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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 14 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MUB ISHARES TR 2,107.0 $227K 0.04% +122.0 +6.2% $107.64 -1.9%
262 ENB ENBRIDGE INC Energy 4,133.0 $224K 0.04% NEW $54.21 -8.2%
263 HYS PIMCO ETF TR 2,381.0 $223K 0.04% NEW $93.52 -0.4%
264 MCK MCKESSON CORP Healthcare 294.0 $222K 0.04% +32.0 +12.2% $754.72 +19.9%
265 PTLC PACER FDS TR 3,790.0 $221K 0.04% $58.26 +2.4%
266 ADI ANALOG DEVICES INC Technology 549.0 $218K 0.04% NEW $397.17 -5.9%
267 AZO AUTOZONE INC Consumer Cyclical 68.0 $217K 0.04% $3195.94 -5.3%
268 TMUS T-MOBILE US INC Communication Services 1,280.0 $215K 0.04% -2K -61.2% $167.73 +8.3%
269 MDT MEDTRONIC PLC Healthcare 2,729.0 $213K 0.04% +98.0 +3.7% $78.22 +16.5%
270 NOW SERVICENOW INC Technology 2,127.0 $211K 0.04% NEW $99.28 +27.9%
271 EFA ISHARES TR 2,026.0 $210K 0.04% NEW $103.88 +4.7%
272 FNV FRANCO NEV CORP Basic Materials 985.0 $205K 0.04% -80.0 -7.5% $208.44 +30.4%
273 PSX PHILLIPS 66 Energy 1,212.0 $205K 0.04% NEW $169.05 +40.1%
274 XLE SELECT SECTOR SPDR TR 3,841.0 $204K 0.04% NEW $53.10 +16.9%
275 KMI KINDER MORGAN INC DEL Energy 6,362.0 $203K 0.04% NEW $31.97 -3.2%
276 BLOCK INC 2,675.0 $203K 0.04% NEW $76.00
277 F FORD MTR CO Consumer Cyclical 11,735.0 $163K 0.03% -957.0 -7.5% $13.90 +0.4%
278 ACVA ACV AUCTIONS INC Consumer Cyclical 20,476.0 $147K 0.03% -7K -24.9% $7.19 +1.3%
279 NNOX NANO X IMAGING LTD Healthcare 99,487.0 $115K 0.02% -7K -6.5% $1.16 -25.6%
280 PHK PIMCO HIGH INCOME FD Financial Services 22,730.0 $106K 0.02% $4.66 -2.1%
Page 14 of 15  ·  282 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%