Portfolio (Quarterly) Guide ↗

Curtis Advisory Group, LLC

· CIK 0001664656

13F Portfolio $464M AUM 118 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 45 Added 31 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OEF	ISHARES TR	—	6,282	$2.2M	0.45%	SOLD
2	HYXF	ISHARES TR	—	5,160	$244K	0.05%	SOLD
3	XLV	SELECT SECTOR SPDR TR	—	1,384	$214K	0.04%	SOLD
4	EFA	ISHARES TR	—	2,087	$200K	0.04%	SOLD

Sector Allocation

Technology 36.9%

Financial Services 35.4%

Consumer Cyclical 15.6%

Consumer Defensive 3.9%

Communication Services 3.1%

Energy 2.4%

Healthcare 1.5%

Industrials 1.3%