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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING CO Industrials 190.0 $41K 0.00% -25.0 -11.6% $216.47 +3.8%
42 AAPL CALL APPLE INC Technology 100.0 $29K 0.00% -200.0 -66.7% $289.36 +7.4%
43 IJT ISHARES TR 80.0 $14K 0.00% -98.0 -55.1% $178.60 -1.2%
44 XLV SELECT SECTOR SPDR TR 79.0 $13K 0.00% -31.0 -28.2% $158.67 +7.1%
45 MELI MERCADOLIBRE INC Consumer Cyclical 4.0 $7K 0.00% -2.0 -33.3% $1697.50 +6.2%
46 F FORD MTR CO Consumer Cyclical 330.0 $5K -122.0 -27.0% $13.90 +0.5%
Page 3 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%