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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 5 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRH PLC 4,590.0 $491K 0.05% $107.00
82 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,537.0 $488K 0.05% $317.53 -5.0%
83 TJX TJX COS INC NEW Consumer Cyclical 3,088.0 $468K 0.05% -82.0 -2.6% $151.50 -0.4%
84 DIS DISNEY WALT CO Communication Services 4,831.0 $465K 0.04% -125.0 -2.5% $96.26 +7.5%
85 PANW PALO ALTO NETWORKS INC Technology 1,312.0 $447K 0.04% $341.02 +10.2%
86 SPDW SPDR INDEX SHS FDS 8,682.0 $437K 0.04% -239.0 -2.7% $50.39 +3.6%
87 HD HOME DEPOT INC Consumer Cyclical 1,212.0 $428K 0.04% $352.78 -4.2%
88 NEE NEXTERA ENERGY INC Utilities 4,850.0 $426K 0.04% +142.0 +3.0% $87.77 -1.8%
89 WMT WALMART INC Consumer Defensive 3,751.0 $425K 0.04% $113.26 +0.9%
90 VSS VANGUARD INTL EQUITY INDEX F 2,747.0 $424K 0.04% +191.0 +7.5% $154.29 +3.8%
91 RWR SPDR SERIES TRUST 3,746.0 $423K 0.04% $112.98 +0.7%
92 AVEM AMERICAN CENTY ETF TR 4,140.0 $399K 0.04% $96.49 -2.1%
93 IONS IONIS PHARMACEUTICALS INC Healthcare 5,000.0 $396K 0.04% $79.29 -26.1%
94 JBL JABIL INC Technology 1,023.0 $394K 0.04% $385.48 -4.0%
95 IWN ISHARES TR 1,757.0 $389K 0.04% $221.20 +2.4%
96 VBK VANGUARD INDEX FDS 996.0 $364K 0.04% $365.70 +0.1%
97 LLY ELI LILLY & CO Healthcare 289.0 $346K 0.03% $1198.05 -1.1%
98 NOC NORTHROP GRUMMAN CORP Industrials 675.0 $344K 0.03% $509.31 +12.0%
99 AVUS AMERICAN CENTY ETF TR 2,631.0 $337K 0.03% $128.08 +3.1%
100 PNC PNC FINL SVCS GROUP INC Financial Services 1,326.0 $326K 0.03% $246.22 +3.4%
Page 5 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%