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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 14 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IBEX IBEX LTD Technology 5,401.0 $206K 0.03% -216.0 -3.9% $38.18 -16.1%
262 PAYX PAYCHEX INC Industrials 1,837.0 $206K 0.03% -775.0 -29.7% $112.18 -13.5%
263 AIG AMERICAN INTL GROUP INC Financial Services 2,401.0 $205K 0.03% NEW $85.55 -9.9%
264 CASY CASEYS GEN STORES INC Consumer Cyclical 369.0 $204K 0.03% $552.71 +49.3%
265 EQH EQUITABLE HLDGS INC Financial Services 4,271.0 $204K 0.03% $47.65 -10.6%
266 AEP AMERICAN ELEC PWR CO INC Utilities 1,763.0 $203K 0.03% NEW $115.31 +14.1%
267 ADSK AUTODESK INC Technology 686.0 $203K 0.03% +35.0 +5.4% $296.01 -18.6%
268 DE DEERE & CO Industrials 436.0 $203K 0.03% NEW $465.57 +13.7%
269 ISRG INTUITIVE SURGICAL INC Healthcare 357.0 $202K 0.03% NEW $566.36 -22.6%
270 GSLC GOLDMAN SACHS ETF TR 1,518.0 $201K 0.03% NEW $132.38 +6.9%
271 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 10,340.0 $200K 0.03% $19.33 +17.4%
272 KT KT CORP Communication Services 10,344.0 $196K 0.03% -319.0 -3.0% $18.97 -3.4%
273 ENERFLEX LTD 12,690.0 $196K 0.03% +1K +9.6% $15.43
274 WB WEIBO CORP Communication Services 19,131.0 $196K 0.03% -5K -20.2% $10.22 -21.6%
275 FINV FINVOLUTION GROUP Financial Services 35,683.0 $187K 0.02% -13K -26.1% $5.23 -14.1%
276 III INFORMATION SVCS GROUP INC Technology 29,740.0 $172K 0.02% +16K +119.0% $5.78 -23.2%
277 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 2,000.0 $169K 0.02% $84.36 -6.7%
278 PBR PETROLEO BRASILEIRO SA PETRO Energy 12,498.0 $148K 0.02% -2K -14.4% $11.85 +67.9%
279 BEAT HEARTBEAM INC Healthcare 48,987.0 $118K 0.01% +16K +48.5% $2.40 -63.4%
280 SSP SCRIPPS E W CO OHIO Communication Services 28,602.0 $114K 0.01% +18K +161.3% $3.99 -14.3%
Page 14 of 15  ·  286 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%