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Portfolio (Quarterly) Guide ↗

Soltis Investment Advisors LLC

· CIK 0001802530
13F Portfolio $1.8B AUM 688 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 120 New 270 Added 186 Reduced 52 Exited
Page 10 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,524.0 $534K 0.03% +211.0 +16.1% $350.12 -11.3%
182 OTIS OTIS WORLDWIDE CORP Industrials 7,422.0 $531K 0.03% +1K +20.8% $71.60 +0.8%
183 SPGI S&P GLOBAL INC Financial Services 1,294.0 $527K 0.03% +442.0 +51.9% $407.25 +6.9%
184 EPD ENTERPRISE PRODS PARTNERS L 14,202.0 $522K 0.03% +115.0 +0.8% $36.76
185 CHRW C H ROBINSON WORLDWIDE IN Industrials 2,747.0 $517K 0.03% +337.0 +14.0% $188.34 -24.1%
186 PLD PROLOGIS INC. Real Estate 3,806.0 $516K 0.03% +310.0 +8.9% $135.47 +5.8%
187 JBHT HUNT J B TRANS SVCS INC Industrials 1,780.0 $515K 0.03% +517.0 +40.9% $289.36 -10.2%
188 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,999.0 $512K 0.03% +299.0 +17.6% $255.93 +32.5%
189 XTJA INNOVATOR ETFS TRUST 14,978.0 $510K 0.03% +775.0 +5.5% $34.04 +2.4%
190 BX BLACKSTONE INC Financial Services 4,268.0 $502K 0.03% +371.0 +9.5% $117.66 +22.1%
191 ITW ILLINOIS TOOL WKS INC Industrials 1,837.0 $497K 0.03% +616.0 +50.5% $270.42 +5.0%
192 POOL POOL CORP Industrials 2,246.0 $483K 0.03% +85.0 +3.9% $214.94 -12.4%
193 DFAI DIMENSIONAL ETF TRUST 11,338.0 $468K 0.03% +129.0 +1.1% $41.25 +4.9%
194 DVY ISHARES TR 2,933.0 $458K 0.03% +335.0 +12.9% $156.28 +5.3%
195 ANNALY CAPITAL MANAGEMENT IN 20,336.0 $455K 0.03% +5K +36.4% $22.36
196 BK BANK OF NY MELLON CORP Financial Services 3,119.0 $451K 0.03% +316.0 +11.3% $144.60 -0.6%
197 SO SOUTHERN CO Utilities 4,681.0 $448K 0.03% +191.0 +4.2% $95.71 -5.9%
198 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,509.0 $447K 0.03% +2K +1572.7% $178.23 +19.7%
199 TGT TARGET CORP Consumer Defensive 3,404.0 $445K 0.03% +292.0 +9.4% $130.59 +30.1%
200 OMF ONEMAIN HLDGS INC Financial Services 7,181.0 $438K 0.02% +3K +80.3% $60.97 +3.1%
Page 10 of 14  ·  270 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 36.0%
Financial Services 11.6%
Consumer Cyclical 9.9%
Industrials 9.6%
Healthcare 8.4%
Communication Services 5.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 3.8%
Utilities 3.1%