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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 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 4,387.0 $1.3M 0.13% -96.0 -2.1% $300.45 +0.0%
22 JNJ JOHNSON & JOHNSON Healthcare 4,482.0 $1.1M 0.11% -55.0 -1.2% $253.97 +6.5%
23 USRT ISHARES TR 14,599.0 $970K 0.10% -138.0 -0.9% $66.45 +0.8%
24 SCHC SCHWAB STRATEGIC TR 17,718.0 $853K 0.08% -837.0 -4.5% $48.12 +5.0%
25 TXN TEXAS INSTRS INC Technology 2,544.0 $758K 0.07% -63.0 -2.4% $298.07 -9.0%
26 VLO VALERO ENERGY CORP Energy 2,520.0 $656K 0.06% -52.0 -2.0% $260.49 +33.8%
27 TFC TRUIST FINL CORP Financial Services 11,871.0 $591K 0.06% -620.0 -5.0% $49.82 +5.1%
28 AVIV AMERICAN CENTY ETF TR 7,382.0 $572K 0.06% -753.0 -9.3% $77.42 +6.6%
29 TJX TJX COS INC NEW Consumer Cyclical 3,088.0 $468K 0.05% -82.0 -2.6% $151.50 +0.3%
30 DIS DISNEY WALT CO Communication Services 4,831.0 $465K 0.04% -125.0 -2.5% $96.26 +8.6%
31 SPDW SPDR INDEX SHS FDS 8,682.0 $437K 0.04% -239.0 -2.7% $50.39 +1.9%
32 QCOM QUALCOMM INC Technology 1,714.0 $317K 0.03% -52.0 -2.9% $184.79 -13.8%
33 AMZN AMAZON COM INC Consumer Cyclical 1,042.0 $248K 0.02% -46.0 -4.2% $238.34 +9.4%
34 SPSM SPDR SERIES TRUST 4,143.0 $239K 0.02% -73.0 -1.7% $57.67 -0.2%
35 EFV ISHARES TR 2,930.0 $224K 0.02% -19.0 -0.6% $76.54 +6.3%
36 SPYV SPDR SERIES TRUST 3,063.0 $186K 0.02% -230.0 -7.0% $60.79 +4.5%
37 PG PROCTER & GAMBLE CO Consumer Defensive 819.0 $120K 0.01% -51.0 -5.9% $146.64 -2.2%
38 ACN ACCENTURE PLC IRELAND Technology 957.0 $119K 0.01% -18.0 -1.9% $124.44 +41.8%
39 GWX SPDR INDEX SHS FDS 2,375.0 $104K 0.01% -190.0 -7.4% $43.76 +4.4%
40 GSLC GOLDMAN SACHS ETF TR 355.0 $50K 0.01% -79.0 -18.2% $141.89 +3.6%
Page 2 of 3  ·  46 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%