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Portfolio (Quarterly) Guide ↗

Holistic Financial Partners

· CIK 0001729304
13F Portfolio $269M AUM 146 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 52 Added 43 Reduced 7 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNP UNION PAC CORP Industrials 1,241.0 $301K 0.11% +126.0 +11.3% $242.62 +11.7%
42 MA MASTERCARD INCORPORATED Financial Services 586.0 $293K 0.11% +22.0 +3.9% $499.31 -1.3%
43 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,261.0 $284K 0.10% +420.0 +22.8% $125.46 +3.2%
44 PANW PALO ALTO NETWORKS INC Technology 1,762.0 $282K 0.10% +505.0 +40.2% $160.32 +60.1%
45 CSX CSX CORP Industrials 6,569.0 $270K 0.10% +122.0 +1.9% $41.05 +13.5%
46 CARR CARRIER GLOBAL CORPORATION Industrials 4,701.0 $265K 0.10% +228.0 +5.1% $56.31 +15.2%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 262.0 $262K 0.10% +3.0 +1.2% $998.22 +0.5%
48 MSI MOTOROLA SOLUTIONS INC Technology 602.0 $261K 0.10% +17.0 +2.9% $433.97 -5.4%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 1,750.0 $256K 0.10% +257.0 +17.2% $146.28 -6.6%
50 ORCL ORACLE CORP Technology 1,587.0 $233K 0.09% +235.0 +17.4% $147.11 +31.2%
51 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,326.0 $209K 0.08% +41.0 +3.2% $157.28 -4.2%
52 HLN HALEON PLC Healthcare 12,562.0 $126K 0.05% +1K +12.3% $10.01 -7.7%
Page 3 of 3  ·  52 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
Healthcare 50.5%
Technology 16.5%
Financial Services 10.3%
Industrials 6.5%
Communication Services 5.2%
Consumer Cyclical 4.6%
Energy 3.1%
Consumer Defensive 1.9%
Utilities 1.1%
Basic Materials 0.2%