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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 7 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SOUTHSTATE BK CORP 2,174.0 $217K 0.02% $99.90
122 VIG VANGUARD SPECIALIZED FUNDS 913.0 $216K 0.02% +225.0 +32.7% $236.62 +3.3%
123 MCD MCDONALDS CORP Consumer Cyclical 798.0 $216K 0.02% +34.0 +4.5% $270.31 -1.8%
124 T AT&T INC Communication Services 10,274.0 $213K 0.02% $20.70 +19.2%
125 COP CONOCOPHILLIPS Energy 2,016.0 $210K 0.02% $103.97 +22.7%
126 PFE PFIZER INC Healthcare 7,751.0 $187K 0.02% $24.08 +11.6%
127 SPYV SPDR SERIES TRUST 3,063.0 $186K 0.02% -230.0 -7.0% $60.79 +4.2%
128 JPM JPMORGAN CHASE & CO Financial Services 566.0 $185K 0.02% +70.0 +14.1% $327.33 +10.3%
129 IWD ISHARES TR 763.0 $185K 0.02% $242.43 +5.9%
130 FTEC FIDELITY COVINGTON TRUST 609.0 $174K 0.02% $285.58 +2.4%
131 CVX CHEVRON CORPORATION Energy 1,007.0 $167K 0.02% $165.77 +22.3%
132 DRI DARDEN RESTAURANTS INC Consumer Cyclical 730.0 $150K 0.01% $206.01 +9.5%
133 MUB ISHARES TR 1,393.0 $150K 0.01% +407.0 +41.3% $107.62 -1.9%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 3,537.0 $150K 0.01% $42.34 +13.5%
135 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 2,850.0 $145K 0.01% NEW $51.05 +9.6%
136 CAT CATERPILLAR INC Industrials 136.0 $145K 0.01% $1064.90 -17.2%
137 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 4,064.0 $143K 0.01% $35.09 +4.4%
138 XLK SELECT SECTOR SPDR TR 744.0 $142K 0.01% $190.60 -0.1%
139 SCHB SCHWAB STRATEGIC TR 4,808.0 $139K 0.01% $28.96 +3.3%
140 UNH UNITEDHEALTH GROUP INC Healthcare 331.0 $138K 0.01% $415.63 -4.8%
Page 7 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%