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Portfolio (Quarterly) Guide ↗

Relyea Zuckerberg Hanson LLC

· CIK 0001793691
13F Portfolio $1.2B AUM 302 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 302 New
Page 14 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OEF ISHARES TR 687.0 $251K 0.02% NEW $365.79 +3.0%
262 EQIX EQUINIX INC Real Estate 240.0 $250K 0.02% NEW $1042.46 +3.9%
263 IJJ ISHARES TR 1,663.0 $246K 0.02% NEW $147.70 +0.2%
264 JCI JOHNSON CONTROLS INTERNATION Industrials 1,669.0 $244K 0.02% NEW $146.11 -2.0%
265 PSX PHILLIPS 66 Energy 1,433.0 $242K 0.02% NEW $169.05 +42.0%
266 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,039.0 $242K 0.02% NEW $233.10 +1.1%
267 PANL PANGAEA LOGISTICS SOLUTION L Industrials 37,228.0 $242K 0.02% NEW $6.50 +21.5%
268 VRT VERTIV HOLDINGS CO Industrials 721.0 $241K 0.02% NEW $334.82 -21.0%
269 CRM SALESFORCE INC Technology 1,539.0 $241K 0.02% NEW $156.66 +31.1%
270 VTWG VANGUARD SCOTTSDALE FDS 825.0 $237K 0.02% NEW $287.67 -2.9%
271 CVS CVS HEALTH CORP Healthcare 2,274.0 $235K 0.02% NEW $103.45 -9.5%
272 FORTINET INC 1,516.0 $233K 0.02% NEW $153.62
273 ASML ASML HLDG NV Technology 117.0 $233K 0.02% NEW $1989.44 -12.0%
274 III INFORMATION SVCS GROUP INC Technology 56,544.0 $232K 0.02% NEW $4.11 +20.0%
275 DOL WISDOMTREE TR 3,105.0 $231K 0.02% NEW $74.37 +3.3%
276 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,100.0 $230K 0.02% NEW $45.11 +17.2%
277 FCX FREEPORT MCMORAN INC Basic Materials 3,634.0 $229K 0.02% NEW $62.89 +13.2%
278 TMUS T-MOBILE US INC Communication Services 1,351.0 $227K 0.02% NEW $167.74 +8.0%
279 SHW SHERWIN WILLIAMS CO Basic Materials 657.0 $226K 0.02% NEW $344.32 +0.8%
280 XLU SELECT SECTOR SPDR TR 4,979.0 $226K 0.02% NEW $45.34 -3.5%
Page 14 of 16  ·  302 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 38.6%
Financial Services 24.8%
Healthcare 8.6%
Communication Services 8.4%
Industrials 5.9%
Consumer Cyclical 5.7%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.0%
Basic Materials 0.9%