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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 20 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EQR EQUITY RESIDENTIAL Real Estate 111.0 $7K 0.00% $59.15 +10.6%
382 MSC INCOME FUND INC 538.0 $7K 0.00% NEW $12.18
383 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 583.0 $7K 0.00% $11.23 -0.5%
384 GTLS CHART INDS INC Industrials 31.0 $6K 0.00% $206.77 +0.2%
385 BLW BLACKROCK LTD DURATION INCOM Financial Services 500.0 $6K 0.00% $12.59 -2.5%
386 HAL HALLIBURTON CO Energy 160.0 $6K 0.00% $38.99 +9.7%
387 AMG AFFILIATED MANAGERS GROUP Financial Services 22.0 $6K 0.00% $276.73 +6.6%
388 MUR MURPHY OIL CORP Energy 146.0 $6K 0.00% $41.25 -2.0%
389 FNDA SCHWAB STRATEGIC TR 184.0 $6K 0.00% $32.43 +6.7%
390 BALL BALL CORP Consumer Cyclical 100.0 $6K 0.00% $59.11 -6.8%
391 ARW ARROW ELECTRS INC Technology 41.0 $6K 0.00% $143.41 +43.8%
392 BLOK AMPLIFY ETF TR 118.0 $6K 0.00% $49.81 +21.9%
393 SMCI SUPER MICRO COMPUTER INC Technology 250.0 $6K 0.00% -160.0 -39.0% $22.77 +35.5%
394 BEP BROOKFIELD RENEWABLE ENERGY Utilities 174.0 $6K 0.00% $32.64 +4.3%
395 EPR EPR PPTYS Real Estate 111.0 $6K 0.00% $49.96 +16.8%
396 CIEN CIENA CORP Technology 14.0 $5K 0.00% $388.29 +39.6%
397 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 1,063.0 $5K 0.00% $5.10 -0.0%
398 REGN REGENERON PHARMACEUTICALS Healthcare 7.0 $5K 0.00% $772.71 -18.5%
399 BWMN BOWMAN CONSULTING GROUP LTD Industrials 190.0 $5K 0.00% -6.0 -3.1% $28.44 +7.8%
400 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 9.0 $5K 0.00% $593.00 -4.4%
Page 20 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%