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Portfolio (Quarterly) Guide ↗

Moisand Fitzgerald Tamayo, LLC

· CIK 0001649107
13F Portfolio $930.6B AUM 518 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 28 Added 79 Reduced 16 Exited
Page 9 of 26  ·  518 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VRTX VERTEX PHARMACEUTICALS INC Healthcare 200.0 $89K 0.01% $446.54 -2.7%
162 NXP NUVEEN SELECT TAX-FREE INCOM Financial Services 5,914.0 $85K 0.01% $14.35 -2.4%
163 FCF FIRST COMWLTH FINL CORP PA Financial Services 4,692.0 $82K 0.01% $17.58 +3.3%
164 NFLX NETFLIX INC. Communication Services 810.0 $78K 0.01% $96.15 -5.5%
165 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 610.0 $77K 0.01% $125.46 +8.1%
166 NOW SERVICENOW INC Technology 730.0 $76K 0.01% $104.55 +3.0%
167 GS GOLDMAN SACHS GROUP INC Financial Services 90.0 $76K 0.01% $846.00 +9.6%
168 AAPL CALL APPLE INC Technology 300.0 $76K 0.01% +100.0 +50.0% $253.79 +17.9%
169 GE GE AEROSPACE Industrials 262.0 $74K 0.01% $283.77 +0.2%
170 UNP UNION PAC CORP Industrials 292.0 $71K 0.01% $242.62 +12.0%
171 PSX PHILLIPS 66 Energy 385.0 $70K 0.01% $182.18 -2.2%
172 BAC BANK AMERICA CORP Financial Services 1,430.0 $70K 0.01% $48.75 +3.9%
173 CSCO CISCO SYS INC Technology 886.0 $69K 0.01% $77.59 +52.0%
174 WBD WARNER BROS DISCOVERY INC Communication Services 2,483.0 $68K 0.01% +38.0 +1.6% $27.46 -1.5%
175 MDLZ MONDELEZ INTL INC Consumer Defensive 1,169.0 $67K 0.01% $57.64 +7.0%
176 CSX CSX CORP Industrials 1,620.0 $67K 0.01% $41.05 +11.6%
177 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 3,542.0 $66K 0.01% $18.70 -21.4%
178 AVGE AMERICAN CENTY ETF TR 733.0 $65K 0.01% +16.0 +2.2% $88.02 +9.2%
179 WFC WELLS FARGO & CO Financial Services 804.0 $64K 0.01% $79.61 -6.6%
180 ABBV ABBVIE INC Healthcare 294.0 $64K 0.01% -20.0 -6.4% $217.49 -3.6%
Page 9 of 26  ·  518 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 33.2%
Financial Services 14.6%
Industrials 13.6%
Consumer Cyclical 8.9%
Energy 7.5%
Healthcare 6.5%
Communication Services 5.1%
Consumer Defensive 4.5%
Utilities 3.8%
Basic Materials 1.4%