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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 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PBR PETROLEO BRASILEIRO SA PETRO Energy 12,498.0 $148K 0.02% -2K -14.4% $11.85 +75.5%
62 LX LEXINFINTECH HLDGS LTD Financial Services 14,199.0 $46K 0.01% -16K -52.5% $3.27 -77.1%
Page 4 of 4  ·  62 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 31.1%
Technology 21.9%
Financial Services 16.9%
Healthcare 10.9%
Consumer Cyclical 7.5%
Communication Services 4.9%
Consumer Defensive 3.8%
Energy 1.2%
Basic Materials 1.0%
Utilities 0.7%