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Portfolio (Quarterly) Guide ↗

D'Orazio & Associates, Inc.

· CIK 0001646821
13F Portfolio $757M AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 278 New
Page 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SCHW SCHWAB CHARLES CORP Financial Services 2,567.0 $245K 0.03% NEW $95.46 -5.6%
222 EMBJ EMBRAER S.A. Industrials 4,040.0 $244K 0.03% NEW $60.45 -4.7%
223 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,362.0 $243K 0.03% NEW $178.77 -27.3%
224 NVR NVR INC Consumer Cyclical 30.0 $241K 0.03% NEW $8034.67 -24.8%
225 ZTS ZOETIS INC Healthcare 1,637.0 $240K 0.03% NEW $146.32 -44.4%
226 CARR CARRIER GLOBAL CORPORATION Industrials 3,966.0 $237K 0.03% NEW $59.70 +5.8%
227 MDLZ MONDELEZ INTL INC Consumer Defensive 3,760.0 $235K 0.03% NEW $62.48 -1.1%
228 UI UBIQUITI INC Technology 353.0 $234K 0.03% NEW $661.49 -7.7%
229 BSX BOSTON SCIENTIFIC CORP Healthcare 2,384.0 $233K 0.03% NEW $97.64 -40.8%
230 DFAT DIMENSIONAL ETF TRUST 3,983.0 $232K 0.03% NEW $58.21 +15.0%
231 IAUM ISHARES GOLD TR Financial Services 5,983.0 $230K 0.03% NEW $38.50 +16.7%
232 EXR EXTRA SPACE STORAGE INC Real Estate 1,628.0 $229K 0.03% NEW $140.94 +1.7%
233 IBEX IBEX LTD Technology 5,617.0 $228K 0.03% NEW $40.52 -21.0%
234 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,443.0 $224K 0.03% NEW $50.37 +27.7%
235 HCA HCA HEALTHCARE INC Healthcare 523.0 $223K 0.03% NEW $426.20 -7.5%
236 BAC BANK AMERICA CORP Financial Services 4,319.0 $223K 0.03% NEW $51.59 +0.4%
237 ALL ALLSTATE CORP Financial Services 1,037.0 $223K 0.03% NEW $214.60 +0.9%
238 ULTA ULTA BEAUTY INC Consumer Cyclical 406.0 $222K 0.03% NEW $546.75 -5.8%
239 KB KB FINL GROUP INC Financial Services 2,675.0 $222K 0.03% NEW $82.91 +26.5%
240 AIT APPLIED INDL TECHNOLOGIES IN Industrials 845.0 $221K 0.03% NEW $261.05 +17.6%
Page 12 of 14  ·  278 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 32.7%
Technology 21.0%
Financial Services 16.1%
Healthcare 10.7%
Consumer Cyclical 6.9%
Communication Services 6.2%
Consumer Defensive 3.7%
Energy 1.1%
Basic Materials 0.7%
Utilities 0.6%