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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 8 of 27  ·  537 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SBSI SOUTHSIDE BANCSHARES INC Financial Services 3,807.0 $134K 0.01% $35.19 -7.0%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 475.0 $134K 0.01% +32.0 +7.2% $281.21 -18.6%
143 DES WISDOMTREE TR 3,249.0 $132K 0.01% $40.68 +2.0%
144 EFG ISHARES TR 1,060.0 $132K 0.01% $124.42 +2.1%
145 XLU SELECT SECTOR SPDR TR 2,894.0 $131K 0.01% $45.34 -2.6%
146 ETHA ISHARES ETHEREUM TR Financial Services 10,829.0 $129K 0.01% $11.89 +21.1%
147 CSCO CISCO SYS INC Technology 1,045.0 $123K 0.01% +159.0 +17.9% $117.46 -3.9%
148 ICF ISHARES TR 1,805.0 $122K 0.01% $67.63 +1.3%
149 PG PROCTER & GAMBLE CO Consumer Defensive 819.0 $120K 0.01% -51.0 -5.9% $146.64 -2.4%
150 ACN ACCENTURE PLC IRELAND Technology 957.0 $119K 0.01% -18.0 -1.9% $124.44 +36.6%
151 FAS DIREXION SHARES ETF TRUST 800.0 $118K 0.01% $147.18 +21.5%
152 VWO VANGUARD INTL EQUITY INDEX F 1,966.0 $117K 0.01% $59.69 +1.2%
153 IJS ISHARES TR 829.0 $113K 0.01% $136.71 +2.2%
154 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 120.0 $112K 0.01% $935.48 +1.9%
155 EPD ENTERPRISE PRODS PARTNERS L Energy 2,981.0 $110K 0.01% $36.76 +5.0%
156 RTX RTX CORPORATION Industrials 564.0 $107K 0.01% +95.0 +20.3% $189.73 +16.8%
157 ITOT ISHARES TR 645.0 $106K 0.01% NEW $164.27 +3.3%
158 NSC NORFOLK SOUTHN CORP Industrials 332.0 $104K 0.01% $314.59 +8.4%
159 GWX SPDR INDEX SHS FDS 2,375.0 $104K 0.01% -190.0 -7.4% $43.76 +6.3%
160 MS MORGAN STANLEY Financial Services 491.0 $103K 0.01% +114.0 +30.2% $209.04 +4.4%
Page 8 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%