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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 5 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT ABBOTT LABS Healthcare 5,585.0 $700K 0.09% $125.29 -30.2%
82 HON HONEYWELL INTL INC Industrials 3,556.0 $694K 0.09% -1K -24.2% $195.11 +16.8%
83 JCPB J P MORGAN EXCHANGE TRADED F 14,633.0 $693K 0.09% -372.0 -2.5% $47.35 -1.5%
84 NATWEST GROUP PLC 39,424.0 $690K 0.09% -3K -7.4% $17.50
85 VGT VANGUARD WORLD FD 915.0 $689K 0.09% -18.0 -1.9% $753.48 -84.6%
86 IEFA ISHARES TR 7,681.0 $687K 0.09% +934.0 +13.8% $89.46 +8.7%
87 CRH PLC 5,456.0 $681K 0.09% +47.0 +0.9% $124.80
88 MU MICRON TECHNOLOGY INC Technology 2,378.0 $679K 0.09% +66.0 +2.9% $285.41 +163.1%
89 FICO FAIR ISAAC CORP Technology 393.0 $664K 0.09% $1690.62 -26.7%
90 PFE PFIZER INC Healthcare 26,510.0 $660K 0.08% +13K +90.9% $24.90 +4.0%
91 MCD MCDONALDS CORP Consumer Cyclical 2,157.0 $659K 0.08% +150.0 +7.5% $305.58 -7.6%
92 DFUV DIMENSIONAL ETF TRUST 14,143.0 $659K 0.08% $46.59 +14.0%
93 C CITIGROUP INC Financial Services 5,635.0 $658K 0.08% +202.0 +3.7% $116.70 +7.2%
94 VGSH VANGUARD SCOTTSDALE FDS 11,077.0 $651K 0.08% +617.0 +5.9% $58.73 -0.9%
95 PEP PEPSICO INC Consumer Defensive 4,469.0 $641K 0.08% +847.0 +23.4% $143.51 +4.9%
96 GE GE AEROSPACE Industrials 2,060.0 $635K 0.08% +76.0 +3.8% $308.03 -1.7%
97 CAH CARDINAL HEALTH INC Healthcare 3,071.0 $631K 0.08% +45.0 +1.5% $205.51 -2.3%
98 IQDG WISDOMTREE TR 15,048.0 $624K 0.08% $41.48 +2.5%
99 SJNK SPDR SERIES TRUST 24,389.0 $618K 0.08% $25.32 -1.1%
100 VHT VANGUARD WORLD FD 2,140.0 $616K 0.08% $287.85 -3.0%
Page 5 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%