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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 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 3,683.0 $988K 0.13% +391.0 +11.9% $268.30 -33.2%
62 MO ALTRIA GROUP INC Consumer Defensive 16,694.0 $963K 0.12% -224.0 -1.3% $57.66 +28.2%
63 AMGN AMGEN INC Healthcare 2,910.0 $953K 0.12% +108.0 +3.9% $327.33 +3.7%
64 BTI BRITISH AMERN TOB PLC Consumer Defensive 16,693.0 $945K 0.12% +444.0 +2.7% $56.62 +15.4%
65 JOBY JOBY AVIATION INC Industrials 67,945.0 $897K 0.12% -575.0 -0.8% $13.20 -17.3%
66 IBM INTERNATIONAL BUSINESS MACHS Technology 3,020.0 $895K 0.11% +41.0 +1.4% $296.21 -14.3%
67 SPY SPDR S&P 500 ETF TR Financial Services 1,308.0 $892K 0.11% +10.0 +0.8% $681.88 +9.4%
68 SNPS SYNOPSYS INC Technology 1,868.0 $877K 0.11% -27.0 -1.4% $469.72 +11.7%
69 GILD GILEAD SCIENCES INC Healthcare 7,062.0 $867K 0.11% +686.0 +10.8% $122.74 +9.5%
70 VANGUARD MUN BD FDS 11,365.0 $859K 0.11% NEW $75.57
71 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 36,693.0 $855K 0.11% +820.0 +2.3% $23.31 -4.0%
72 KO COCA COLA CO Consumer Defensive 12,068.0 $844K 0.11% +392.0 +3.4% $69.91 +16.6%
73 PG PROCTER AND GAMBLE CO Consumer Defensive 5,758.0 $825K 0.10% +82.0 +1.4% $143.30 +0.8%
74 VB VANGUARD INDEX FDS 3,196.0 $824K 0.10% $257.93 +12.1%
75 VALE VALE S A Basic Materials 62,503.0 $814K 0.10% +7K +12.0% $13.03 +26.5%
76 CSCO CISCO SYS INC Technology 10,385.0 $800K 0.10% +345.0 +3.4% $77.03 +56.3%
77 MCK MCKESSON CORP Healthcare 951.0 $780K 0.10% +31.0 +3.4% $820.29 -6.6%
78 CVX CHEVRON CORP NEW Energy 4,880.0 $744K 0.10% +262.0 +5.7% $152.40 +25.6%
79 JMUB J P MORGAN EXCHANGE TRADED F 14,311.0 $723K 0.09% -820.0 -5.4% $50.50 -1.0%
80 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 33,931.0 $714K 0.09% +6K +22.2% $21.05 -22.3%
Page 4 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%