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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 13 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CB CHUBB LIMITED Financial Services 779.0 $220K 0.03% NEW $282.16 +16.2%
242 RGTI RIGETTI COMPUTING INC Technology 7,360.0 $219K 0.03% NEW $29.79 -11.3%
243 CENCORA INC 700.0 $219K 0.03% NEW $312.53
244 EQH EQUITABLE HLDGS INC Financial Services 4,278.0 $217K 0.03% NEW $50.78 -16.1%
245 GSL GLOBAL SHIP LEASE INC NEW Industrials 6,963.0 $214K 0.03% NEW $30.70 +23.8%
246 NVO NOVO-NORDISK A S Healthcare 3,852.0 $214K 0.03% NEW $55.49 -19.0%
247 FIDELITY COVINGTON TRUST 3,176.0 $212K 0.03% NEW $66.86
248 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,546.0 $212K 0.03% NEW $83.10 +29.0%
249 AJG GALLAGHER ARTHUR J & CO Financial Services 682.0 $211K 0.03% NEW $309.74 -33.9%
250 SCHX SCHWAB STRATEGIC TR 7,977.0 $210K 0.03% NEW $26.34 +11.4%
251 SCHD SCHWAB STRATEGIC TR 7,686.0 $210K 0.03% NEW $27.30 +20.3%
252 CASY CASEYS GEN STORES INC Consumer Cyclical 369.0 $209K 0.03% NEW $565.32 +45.9%
253 MRK MERCK & CO INC Healthcare 2,483.0 $208K 0.03% NEW $83.93 +45.8%
254 KT KT CORP Communication Services 10,663.0 $208K 0.03% NEW $19.50 -6.1%
255 TIMB TIM S A Communication Services 9,296.0 $207K 0.03% NEW $22.32 +0.2%
256 ADSK AUTODESK INC Technology 651.0 $207K 0.03% NEW $317.67 -24.1%
257 SLV ISHARES SILVER TR Financial Services 4,876.0 $207K 0.03% NEW $42.37 +61.3%
258 GTX GARRETT MOTION INC Consumer Cyclical 15,101.0 $206K 0.03% NEW $13.62 +144.4%
259 PANW CALL PALO ALTO NETWORKS INC Technology 1,000.0 $204K 0.03% NEW $203.62 +28.0%
260 AON AON PLC Financial Services 571.0 $204K 0.03% NEW $356.58 -8.9%
Page 13 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%