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Portfolio (Quarterly) Guide ↗

Notis-McConarty Edward

· CIK 0001592616
13F Portfolio $231M AUM 167 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 22 Added 19 Reduced 6 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF Financial Services 439.0 $328K 0.14% +20.0 +4.8% $746.77 +3.1%
22 FIDELITY BALANCED FUND 7,612.0 $269K 0.12% +710.0 +10.3% $35.36
Page 2 of 2  ·  22 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 34.5%
Healthcare 18.2%
Industrials 15.5%
Consumer Cyclical 8.7%
Financial Services 8.6%
Communication Services 7.2%
Consumer Defensive 3.3%
Energy 2.7%
Utilities 1.1%
Basic Materials 0.3%