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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $886M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 517 New
Page 25 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NOK NOKIA CORP Technology 200.0 $1K NEW $6.47 +111.1%
482 CTRA COTERRA ENERGY INC Energy 49.0 $1K NEW $26.33 +23.7%
483 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 4.0 $1K NEW $304.00 +29.1%
484 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 38.0 $1K NEW $31.21 +9.2%
485 CHIPMOS TECHNOLOGIES INC 39.0 $1K NEW $29.64
486 IGV ISHARES TR 10.0 $1K NEW $105.90 -12.9%
487 VXUS VANGUARD STAR FDS 14.0 $1K NEW $75.50 +9.7%
488 NAVI NAVIENT CORPORATION Financial Services 78.0 $1K NEW $13.00 -36.5%
489 AUR AURORA INNOVATION INC Technology 250.0 $960.0 NEW $3.84 +81.9%
490 WU WESTERN UN CO Financial Services 100.0 $931.0 NEW $9.31 -9.9%
491 FSLY FASTLY INC Technology 75.0 $764.0 NEW $10.19 +60.5%
492 RUM RUMBLE INC Technology 100.0 $632.0 NEW $6.32 +14.9%
493 KD KYNDRYL HLDGS INC Technology 20.0 $532.0 NEW $26.60 -54.6%
494 DOW DOW INC Basic Materials 20.0 $468.0 NEW $23.40 +61.3%
495 OGN ORGANON & CO Healthcare 62.0 $442.0 NEW $7.13 +88.2%
496 SIRI SIRIUSXM HOLDINGS INC Communication Services 20.0 $400.0 NEW $20.00 +29.2%
497 SLVM SYLVAMO CORP Basic Materials 8.0 $386.0 NEW $48.25 -25.0%
498 BBBY BED BATH & BEYOND INC Consumer Cyclical 64.0 $350.0 NEW $5.47 -17.3%
499 REXR REXFORD INDL RLTY INC Real Estate 9.0 $344.0 NEW $38.22 -7.9%
500 GRAL GRAIL INC Healthcare 4.0 $343.0 NEW $85.75 -29.2%
Page 25 of 26  ·  517 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 35.9%
Financial Services 16.5%
Industrials 12.1%
Consumer Cyclical 9.2%
Healthcare 6.3%
Communication Services 5.6%
Energy 5.4%
Consumer Defensive 4.3%
Utilities 3.1%
Basic Materials 1.2%