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Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394
13F Portfolio $227M AUM 49 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 23,825.0 $16.4M 7.21% -309.0 -1.3% $686.81 +3.1%
2 IVV ISHARES TR 12,150.0 $9.1M 4.01% -103.0 -0.8% $748.92 +3.3%
3 VSS VANGUARD INTL EQUITY INDEX F 41,063.0 $6.3M 2.79% -557.0 -1.3% $154.29 +4.6%
4 EFA ISHARES TR 56,815.0 $5.9M 2.60% -752.0 -1.3% $103.88 +4.3%
5 AAPL APPLE INC Technology 14,034.0 $4.1M 1.79% -1K -6.7% $289.37 +10.6%
6 MSFT MICROSOFT CORP Technology 3,149.0 $1.2M 0.52% -79.0 -2.5% $373.06 +33.9%
7 AMZN AMAZON COM INC Consumer Cyclical 4,186.0 $998K 0.44% -336.0 -7.4% $238.34 +8.5%
8 BND VANGUARD BD INDEX FDS 8,936.0 $656K 0.29% -374.0 -4.0% $73.41 -2.0%
9 GOOGL ALPHABET INC Communication Services 1,755.0 $627K 0.28% -500.0 -22.2% $357.42 -5.3%
10 CVX CHEVRON CORPORATION Energy 3,683.0 $610K 0.27% -135.0 -3.5% $165.76 +25.8%
11 IWM ISHARES TR 1,532.0 $460K 0.20% -18.0 -1.2% $300.48 -1.5%
12 HD HOME DEPOT INC Consumer Cyclical 850.0 $300K 0.13% -250.0 -22.7% $352.68 -9.0%
13 WMT WALMART INC Consumer Defensive 1,914.0 $217K 0.10% -12.0 -0.6% $113.26 -5.4%

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 54.0%
Consumer Cyclical 9.5%
Energy 8.0%
Healthcare 6.6%
Financial Services 6.5%
Communication Services 5.6%
Industrials 3.7%
Utilities 2.8%
Basic Materials 1.7%
Consumer Defensive 1.6%