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Portfolio (Quarterly) Guide ↗

Mayfair Advisory Group, LLC

· CIK 0001801926
13F Portfolio $286M AUM 175 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 67 Added 35 Reduced 9 Exited
Page 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 APLD APPLIED DIGITAL CORP Technology 9,282.0 $220K 0.08% $23.74 +65.0%
162 AIG AMERICAN INTL GROUP INC Financial Services 2,925.0 $220K 0.08% +174.0 +6.3% $75.25 +0.4%
163 T AT&T INC Communication Services 7,542.0 $219K 0.08% NEW $28.99 -21.6%
164 COF CAPITAL ONE FINL CORP Financial Services 1,186.0 $216K 0.08% +22.0 +1.9% $182.46 +11.8%
165 VOE VANGUARD INDEX FDS 1,172.0 $216K 0.07% $184.28 +8.0%
166 CMPR CIMPRESS PLC Communication Services 2,952.0 $215K 0.07% NEW $73.00 +26.0%
167 AFL AFLAC INC Financial Services 1,908.0 $209K 0.07% $109.71 +9.5%
168 SCHW SCHWAB CHARLES CORP Financial Services 2,225.0 $209K 0.07% $93.98 -3.5%
169 SSD SIMPSON MFG INC Industrials 1,203.0 $206K 0.07% -35.0 -2.8% $171.62 +22.4%
170 EME EMCOR GROUP INC Industrials 276.0 $204K 0.07% NEW $738.31 +8.1%
171 RSP INVESCO EXCHANGE TRADED FD T 1,053.0 $202K 0.07% $191.95 +10.7%
172 GE GE AEROSPACE Industrials 712.0 $202K 0.07% $283.78 +30.0%
173 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 8,210.0 $200K 0.07% NEW $24.39 -23.2%
174 MCI BARINGS CORPORATE INVS Financial Services 10,983.0 $189K 0.07% $17.24 +1.0%
175 ETF OPPORTUNITIES TRUST 11,000.0 $121K 0.04% $11.03
Page 9 of 9  ·  175 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 25.5%
Financial Services 22.2%
Industrials 12.2%
Energy 11.8%
Consumer Defensive 7.2%
Consumer Cyclical 5.4%
Healthcare 5.3%
Utilities 5.0%
Communication Services 4.7%
Basic Materials 0.8%