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Portfolio (Quarterly) Guide ↗

Cordatus Wealth Management LLC

· CIK 0001715862
13F Portfolio $455M AUM 168 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IYG ISHARES TR 8,256.0 $747K 0.16% NEW $90.47 +8.4%
102 NVS NOVARTIS AG Healthcare 4,593.0 $720K 0.16% NEW $156.71 +2.1%
103 IWR ISHARES TR 6,495.0 $717K 0.16% NEW $110.32 +2.4%
104 FXI ISHARES TR 22,280.0 $704K 0.15% NEW $31.59 +12.6%
105 DUK DUKE ENERGY CORP NEW Utilities 5,357.0 $678K 0.15% NEW $126.55 -3.9%
106 VCIT VANGUARD SCOTTSDALE FDS 8,137.0 $673K 0.15% NEW $82.65 -1.3%
107 VEA VANGUARD TAX-MANAGED FDS 9,057.0 $645K 0.14% NEW $71.25 +3.6%
108 SO SOUTHERN CO Utilities 6,416.0 $614K 0.14% NEW $95.69 -6.0%
109 ENB ENBRIDGE INC Energy 10,852.0 $588K 0.13% NEW $54.21 -8.2%
110 ZTS ZOETIS INC Healthcare 8,034.0 $577K 0.13% NEW $71.85 +7.6%
111 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 3,311.0 $573K 0.13% NEW $173.11 -5.4%
112 EWBC EAST WEST BANCORP INC Financial Services 4,322.0 $558K 0.12% NEW $129.08 +0.3%
113 DGRW WISDOMTREE TR 5,822.0 $557K 0.12% NEW $95.62 +4.0%
114 MANH MANHATTAN ASSOCIATES INC Technology 3,947.0 $550K 0.12% NEW $139.25 +53.0%
115 ENTG ENTEGRIS INC Technology 2,903.0 $522K 0.12% NEW $179.85 -22.8%
116 ATI ATI INC Industrials 2,634.0 $519K 0.11% NEW $197.08 +9.2%
117 TD TORONTO DOMINION BK ONT Financial Services 4,241.0 $515K 0.11% NEW $121.42 -1.9%
118 SCCO SOUTHERN COPPER CORP Basic Materials 2,856.0 $498K 0.11% NEW $174.25 +26.1%
119 CHT CHUNGHWA TELECOM CO LTD Communication Services 11,007.0 $487K 0.11% NEW $44.26 -2.5%
120 NGG NATIONAL GRID PLC Utilities 5,760.0 $477K 0.10% NEW $82.87 -2.0%
Page 6 of 9  ·  168 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 32.9%
Financial Services 20.4%
Industrials 10.2%
Healthcare 8.8%
Consumer Cyclical 7.9%
Consumer Defensive 7.2%
Basic Materials 3.5%
Utilities 3.4%
Communication Services 3.2%
Energy 2.3%