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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 26 of 26  ·  517 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 PURSUIT ATTRACTIONS AND HOSP 10.0 $337.0 NEW $33.70
502 NSA NATIONAL STORAGE AFFILIATES Real Estate 12.0 $336.0 NEW $28.00 +46.9%
503 ALL ALLSTATE CORP Financial Services 1.0 $209.0 NEW $209.00 +7.9%
504 EMBC EMBECTA CORP Healthcare 15.0 $179.0 NEW $11.93 -75.1%
505 ABR ARBOR REALTY TRUST INC Real Estate 21.0 $163.0 NEW $7.76 -24.4%
506 CG CARLYLE GROUP INC Financial Services 121.0 $138.0 NEW $1.14 +3913.2%
507 JETS ETF SER SOLUTIONS 4.0 $113.0 NEW $28.25 -11.6%
508 LUMN LUMEN TECHNOLOGIES INC Communication Services 12.0 $94.0 NEW $7.83 +19.7%
509 SPRU SPRUCE POWER HOLDING CORP Energy 13.0 $67.0 NEW $5.15 -45.3%
510 VST VISTRA CORP Utilities $47.0 NEW
511 LA ROSA HLDGS CORP 56.0 $36.0 NEW $0.64
512 CRWD CROWDSTRIKE HLDGS INC Technology $32.0 NEW
513 ONL ORION PROPERTIES INC Real Estate 13.0 $30.0 NEW $2.31 +28.1%
514 IBHF ISHARES TR 1.0 $24.0 NEW $24.00 -5.4%
515 IMPERIAL PETE INC 2.0 $8.0 NEW $4.00
516 BED BATH & BEYOND INC 6.0 $4.0 NEW $0.67
517 IAGG ISHARES TR $1.0 NEW
Page 26 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%