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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 6 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 1,714.0 $317K 0.03% -52.0 -2.9% $184.79 -13.3%
102 VEA VANGUARD TAX-MANAGED FDS 4,388.0 $313K 0.03% +1K +49.5% $71.25 +1.6%
103 SBUX STARBUCKS CORP Consumer Cyclical 3,046.0 $311K 0.03% $102.20 +3.7%
104 SCCO SOUTHERN COPPER CORP Basic Materials 1,782.0 $311K 0.03% +17.0 +1.0% $174.26 +7.8%
105 QQQ INVESCO QQQ TR Financial Services 419.0 $309K 0.03% +245.0 +140.8% $737.26 -2.7%
106 GOOG ALPHABET INC Communication Services 869.0 $307K 0.03% +37.0 +4.5% $353.33 -3.4%
107 DIA STATE STR SPDR DOW JONES IND Financial Services 549.0 $287K 0.03% $522.39 +2.0%
108 AMD ADVANCED MICRO DEVICES INC Technology 475.0 $276K 0.03% $580.91 -16.6%
109 SPTI SPDR SERIES TRUST 8,970.0 $255K 0.03% $28.39 -1.0%
110 META META PLATFORMS INC Communication Services 451.0 $254K 0.03% +9.0 +2.0% $563.71 -3.6%
111 AMZN AMAZON COM INC Consumer Cyclical 1,042.0 $248K 0.02% -46.0 -4.2% $238.34 +8.9%
112 OEF ISHARES TR 676.0 $247K 0.02% $365.87 +3.5%
113 QVAL EA SERIES TRUST 4,430.0 $246K 0.02% $55.45 +9.8%
114 VGT VANGUARD WORLD FD 2,000.0 $239K 0.02% +2K +700.0% $119.52 +0.2%
115 SPSM SPDR SERIES TRUST 4,143.0 $239K 0.02% -73.0 -1.7% $57.67 -0.4%
116 GOOGL ALPHABET INC Communication Services 658.0 $235K 0.02% +32.0 +5.1% $357.57 -3.7%
117 DVY ISHARES TR 1,500.0 $234K 0.02% $156.30 +5.5%
118 BITB BITWISE BITCOIN ETF TR Financial Services 7,091.0 $226K 0.02% $31.86 +10.1%
119 EFV ISHARES TR 2,930.0 $224K 0.02% -19.0 -0.6% $76.54 +6.1%
120 GEV GE VERNOVA INC Utilities 185.0 $217K 0.02% $1174.86 -14.5%
Page 6 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%