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Portfolio (Quarterly) Guide ↗

Deane Retirement Strategies, Inc.

· CIK 0001659346
13F Portfolio $236M AUM 52 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 11 Added 18 Reduced 26 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 45 $4K 0.00% SOLD
22 MA MASTERCARD INC Financial Services 8 $4K 0.00% SOLD
23 VMC VULCAN MATLS CO COM Basic Materials 14 $4K 0.00% SOLD
24 AAPL APPLE INC Technology 15 $4K 0.00% SOLD
25 LOW LOWES COS INC COM Consumer Cyclical 15 $4K 0.00% SOLD
26 GDXJ VANECK JUNIOR GOLD MINERS ETF 18 $2K 0.00% SOLD
Page 2 of 2  ·  26 positions
Sector Allocation
Financial Services 25.4%
Technology 18.4%
Basic Materials 11.4%
Healthcare 11.4%
Energy 10.7%
Consumer Defensive 6.4%
Industrials 6.3%
Communication Services 6.0%
Consumer Cyclical 4.1%