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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $930.6B AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 26 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BBBY BED BATH & BEYOND INC Consumer Cyclical 64.0 $297.0 $4.64 -0.4%
502 KD KYNDRYL HLDGS INC Technology 20.0 $263.0 $13.15 -13.9%
503 ALL ALLSTATE CORP Financial Services 1.0 $208.0 $208.00 +4.5%
504 GRAL GRAIL INC Healthcare 4.0 $207.0 $51.75 +15.3%
505 ABR ARBOR REALTY TRUST INC Real Estate 21.0 $162.0 $7.71 -21.7%
506 EMBC EMBECTA CORP Healthcare 15.0 $133.0 $8.87 -65.8%
507 CG CARLYLE GROUP INC Financial Services 121.0 $115.0 $0.95 +4803.1%
508 JETS ETF SER SOLUTIONS 4.0 $99.0 $24.75 +3.2%
509 LUMN LUMEN TECHNOLOGIES INC Communication Services 12.0 $84.0 $7.00 +43.6%
510 SPRU SPRUCE POWER HOLDING CORP Energy 13.0 $54.0 $4.15 -33.8%
511 VST VISTRA CORP Utilities $44.0 NEW
512 ONL ORION PROPERTIES INC Real Estate 13.0 $28.0 $2.15 +35.1%
513 CRWD CROWDSTRIKE HLDGS INC Technology $27.0 NEW
514 IBHF ISHARES TR 1.0 $23.0 $23.00 -1.1%
515 IMPERIAL PETE INC 2.0 $9.0 $4.50
516 BED BATH & BEYOND INC 6.0 $4.0 $0.67
517 LA ROSA HLDGS CORP 5.0 $3.0 NEW $0.60
518 IAGG ISHARES TR $1.0 NEW
Page 26 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%