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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $491.5B AUM 130 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 40 Added 45 Reduced 14 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 1,519.0 $243K 0.05% -145.0 -8.7% $159.70 -6.0%
42 MKL MARKEL GROUP INC Financial Services 121.0 $232K 0.05% -4K -96.8% $1914.07 -3.1%
43 GDXJ VANECK ETF TRUST 1,776.0 $213K 0.04% -70.0 -3.8% $120.04 -3.6%
44 VFLO VICTORY PORTFOLIOS II 5,339.0 $211K 0.04% -97.0 -1.8% $39.48 +8.1%
45 PNC PNC FINL SVCS GROUP INC Financial Services 1,000.0 $208K 0.04% -92.0 -8.4% $208.09 +3.0%
Page 3 of 3  ·  45 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 24.5%
Technology 22.2%
Consumer Cyclical 14.9%
Communication Services 12.9%
Healthcare 10.7%
Industrials 4.9%
Basic Materials 4.6%
Energy 2.3%
Utilities 1.6%
Consumer Defensive 0.8%