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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $1.0B AUM 537 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 78 Added 46 Reduced 13 Exited
Page 1 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FFLC FIDELITY COVINGTON TRUST 10,862.0 $640K 0.06% NEW $58.91 +2.9%
2 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 2,850.0 $145K 0.01% NEW $51.05 +9.6%
3 ITOT ISHARES TR 645.0 $106K 0.01% NEW $164.27 +3.3%
4 FMUN FIDELITY MERRIMACK STR TR 866.0 $44K 0.00% NEW $50.41 -1.3%
5 SUB ISHARES TR 404.0 $43K 0.00% NEW $106.47 -0.2%
6 CARNIVAL CORP LTD 1,200.0 $34K 0.00% NEW $28.57
7 SPACE EXPLORATION TECHN CORP 160.0 $27K 0.00% NEW $170.86
8 WELL WELLTOWER INC Real Estate 113.0 $26K 0.00% NEW $226.97 +3.7%
9 COHR COHERENT CORP Technology 61.0 $24K 0.00% NEW $394.48 -11.1%
10 DUPONT DE NEMOURS INC 156.0 $21K 0.00% NEW $135.64
11 HONEYWELL AEROSPACE INC 86.0 $19K 0.00% NEW $221.08
12 GLW CORNING INC Technology 68.0 $17K 0.00% NEW $255.44 -32.2%
13 CB CHUBB LIMITED Financial Services 50.0 $17K 0.00% NEW $340.74 +0.1%
14 CGNX COGNEX CORP Technology 192.0 $14K 0.00% NEW $72.42 -8.0%
15 KEYS KEYSIGHT TECHNOLOGIES INC Technology 39.0 $14K 0.00% NEW $350.08 +3.2%
16 BLK BLACKROCK INC Financial Services 13.0 $13K 0.00% NEW $961.62 +19.3%
17 NVT NVENT ELEC PLC Industrials 70.0 $12K 0.00% NEW $169.61 +4.5%
18 FDD FIRST TR EXCHANGE-TRADED FD 635.0 $12K 0.00% NEW $18.55 +10.4%
19 VNQI VANGUARD INTL EQUITY INDEX F 197.0 $9K 0.00% NEW $44.85 +0.9%
20 CVE CENOVUS ENERGY INC Energy 317.0 $8K 0.00% NEW $24.81 +29.4%
Page 1 of 2  ·  33 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
Technology 38.0%
Financial Services 15.1%
Industrials 12.1%
Consumer Cyclical 9.4%
Healthcare 6.1%
Energy 5.8%
Communication Services 4.4%
Consumer Defensive 4.0%
Utilities 3.4%
Basic Materials 1.2%