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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 16 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IBHG ISHARES TR 800.0 $18K 0.00% $22.08 -0.5%
302 GLW CORNING INC Technology 68.0 $17K 0.00% NEW $255.44 -37.4%
303 CMCSA COMCAST CORP NEW Communication Services 700.0 $17K 0.00% $24.55 +6.7%
304 KRG KITE REALTY GROUP TRUST Real Estate 602.0 $17K 0.00% $28.38 -6.8%
305 CB CHUBB LIMITED Financial Services 50.0 $17K 0.00% NEW $340.74 +1.3%
306 SSRM SSR MINING IN Basic Materials 600.0 $17K 0.00% $28.28 +12.1%
307 UBER UBER TECHNOLOGIES INC Technology 235.0 $17K 0.00% $72.16 +3.5%
308 SPHQ INVESCO EXCHANGE TRADED FD T 188.0 $17K 0.00% $90.10 -3.8%
309 ETHV VANECK ETHEREUM TR Financial Services 734.0 $17K 0.00% $23.05 +21.2%
310 CTO CTO RLTY GROWTH INC NEW Real Estate 775.0 $17K 0.00% $21.51 +1.6%
311 DAL DELTA AIR LINES INC Industrials 178.0 $17K 0.00% $93.55 -8.4%
312 AVGV AMERICAN CENTY ETF TR 195.0 $17K 0.00% $85.02 +3.4%
313 GNL GLOBAL NET LEASE INC Real Estate 1,853.0 $17K 0.00% $8.94 -1.1%
314 TIP ISHARES TR 151.0 $17K 0.00% $109.43 -2.2%
315 XLF SELECT SECTOR SPDR TR 300.0 $16K 0.00% $53.61 +7.9%
316 INTU INTUIT Technology 60.0 $16K 0.00% $261.00 +34.3%
317 PHM PULTE GROUP INC Consumer Cyclical 113.0 $16K 0.00% $137.21 -8.1%
318 EEM ISHARES TR 225.0 $15K 0.00% $68.41 -4.5%
319 TMO THERMO FISHER SCIENTIFIC INC Healthcare 30.0 $15K 0.00% $501.37 +17.5%
320 SJM SMUCKER J M CO Consumer Defensive 133.0 $15K 0.00% $112.50 +5.3%
Page 16 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%