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Portfolio (Quarterly) Guide ↗

Leonard Rickey Investment Advisors P.L.L.C.

· CIK 0001731447
13F Portfolio $577.9B AUM 118 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 43 Added 44 Reduced 8 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PRF INVESCO EXCHANGE TRADED FD T 5,350.0 $254K 0.04% -243.0 -4.3% $47.53 +9.8%
42 SNY SANOFI SA Healthcare 4,760.0 $229K 0.04% -385.0 -7.5% $48.18 -10.5%
43 SCHP SCHWAB STRATEGIC TR 8,591.0 $229K 0.04% -450.0 -5.0% $26.61 +0.2%
44 VFMV VANGUARD WELLINGTON FD 1,637.0 $218K 0.04% -22.0 -1.3% $133.20 +4.5%
Page 3 of 3  ·  44 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
Financial Services 34.2%
Technology 25.1%
Consumer Cyclical 10.2%
Communication Services 7.2%
Consumer Defensive 6.3%
Industrials 6.0%
Healthcare 5.9%
Energy 4.4%
Basic Materials 0.6%
Utilities 0.3%