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Portfolio (Quarterly) Guide ↗

Tempus Wealth Planning, LLC

· CIK 0001806428
13F Portfolio $511M AUM 282 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 38 New 125 Added 92 Reduced 31 Exited
Page 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FIW FIRST TR EXCHANGE-TRADED FD 2,378.0 $260K 0.05% +527.0 +28.5% $109.51 +1.1%
122 CGHM CAPITAL GRP FIXED INCM ETF T 9,271.0 $240K 0.05% +665.0 +7.7% $25.85 -1.7%
123 MUB ISHARES TR 2,107.0 $227K 0.04% +122.0 +6.2% $107.64 -1.9%
124 MCK MCKESSON CORP Healthcare 294.0 $222K 0.04% +32.0 +12.2% $754.72 +17.5%
125 MDT MEDTRONIC PLC Healthcare 2,729.0 $213K 0.04% +98.0 +3.7% $78.22 +17.5%
Page 7 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
Industrials 22.0%
Technology 21.7%
Financial Services 16.7%
Utilities 11.6%
Consumer Cyclical 8.9%
Healthcare 7.9%
Communication Services 4.8%
Consumer Defensive 4.2%
Energy 1.2%
Real Estate 1.1%