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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 26 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BEPC BROOKFIELD RENEWABLE CORP Utilities 43.0 $2K $37.14 -5.5%
502 ON ON SEMICONDUCTOR CORP Technology 16.0 $2K $94.56 -11.8%
503 POOL POOL CORP Industrials 7.0 $2K $215.00 -11.4%
504 FSLY FASTLY INC Technology 75.0 $1K $18.36 +58.2%
505 QTUM ETF SER SOLUTIONS 8.0 $1K NEW $166.12 -4.8%
506 EOG EOG RES INC Energy 10.0 $1K NEW $129.80 +12.6%
507 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 38.0 $1K $33.89 +7.6%
508 BHF BRIGHTHOUSE FINL INC Financial Services 20.0 $1K $63.30 -11.9%
509 AENT ALLIANCE ENTERTAINMENT HOLDI Communication Services 200.0 $1K $5.84 -6.5%
510 INSM INSMED INC Healthcare 10.0 $1K $106.70 +20.3%
511 VSNT VERSANT MEDIA GROUP INC Industrials 26.0 $937.0 $36.04 +8.9%
512 IGV ISHARES TR 10.0 $908.0 $90.80 +12.3%
513 FSIG FIRST TR EXCHANGE-TRADED FD 47.0 $887.0 NEW $18.87 -0.2%
514 OGN ORGANON & CO Healthcare 62.0 $833.0 $13.44 +2.0%
515 WU WESTERN UN CO Financial Services 100.0 $770.0 $7.70 -6.8%
516 NAVI NAVIENT CORPORATION Financial Services 78.0 $664.0 $8.51 +7.6%
517 RUM RUM GROUP INC Technology 100.0 $634.0 $6.34 +30.0%
518 SIRI SIRIUSXM HOLDINGS INC Communication Services 20.0 $591.0 $29.55 -1.4%
519 PURSUIT ATTRACTIONS AND HOSP 10.0 $560.0 $56.00
520 DOW DOW HLDGS INC Basic Materials 14.0 $384.0 $27.43 +14.3%
Page 26 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%