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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.3B AUM 326 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 84 Added 61 Reduced 16 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PAL PROFICIENT AUTO LOGISTICS INC COM Industrials 40,000.0 $271K 0.01% +15K +60.0% $6.78 +10.9%
82 BND VANGUARD TOTAL BOND MARKET ETF 3,602.0 $265K 0.01% +43.0 +1.2% $73.64 -0.4%
83 CRWD CROWDSTRIKE HLDGS INC CL A Technology 648.0 $253K 0.01% +4.0 +0.6% $390.41 +75.4%
84 VTV VANGUARD VALUE ETF 1,236.0 $242K 0.01% +10.0 +0.8% $196.13 +10.4%
Page 5 of 5  ·  84 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 35.5%
Financial Services 23.5%
Communication Services 12.2%
Healthcare 6.3%
Consumer Defensive 6.0%
Industrials 6.0%
Consumer Cyclical 4.2%
Energy 3.1%
Utilities 1.7%
Basic Materials 1.0%