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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 22 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NXPI NXP SEMICONDUCTORS N V Technology 1,342.0 $377K 0.02% +91.0 +7.3% $281.06 -20.0%
422 CFG CITIZENS FINL GROUP INC Financial Services 5,362.0 $376K 0.02% -207.0 -3.7% $70.08 -0.4%
423 MAA MID-AMER APT CMNTYS INC Real Estate 2,687.0 $373K 0.02% NEW $138.96 -5.0%
424 NVS NOVARTIS AG Healthcare 2,361.0 $370K 0.02% +573.0 +32.0% $156.74 +2.1%
425 FS SPECIALTY LENDING FD 33,129.0 $369K 0.02% $11.15
426 OC OWENS CORNING NEW Industrials 2,322.0 $369K 0.02% NEW $158.94 -7.8%
427 MLI MUELLER INDS INC Industrials 2,982.0 $367K 0.02% +770.0 +34.8% $122.91 -50.0%
428 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,152.0 $366K 0.02% $317.63 -8.0%
429 FC FRANKLIN COVEY CO Industrials 14,893.0 $365K 0.02% $24.53 -16.8%
430 NTRS NORTHERN TR CORP Financial Services 2,091.0 $363K 0.02% +273.0 +15.0% $173.82 +7.5%
431 RKLB ROCKET LAB CORP Industrials 3,557.0 $362K 0.02% NEW $101.66 -34.2%
432 CTVA CORTEVA INC Basic Materials 4,257.0 $360K 0.02% +340.0 +8.7% $84.68 -1.9%
433 FICO PUT FAIR ISAAC CORP Technology 300.0 $358K 0.02% NEW $1194.78 -4.8%
434 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,910.0 $358K 0.02% -186.0 -6.0% $123.13 +31.4%
435 VFH VANGUARD WORLD FD 2,709.0 $357K 0.02% +16.0 +0.6% $131.62 +8.2%
436 ALL ALLSTATE CORP Financial Services 1,497.0 $356K 0.02% +154.0 +11.5% $237.96 +8.3%
437 AHR AMERICAN HEALTHCARE REIT INC Real Estate 6,813.0 $355K 0.02% $52.15 +9.4%
438 IRM IRON MTN INC DEL Real Estate 2,812.0 $355K 0.02% +508.0 +22.1% $126.29 -4.3%
439 AIG AMERICAN INTL GROUP INC Financial Services 4,758.0 $355K 0.02% +875.0 +22.5% $74.53 +2.5%
440 MCO MOODYS CORP Financial Services 781.0 $354K 0.02% +240.0 +44.4% $453.03 +13.3%
Page 22 of 33  ·  648 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%