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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 15 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 USMV ISHARES TR 225.0 $22K 0.00% $96.46 +4.6%
282 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 433.0 $22K 0.00% $49.98 +6.8%
283 PM PHILIP MORRIS INTL INC Consumer Defensive 118.0 $21K 0.00% $180.92 +3.8%
284 FITB FIFTH THIRD BANCORP Financial Services 377.0 $21K 0.00% $56.37 +1.3%
285 DUPONT DE NEMOURS INC 156.0 $21K 0.00% NEW $135.64
286 HII HUNTINGTON INGALLS INDS INC Industrials 75.0 $21K 0.00% $279.89 +14.6%
287 MET METLIFE INC Financial Services 241.0 $20K 0.00% $84.61 +14.8%
288 PLD PROLOGIS INC. Real Estate 150.0 $20K 0.00% +115.0 +328.6% $135.47 +3.6%
289 ENFR ALPS ETF TR 500.0 $19K 0.00% $38.10 +5.3%
290 VIKING HOLDINGS LTD 182.0 $19K 0.00% $104.67
291 HONEYWELL AEROSPACE INC 86.0 $19K 0.00% NEW $221.08
292 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 49.0 $19K 0.00% $386.73 +2.6%
293 EMR EMERSON ELEC CO Industrials 132.0 $19K 0.00% $143.15 +10.6%
294 EA ELECTRONIC ARTS INC Communication Services 91.0 $19K 0.00% $205.04 +2.3%
295 CI THE CIGNA GROUP Healthcare 67.0 $18K 0.00% $275.69 +1.7%
296 RSG REPUBLIC SVCS INC Industrials 86.0 $18K 0.00% +50.0 +138.9% $213.08 +2.2%
297 ETHB ISHARES STAKED ETHEREUM TR E Financial Services 899.0 $18K 0.00% $20.30 +21.4%
298 RPV INVESCO EXCHANGE TRADED FD T 159.0 $18K 0.00% $113.82 +7.3%
299 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 2,338.0 $18K 0.00% $7.74 +4.6%
300 VTEB VANGUARD MUN BD FDS 357.0 $18K 0.00% $50.58 -2.1%
Page 15 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%