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Portfolio (Quarterly) Guide ↗

Nicholas Hoffman & Company, LLC.

· CIK 0001678953
13F Portfolio $4.7B AUM 344 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 88 Added 89 Reduced 9 Exited
Page 17 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FNV FRANCO NEV CORP COM Basic Materials 1,156.0 $241K 0.01% NEW $208.44 +30.4%
322 CVS CVS HEALTH CORP COM Healthcare 2,301.0 $238K 0.01% NEW $103.44 -10.2%
323 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 11,896.0 $232K 0.01% $19.52 -0.1%
324 GILD GILEAD SCIENCES INC COM Healthcare 1,833.0 $232K 0.01% +14.0 +0.8% $126.34 +17.8%
325 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2,095.0 $224K 0.01% -149.0 -6.6% $107.13 +5.6%
326 VOT VANGUARD MID-CAP GROWTH ETF 732.0 $224K 0.01% NEW $306.30 -0.9%
327 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 2,339.0 $222K 0.01% NEW $95.09 +9.8%
328 VNQ VANGUARD REAL ESTATE ETF 2,262.0 $218K 0.01% $96.43 +2.9%
329 BCS BARCLAYS PLC ADR Financial Services 8,070.0 $217K 0.01% NEW $26.86 +1.4%
330 SNPS SYNOPSYS INC COM Technology 481.0 $215K 0.01% NEW $446.07 -8.4%
331 SLB SLB LIMITED COM STK Energy 4,591.0 $213K 0.01% $46.49 +14.6%
332 IMO IMPERIAL OIL LTD COM NEW Energy 1,901.0 $213K 0.00% $112.02 +17.4%
333 TQQQ PROSHARES ULTRAPRO QQQ 2,562.0 $208K 0.00% NEW $81.00 -13.2%
334 FLUTTER ENTMT PLC SHS 2,021.0 $206K 0.00% NEW $102.17
335 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 2,595.0 $206K 0.00% -28.0 -1.1% $79.42 +16.3%
336 AJG GALLAGHER ARTHUR J & CO COM Financial Services 894.0 $205K 0.00% -49.0 -5.2% $229.57 +17.0%
337 CANADIAN PACIFIC KANSAS CITY COM 2,355.0 $204K 0.00% NEW $86.65
338 COF CAPITAL ONE FINL CORP COM Financial Services 1,009.0 $202K 0.00% NEW $200.62 +7.8%
339 BSCU INVESCO BULLETSHARES 2030 CORPORATE BOND ETF 10,940.0 $182K 0.00% $16.64 -0.6%
340 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 18,575.0 $176K 0.00% $9.48 +6.5%
Page 17 of 18  ·  344 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 36.7%
Financial Services 28.9%
Industrials 7.4%
Healthcare 7.3%
Consumer Defensive 6.6%
Consumer Cyclical 4.7%
Communication Services 2.9%
Energy 2.0%
Utilities 1.7%
Basic Materials 1.1%