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Portfolio (Quarterly) Guide ↗

Royal Fund Management, LLC

· CIK 0001810099
13F Portfolio $1.2B AUM 291 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 123 Added 89 Reduced 61 Exited
Page 6 of 15  ·  291 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VV VANGUARD INDEX FDS 11,862.0 $4.1M 0.34% -262.0 -2.2% $343.92 +2.2%
102 GBX GREENBRIER COS INC Industrials 79,284.0 $3.9M 0.32% +4K +4.6% $49.01 -6.5%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 67,139.0 $3.9M 0.32% +4K +6.7% $57.62 +13.6%
104 BBY BEST BUY INC Consumer Cyclical 50,353.0 $3.8M 0.32% +1K +2.2% $75.88 +13.0%
105 TSN TYSON FOODS INC Consumer Defensive 65,338.0 $3.7M 0.31% +2K +3.6% $57.25 +2.0%
106 AEM AGNICO EAGLE MINES LTD Basic Materials 23,190.0 $3.6M 0.30% +735.0 +3.3% $155.13 +36.7%
107 VPU VANGUARD WORLD FD 18,041.0 $3.5M 0.29% +1K +8.9% $195.73 -3.3%
108 D DOMINION ENERGY INC Utilities 51,548.0 $3.5M 0.29% -5K -8.5% $68.29 -1.2%
109 RIO RIO TINTO PLC Basic Materials 37,029.0 $3.5M 0.29% $94.93 +7.6%
110 VDC VANGUARD WORLD FD 15,568.0 $3.5M 0.29% NEW $225.50 +2.1%
111 APP APPLOVIN CORP Technology 6,666.0 $3.4M 0.29% -1K -13.1% $515.23 -40.1%
112 VIS VANGUARD WORLD FD 9,525.0 $3.4M 0.29% +635.0 +7.1% $360.40 -4.3%
113 CAVA CAVA GROUP INC Consumer Cyclical 42,600.0 $3.3M 0.28% NEW $78.48 -8.2%
114 CEREBRAS SYSTEMS INC 14,522.0 $3.2M 0.27% NEW $221.00
115 PAYX PAYCHEX INC Industrials 32,437.0 $3.2M 0.27% +2K +5.9% $98.33 +25.0%
116 VFQY VANGUARD WELLINGTON FD 18,246.0 $3.1M 0.26% +1K +8.4% $170.30 +4.0%
117 SLV ISHARES SILVER TR Financial Services 57,095.0 $3.1M 0.25% +25K +77.2% $53.47 +15.3%
118 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 39,873.0 $3.0M 0.25% NEW $76.40 +6.9%
119 KR KROGER CO Consumer Defensive 54,600.0 $3.0M 0.25% +4K +8.1% $55.53 +1.4%
120 VFH VANGUARD WORLD FD 22,829.0 $3.0M 0.25% +2K +9.2% $131.60 +5.9%
Page 6 of 15  ·  291 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 30.2%
Financial Services 18.5%
Healthcare 8.9%
Industrials 8.6%
Consumer Cyclical 7.3%
Consumer Defensive 7.3%
Energy 5.1%
Communication Services 4.8%
Utilities 3.1%
Real Estate 3.1%