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Portfolio (Quarterly) Guide ↗

D'Orazio & Associates, Inc.

· CIK 0001646821
13F Portfolio $782M AUM 296 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 141 Added 62 Reduced 16 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DE DEERE & CO Industrials 436.0 $203K 0.03% NEW $465.57 +13.7%
22 ISRG INTUITIVE SURGICAL INC Healthcare 357.0 $202K 0.03% NEW $566.36 -22.6%
23 GSLC GOLDMAN SACHS ETF TR 1,518.0 $201K 0.03% NEW $132.38 +6.9%
24 HEARTBEAM INC 16,000.0 $5K 0.00% NEW $0.32
Page 2 of 2  ·  24 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
Industrials 30.6%
Technology 21.5%
Financial Services 16.7%
Healthcare 10.7%
Consumer Cyclical 7.4%
Communication Services 6.4%
Consumer Defensive 3.7%
Energy 1.2%
Basic Materials 0.9%
Utilities 0.7%