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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VIOO VANGUARD ADMIRAL FDS INC 2,335.0 $321K 0.07% NEW $137.54 -1.1%
142 CW CURTISS WRIGHT CORP Industrials 423.0 $320K 0.07% NEW $757.67 -19.5%
143 ANNALY CAPITAL MANAGEMENT IN 13,868.0 $310K 0.07% NEW $22.36
144 IYK ISHARES TR 4,233.0 $308K 0.07% NEW $72.66 +4.6%
145 BURL BURLINGTON STORES INC Consumer Cyclical 961.0 $304K 0.07% NEW $316.77 -0.5%
146 NVT NVENT ELEC PLC Industrials 1,793.0 $304K 0.07% NEW $169.59 -10.7%
147 IVW ISHARES TR 2,200.0 $303K 0.07% NEW $137.53 +0.9%
148 TWLO TWILIO INC Communication Services 1,440.0 $297K 0.07% NEW $206.29 +8.6%
149 GSK GSK PLC Healthcare 5,636.0 $295K 0.07% NEW $52.41 -0.7%
150 TTMI TTM TECHNOLOGIES INC Technology 1,515.0 $283K 0.06% NEW $187.01 -39.9%
151 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 400.0 $281K 0.06% NEW $703.34 -1.3%
152 JLL JONES LANG LASALLE INC Real Estate 902.0 $280K 0.06% NEW $309.89 +26.8%
153 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 515.0 $279K 0.06% NEW $541.74 -4.3%
154 ADBE ADOBE INC Technology 1,330.0 $273K 0.06% NEW $205.02 +33.6%
155 RS RELIANCE INC Basic Materials 709.0 $265K 0.06% NEW $373.55 +2.7%
156 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 674.0 $256K 0.06% NEW $380.31 -30.0%
157 IEMG ISHARES INC 2,990.0 $248K 0.05% NEW $82.84 -1.1%
158 IWX ISHARES TR 2,352.0 $247K 0.05% NEW $105.16 +7.4%
159 CASY CASEYS GEN STORES INC Consumer Cyclical 303.0 $241K 0.05% NEW $794.66 +3.8%
160 RSP INVESCO EXCHANGE TRADED FD T 1,125.0 $239K 0.05% NEW $212.77 +4.2%
Page 8 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%