BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 10 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,542.0 $75K 0.01% $21.11 -16.6%
182 AVGE AMERICAN CENTY ETF TR 749.0 $74K 0.01% +16.0 +2.2% $99.10 +2.2%
183 QQQM INVESCO EXCH TRADED FD TR II 237.0 $72K 0.01% $302.80 -2.4%
184 MDLZ MONDELEZ INTL INC Consumer Defensive 1,169.0 $68K 0.01% $57.84 +8.3%
185 WFC WELLS FARGO & CO Financial Services 804.0 $66K 0.01% $82.64 +5.8%
186 WBD WARNER BROS DISCOVERY INC Communication Services 2,483.0 $66K 0.01% $26.66 +6.8%
187 TD TORONTO DOMINION BK ONT Financial Services 541.0 $66K 0.01% $121.43 +0.4%
188 DSI ISHARES TR 461.0 $66K 0.01% $142.39 +2.7%
189 PSX PHILLIPS 66 Energy 385.0 $65K 0.01% $169.05 +44.0%
190 NFLX NETFLIX INC. Communication Services 890.0 $64K 0.01% +80.0 +9.9% $71.40 +8.9%
191 XBI SPDR SERIES TRUST 400.0 $63K 0.01% $158.25 +1.2%
192 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 655.0 $63K 0.01% +45.0 +7.4% $95.98 +33.6%
193 FUL FULLER H B CO Basic Materials 1,000.0 $58K 0.01% $58.29 +2.7%
194 CRWV COREWEAVE INC Technology 584.0 $58K 0.01% $99.54 -6.4%
195 PRU PRUDENTIAL FINL INC Financial Services 533.0 $58K 0.01% $107.93 +15.4%
196 ETN EATON CORP PLC Industrials 134.0 $57K 0.01% +42.0 +45.6% $426.13 +1.2%
197 LOW LOWES COS INC Consumer Cyclical 253.0 $56K 0.01% $220.49 -2.2%
198 IUSV ISHARES TR 505.0 $56K 0.01% $110.15 +4.1%
199 DFAU DIMENSIONAL ETF TRUST 1,069.0 $55K 0.01% $51.69 +2.8%
200 PEP PEPSICO INC Consumer Defensive 403.0 $55K 0.01% $135.25 +3.6%
Page 10 of 27  ·  537 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%