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Portfolio (Quarterly) Guide ↗

Telos Capital Management, Inc.

· CIK 0001567889
13F Portfolio $1.1B AUM 201 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 47 Added 89 Reduced 6 Exited
Page 9 of 11  ·  201 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRM SALESFORCE INC Technology 2,373.0 $372K 0.03% -143.0 -5.7% $156.64 +31.6%
162 HUBB HUBBELL INC Industrials 699.0 $366K 0.03% $523.20 -9.1%
163 VTV VANGUARD INDEX FDS 1,626.0 $354K 0.03% -35.0 -2.1% $217.95 +4.1%
164 XLK SELECT SECTOR SPDR TR 1,835.0 $350K 0.03% -40.0 -2.1% $190.49 -3.6%
165 GEV GE VERNOVA INC Utilities 285.0 $335K 0.03% $1174.86 -16.0%
166 INTC INTEL CORP Technology 2,391.0 $334K 0.03% NEW $139.61 -33.5%
167 TXN TEXAS INSTRS INC Technology 1,095.0 $326K 0.03% -50.0 -4.4% $298.07 -10.3%
168 FRDM EA SERIES TRUST 4,252.0 $310K 0.03% NEW $72.90 -7.6%
169 REGN REGENERON PHARMACEUTICALS Healthcare 497.0 $310K 0.03% +15.0 +3.1% $623.54 +34.8%
170 CAH CARDINAL HEALTH INC Healthcare 1,286.0 $305K 0.03% $237.49 -1.1%
171 MAR MARRIOTT INTL INC NEW Consumer Cyclical 813.0 $301K 0.03% -30.0 -3.6% $370.59 -2.9%
172 GLW CORNING INC Technology 1,177.0 $301K 0.03% NEW $255.43 -40.3%
173 FORTINET INC 1,933.0 $297K 0.03% NEW $153.62
174 SCHB SCHWAB STRATEGIC TR 10,234.0 $296K 0.03% $28.96 +2.7%
175 BLK BLACKROCK INC Financial Services 298.0 $287K 0.03% $961.56 +20.5%
176 SCHG SCHWAB STRATEGIC TR 8,448.0 $286K 0.03% $33.84 +4.8%
177 VB VANGUARD INDEX FDS 940.0 $285K 0.03% NEW $303.12 +0.9%
178 XLI SELECT SECTOR SPDR TR 1,534.0 $284K 0.03% +34.0 +2.3% $185.23 -1.8%
179 ECL ECOLAB INC Basic Materials 1,015.0 $283K 0.03% +27.0 +2.7% $278.53 +2.5%
180 SPDW SPDR INDEX SHS FDS 5,589.0 $282K 0.03% -68.0 -1.2% $50.39 +2.5%
Page 9 of 11  ·  201 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 26.1%
Financial Services 16.3%
Industrials 10.5%
Healthcare 10.2%
Communication Services 8.5%
Consumer Cyclical 7.9%
Consumer Defensive 7.3%
Energy 6.5%
Real Estate 3.0%
Utilities 2.8%