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Portfolio (Quarterly) Guide ↗

Blue Zone Wealth Advisors, LLC

· CIK 0001803106
13F Portfolio $573M AUM 125 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 31 Added 41 Reduced 12 Exited
Page 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYG SPDR SERIES TRUST 2,663.0 $317K 0.06% -40.0 -1.5% $118.99 +2.9%
102 YUM YUM BRANDS INC Consumer Cyclical 1,967.0 $314K 0.06% $159.86 -9.2%
103 BRO BROWN & BROWN INC Financial Services 4,800.0 $308K 0.05% $64.15 +7.3%
104 MA MASTERCARD INCORPORATED Financial Services 550.0 $282K 0.05% -12.0 -2.1% $513.60 +9.5%
105 AEM AGNICO EAGLE MINES LTD Basic Materials 1,794.0 $278K 0.05% $155.13 +21.7%
106 IWR ISHARES TR 2,455.0 $271K 0.05% -1K -30.7% $110.31 +3.5%
107 NFLX NETFLIX INC. Communication Services 3,710.0 $265K 0.05% +200.0 +5.7% $71.40 +6.5%
108 BAI BLACKROCK ETF TRUST 5,000.0 $264K 0.05% NEW $52.72 -9.5%
109 VLO VALERO ENERGY CORP Energy 1,003.0 $261K 0.05% $260.44 +33.3%
110 EFAV ISHARES TR 2,963.0 $260K 0.04% +76.0 +2.6% $87.72 +6.2%
111 SILJ AMPLIFY ETF TR 9,966.0 $258K 0.04% $25.92 +15.4%
112 LHX L3HARRIS TECHNOLOGIES INC Industrials 858.0 $249K 0.04% $290.59 -4.2%
113 GE GE AEROSPACE Industrials 663.0 $248K 0.04% NEW $373.73 -1.2%
114 EFAX SPDR INDEX SHS FDS 4,560.0 $247K 0.04% $54.12 +4.0%
115 PNC PNC FINL SVCS GROUP INC Financial Services 1,000.0 $246K 0.04% $246.22 +3.4%
116 VFLO VICTORY PORTFOLIOS II 5,339.0 $244K 0.04% $45.75 +16.6%
117 RTX RTX CORPORATION Industrials 1,245.0 $236K 0.04% +22.0 +1.8% $189.73 +16.8%
118 CMPR CIMPRESS PLC Communication Services 2,282.0 $232K 0.04% NEW $101.70 -9.8%
119 CEG CONSTELLATION ENERGY CORP Utilities 921.0 $229K 0.04% $248.37 +12.0%
120 IBM INTERNATIONAL BUSINESS MACHS Technology 789.0 $222K 0.04% NEW $281.21 -18.6%
Page 6 of 7  ·  125 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 25.4%
Financial Services 22.8%
Consumer Cyclical 14.7%
Communication Services 14.5%
Healthcare 9.8%
Industrials 4.5%
Basic Materials 4.3%
Energy 1.9%
Utilities 1.4%
Consumer Defensive 0.7%