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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 13 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DFSD DIMENSIONAL ETF TRUST 749.0 $36K 0.00% +8.0 +1.1% $47.77 -1.0%
242 CARNIVAL CORP LTD 1,200.0 $34K 0.00% NEW $28.57
243 PFF ISHARES TR 1,046.0 $32K 0.00% $30.49 -0.0%
244 MTB M & T BK CORP Financial Services 132.0 $31K 0.00% $238.02 +5.8%
245 VLYPN VALLEY NATL BANCORP Financial Services 2,115.0 $31K 0.00% $14.65 +74.9%
246 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,840.0 $31K 0.00% $16.70 -9.3%
247 EXC EXELON CORP Utilities 656.0 $31K 0.00% $46.62 -1.4%
248 HOOD ROBINHOOD MKTS INC Financial Services 300.0 $30K 0.00% $100.28 -7.1%
249 AGG ISHARES TR 299.0 $30K 0.00% +113.0 +60.8% $98.98 -1.7%
250 CARR CARRIER GLOBAL CORPORATION Industrials 403.0 $30K 0.00% $73.35 -16.7%
251 TMUS T-MOBILE US INC Communication Services 174.0 $29K 0.00% $167.74 +9.1%
252 LITE LUMENTUM HLDGS INC Technology 34.0 $29K 0.00% +4.0 +13.3% $858.09 +2.4%
253 AAPL CALL APPLE INC Technology 100.0 $29K 0.00% -200.0 -66.7% $289.36 +7.1%
254 CLX CLOROX CO DEL Consumer Defensive 303.0 $29K 0.00% $95.44 +11.8%
255 ITW ILLINOIS TOOL WKS INC Industrials 102.0 $28K 0.00% $270.47 +5.6%
256 FCX FREEPORT MCMORAN INC Basic Materials 437.0 $27K 0.00% $62.89 +4.8%
257 BIDU BAIDU INC Communication Services 240.0 $27K 0.00% $114.29 -20.2%
258 MGC VANGUARD WORLD FD 100.0 $27K 0.00% $273.63 +2.7%
259 SPACE EXPLORATION TECHN CORP 160.0 $27K 0.00% NEW $170.86
260 FHN FIRST HORIZON CORPORATION Financial Services 1,058.0 $27K 0.00% $25.64 +0.8%
Page 13 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%