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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 27 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BBBY BED BATH & BEYOND INC Consumer Cyclical 64.0 $371.0 $5.80 -25.0%
522 SLVM SYLVAMO CORP Basic Materials 8.0 $303.0 $37.88 -3.8%
523 GRAL GRAIL INC Healthcare 4.0 $274.0 $68.50 +2.1%
524 ALL ALLSTATE CORP Financial Services 1.0 $238.0 $238.00 +8.4%
525 KD KYNDRYL HLDGS INC Technology 20.0 $227.0 $11.35 +12.1%
526 ASTS AST SPACEMOBILE INC Technology 2.0 $178.0 NEW $89.00 -20.1%
527 JETS ETF SER SOLUTIONS 4.0 $133.0 $33.25 -7.2%
528 CG CARLYLE GROUP INC Financial Services 121.0 $115.0 $0.95 +5007.3%
529 ABR ARBOR REALTY TRUST INC Real Estate 21.0 $114.0 $5.43 -7.9%
530 LUMN LUMEN TECHNOLOGIES INC Communication Services 12.0 $93.0 $7.75 -15.2%
531 EMBC EMBECTA CORP Healthcare 15.0 $49.0 $3.27 +57.0%
532 ONL ORION PROPERTIES INC Real Estate 13.0 $38.0 $2.92 -2.8%
533 SPRU SPRUCE POWER HOLDING CORP Energy 13.0 $34.0 $2.62 -27.4%
534 IBHF ISHARES TR 1.0 $23.0 $23.00 -2.1%
535 IMPERIAL PETE INC 2.0 $10.0 $5.00
536 BED BATH & BEYOND INC 6.0 $3.0 $0.50
537 IAGG ISHARES TR $1.0 NEW
Page 27 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%