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Portfolio (Quarterly) Guide ↗

IBEX WEALTH ADVISORS

· CIK 0001686242
13F Portfolio $1.3B AUM 209 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 88 Added 60 Reduced 13 Exited
Page 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CEG CONSTELLATION ENERGY Utilities 1,326.0 $329K 0.03% -25.0 -1.9% $248.31 +9.9%
182 AMERICA MOVIL 12,188.0 $317K 0.03% $25.99
183 VTRS VIATRIS INC Healthcare 19,577.0 $311K 0.02% NEW $15.88 +2.8%
184 FIX COMFORT SYSTEMS USA INC Industrials 156.0 $309K 0.02% +2.0 +1.3% $1982.77 -16.5%
185 NZF NUVEEN MUNICIPAL Financial Services 24,000.0 $304K 0.02% -6K -20.1% $12.68 -3.5%
186 DUPONT DE 2,118.0 $287K 0.02% NEW $135.64
187 DIA STATE STREET Financial Services 547.0 $286K 0.02% -191.0 -25.9% $522.01 +2.0%
188 CMI CUMMINS INC Industrials 397.0 $283K 0.02% NEW $713.04 -17.6%
189 IWS ISHARES RUSS 1,703.0 $280K 0.02% $164.59 +4.5%
190 ISRG INTUITIVE SURGICAL Healthcare 697.0 $277K 0.02% $397.68 -4.7%
191 IRM IRON MOUNTAIN Real Estate 2,178.0 $275K 0.02% $126.31 -3.4%
192 NVG NUVEEN AMT Financial Services 20,453.0 $262K 0.02% -471.0 -2.2% $12.80 -4.5%
193 NEE NEXTERA ENERGY Utilities 2,917.0 $256K 0.02% +19.0 +0.7% $87.77 -4.7%
194 BALT INNOVATOR DEFINED 7,433.0 $255K 0.02% NEW $34.27 +1.3%
195 AIT APPLIED INDUSTRIAL TECH Industrials 725.0 $245K 0.02% NEW $338.02 +1.1%
196 SNA SNAP ON Industrials 591.0 $238K 0.02% -1K -63.6% $402.40 -2.2%
197 TT TRANE TECHNOLOGIES Industrials 483.0 $237K 0.02% -10.0 -2.0% $490.81 -7.6%
198 GWW GRAINGER W W Industrials 170.0 $231K 0.02% NEW $1359.25 -3.5%
199 IBM INTL BUSINESS Technology 818.0 $230K 0.02% -26K -97.0% $281.28 -16.2%
200 ITT ITT INC Industrials 1,152.0 $228K 0.02% +14.0 +1.2% $197.82 +5.2%
Page 10 of 11  ·  209 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 44.3%
Financial Services 15.1%
Energy 9.0%
Industrials 7.6%
Healthcare 7.4%
Real Estate 5.9%
Communication Services 5.7%
Consumer Cyclical 2.6%
Utilities 1.1%
Basic Materials 1.0%