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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RDVY FIRST TR EXCHANGE TRADED FD 4,105.0 $333K 0.07% NEW $81.06 +1.6%
22 CMI CUMMINS INC Industrials 454.0 $324K 0.06% NEW $713.21 -19.9%
23 CRWD CROWDSTRIKE HLDGS INC Technology 416.0 $317K 0.06% NEW $190.78 -0.1%
24 GRID FIRST TR EXCHANGE-TRADED FD 1,486.0 $285K 0.06% NEW $191.75 -7.1%
25 SOFI SOFI TECHNOLOGIES INC Financial Services 14,694.0 $263K 0.05% NEW $17.93 +1.7%
26 VGIT VANGUARD SCOTTSDALE FDS 4,360.0 $257K 0.05% NEW $58.98 -1.0%
27 CAT CATERPILLAR INC Industrials 232.0 $247K 0.05% NEW $1064.90 -23.8%
28 FLRN SPDR SERIES TRUST 7,422.0 $229K 0.04% NEW $30.85 -0.1%
29 ENB ENBRIDGE INC Energy 4,133.0 $224K 0.04% NEW $54.21 -7.6%
30 HYS PIMCO ETF TR 2,381.0 $223K 0.04% NEW $93.52 -0.6%
31 ADI ANALOG DEVICES INC Technology 549.0 $218K 0.04% NEW $397.17 -6.5%
32 NOW SERVICENOW INC Technology 2,127.0 $211K 0.04% NEW $99.28 +29.0%
33 EFA ISHARES TR 2,026.0 $210K 0.04% NEW $103.88 +4.0%
34 PSX PHILLIPS 66 Energy 1,212.0 $205K 0.04% NEW $169.05 +43.1%
35 XLE SELECT SECTOR SPDR TR 3,841.0 $204K 0.04% NEW $53.10 +18.8%
36 KMI KINDER MORGAN INC DEL Energy 6,362.0 $203K 0.04% NEW $31.97 -3.0%
37 BLOCK INC 2,675.0 $203K 0.04% NEW $76.00
38 GT BIOPHARMA INC 15,000.0 $7K 0.00% NEW $0.49
Page 2 of 2  ·  38 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%