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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $886M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 517 New
Page 10 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ANET ARISTA NETWORKS INC Technology 460.0 $60K 0.01% NEW $131.03 +7.4%
182 PRU PRUDENTIAL FINL INC Financial Services 533.0 $60K 0.01% NEW $112.88 -8.6%
183 QQQM INVESCO EXCH TRADED FD TR II 237.0 $60K 0.01% NEW $252.49 +15.7%
184 FUL FULLER H B CO Basic Materials 1,000.0 $59K 0.01% NEW $59.46 -1.6%
185 DSI ISHARES TR 461.0 $59K 0.01% NEW $128.83 +9.1%
186 CSX CSX CORP Industrials 1,620.0 $59K 0.01% NEW $36.25 +27.6%
187 XLC SELECT SECTOR SPDR TR 495.0 $58K 0.01% NEW $117.72 -1.7%
188 GSLC GOLDMAN SACHS ETF TR 434.0 $57K 0.01% NEW $132.37 +5.9%
189 PEP PEPSICO INC Consumer Defensive 399.0 $57K 0.01% NEW $143.68 +4.4%
190 PAYX PAYCHEX INC Industrials 504.0 $57K 0.01% NEW $112.18 -16.0%
191 PLTR PALANTIR TECHNOLOGIES INC Technology 317.0 $56K 0.01% NEW $177.75 -23.5%
192 AAPL CALL APPLE INC Technology 200.0 $54K 0.01% NEW $271.86 +10.6%
193 STRATEGY INC 673.0 $53K 0.01% NEW $78.76
194 TT TRANE TECHNOLOGIES PLC Industrials 135.0 $53K 0.01% NEW $388.90 +17.2%
195 IUSV ISHARES TR 505.0 $52K 0.01% NEW $102.54 +6.4%
196 TD TORONTO DOMINION BK ONT Financial Services 541.0 $51K 0.01% NEW $94.20 +16.2%
197 XLY SELECT SECTOR SPDR TR 424.0 $51K 0.01% NEW $119.41 -1.8%
198 DFAU DIMENSIONAL ETF TRUST 1,069.0 $50K 0.01% NEW $46.80 +8.4%
199 LIN LINDE PLC Basic Materials 117.0 $50K 0.01% NEW $426.39 +18.8%
200 PSX PHILLIPS 66 Energy 385.0 $50K 0.01% NEW $129.04 +38.5%
Page 10 of 26  ·  517 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 35.9%
Financial Services 16.5%
Industrials 12.1%
Consumer Cyclical 9.2%
Healthcare 6.3%
Communication Services 5.6%
Energy 5.4%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.2%