consumer Cyclical 5.1%
Consumer Defensive 1.8%
Industrials 1.8%
Energy 1.0%