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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 14 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LUV SOUTHWEST AIRLS CO Industrials 527.0 $27K 0.00% +7.0 +1.4% $51.43 -17.0%
262 SMH VANECK ETF TRUST 40.0 $26K 0.00% +29.0 +263.6% $655.90 -13.5%
263 WELL WELLTOWER INC Real Estate 113.0 $26K 0.00% NEW $226.97 +4.3%
264 SCHD SCHWAB STRATEGIC TR 792.0 $25K 0.00% $31.71 +9.0%
265 COF CAPITAL ONE FINL CORP Financial Services 122.0 $24K 0.00% $200.62 +10.8%
266 DFGR DIMENSIONAL ETF TRUST 834.0 $24K 0.00% $28.97 +1.5%
267 VRSN VERISIGN INC Technology 96.0 $24K 0.00% $251.56 +11.1%
268 COHR COHERENT CORP Technology 61.0 $24K 0.00% NEW $394.48 -21.6%
269 PRF INVESCO EXCHANGE TRADED FD T 445.0 $24K 0.00% $54.03 +3.8%
270 INTC INTEL CORP Technology 172.0 $24K 0.00% +122.0 +244.0% $139.63 -31.2%
271 EVEREST GROUP LTD 64.0 $23K 0.00% $357.23
272 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 185.0 $23K 0.00% $123.11 +27.9%
273 FICO FAIR ISAAC CORP Technology 19.0 $23K 0.00% $1194.79 -8.5%
274 BP BP PLC Energy 608.0 $22K 0.00% $36.95 +17.5%
275 MRSH MARSH & MCLENNAN COS INC Financial Services 134.0 $22K 0.00% +45.0 +50.6% $166.67 +12.3%
276 MA MASTERCARD INCORPORATED Financial Services 43.0 $22K 0.00% +15.0 +53.6% $513.60 +11.9%
277 PGR PROGRESSIVE CORP Financial Services 101.0 $22K 0.00% $218.46 -5.3%
278 SPGP INVESCO EXCHANGE TRADED FD T 180.0 $22K 0.00% $122.29 +4.5%
279 ARKK ARK ETF TR 270.0 $22K 0.00% +20.0 +8.0% $80.82 -1.8%
280 AES AES CORP Utilities 1,483.0 $22K 0.00% $14.66 +0.6%
Page 14 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%