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Portfolio (Quarterly) Guide ↗

Enclave Advisors LLC

· CIK 0001836110
13F Portfolio $790M AUM 133 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 133 New
Page 5 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LLY ELI LILLY & CO Healthcare 602.0 $723K 0.09% NEW $1200.29 +6.7%
82 NEE NEXTERA ENERGY INC Utilities 7,930.0 $696K 0.09% NEW $87.77 -2.1%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,446.0 $691K 0.09% NEW $477.57 -13.7%
84 SPYX SPDR SERIES TRUST 11,164.0 $682K 0.09% NEW $61.10 +3.1%
85 PRCT PROCEPT BIOROBOTICS CORP Healthcare 29,068.0 $656K 0.08% NEW $22.58 -3.0%
86 IWS ISHARES TR 3,931.0 $647K 0.08% NEW $164.60 +4.7%
87 CRWD CROWDSTRIKE HLDGS INC Technology 821.0 $627K 0.08% NEW $190.79 +5.7%
88 GS GOLDMAN SACHS GROUP INC Financial Services 562.0 $568K 0.07% NEW $1011.47 +1.0%
89 NMRK NEWMARK GROUP INC Real Estate 36,880.0 $557K 0.07% NEW $15.11 +8.7%
90 GE GE AEROSPACE Industrials 1,454.0 $544K 0.07% NEW $373.86 -4.7%
91 HYCROFT MINING HOLDING CORP 21,000.0 $491K 0.06% NEW $23.40
92 PG PROCTER & GAMBLE CO Consumer Defensive 3,314.0 $486K 0.06% NEW $146.66 -1.5%
93 VRT VERTIV HOLDINGS CO Industrials 1,442.0 $483K 0.06% NEW $334.93 -22.1%
94 DHR DANAHER CORP DEL Healthcare 2,490.0 $474K 0.06% NEW $190.48 +11.0%
95 VDE VANGUARD WORLD FD 3,152.0 $473K 0.06% NEW $150.15 +19.3%
96 AMAT APPLIED MATLS INC Technology 649.0 $469K 0.06% NEW $723.19 -31.4%
97 ETHO AMPLIFY ETF TR 5,703.0 $460K 0.06% NEW $80.61 +2.1%
98 AXP AMERICAN EXPRESS CO Financial Services 1,359.0 $460K 0.06% NEW $338.27 +0.5%
99 BIL SPDR SERIES TRUST 4,581.0 $420K 0.05% NEW $91.64 -0.1%
100 VXF VANGUARD INDEX FDS 1,687.0 $415K 0.05% NEW $246.21 +0.1%
Page 5 of 7  ·  133 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 20.9%
Consumer Defensive 17.4%
Basic Materials 14.1%
Consumer Cyclical 13.8%
Energy 9.3%
Communication Services 7.1%
Financial Services 6.3%
Industrials 5.9%
Healthcare 3.0%
Utilities 1.6%