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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $931M AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 16 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PYPL PAYPAL HLDGS INC Financial Services 322.0 $15K 0.00% -200.0 -38.3% $45.23 -1.9%
302 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 49.0 $14K 0.00% $292.76 +34.6%
303 CTO CTO RLTY GROWTH INC NEW Real Estate 775.0 $14K 0.00% $18.49 +10.5%
304 EMLP FIRST TR EXCHANGE-TRADED FD 328.0 $14K 0.00% $43.66 +1.6%
305 IBIT ISHARES BITCOIN TRUST ETF Financial Services 371.0 $14K 0.00% -485.0 -56.7% $38.42 +13.2%
306 HYDB ISHARES TR 306.0 $14K 0.00% $46.52 -0.2%
307 MLPX GLOBAL X FDS 192.0 $14K 0.00% $73.94 +5.0%
308 SPHQ INVESCO EXCHANGE TRADED FD T 188.0 $14K 0.00% $75.19 +9.1%
309 XYL XYLEM INC Industrials 118.0 $14K 0.00% $119.50 -9.4%
310 LW LAMB WESTON HLDGS INC Consumer Defensive 333.0 $14K 0.00% $42.26 +3.3%
311 MA MASTERCARD INCORPORATED Financial Services 28.0 $14K 0.00% $499.68 +1.2%
312 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 168.0 $14K 0.00% $80.95 -5.1%
313 CNP CENTERPOINT ENERGY INC Utilities 315.0 $14K 0.00% $43.16 -3.3%
314 CENCORA INC 43.0 $14K 0.00% $314.16
315 VIKING HOLDINGS LTD 182.0 $13K 0.00% $73.48
316 PHM PULTE GROUP INC Consumer Cyclical 113.0 $13K 0.00% $117.61 -5.0%
317 SJM SMUCKER J M CO Consumer Defensive 133.0 $13K 0.00% $96.44 +7.5%
318 EEM ISHARES TR 225.0 $13K 0.00% $56.79 +13.2%
319 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3.0 $13K 0.00% $4210.33 -96.3%
320 MCO MOODYS CORP Financial Services 28.0 $12K 0.00% $436.29 +1.6%
Page 16 of 26  ·  518 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 33.2%
Financial Services 14.6%
Industrials 13.6%
Consumer Cyclical 8.9%
Energy 7.5%
Healthcare 6.5%
Communication Services 5.1%
Consumer Defensive 4.5%
Utilities 3.8%
Basic Materials 1.4%