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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 6 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 1,229.0 $387K 0.05% NEW $314.84 +7.3%
102 SCHO SCHWAB STRATEGIC TR 15,701.0 $379K 0.05% NEW $24.14 -0.1%
103 TJX TJX COS INC NEW Consumer Cyclical 2,493.0 $378K 0.05% NEW $151.50 -6.7%
104 MCD MCDONALDS CORP Consumer Cyclical 1,379.0 $373K 0.05% NEW $270.31 -0.2%
105 NOBL PROSHARES TR 6,566.0 $369K 0.05% NEW $56.16 +4.6%
106 EGP EASTGROUP PPTYS INC Real Estate 1,818.0 $368K 0.05% NEW $202.53 -0.1%
107 DE DEERE & CO Industrials 577.0 $366K 0.05% NEW $634.63 -0.9%
108 IWR ISHARES TR 3,280.0 $362K 0.05% NEW $110.31 +2.5%
109 V VISA INC Financial Services 1,052.0 $361K 0.05% NEW $343.19 +7.3%
110 TSLA TESLA INC Consumer Cyclical 851.0 $358K 0.04% NEW $420.46 -17.9%
111 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,596.0 $357K 0.04% NEW $223.95 +25.1%
112 BGC BGC GROUP INC Financial Services 33,225.0 $355K 0.04% NEW $10.69 +3.1%
113 USMV ISHARES TR 3,318.0 $320K 0.04% NEW $96.46 +4.8%
114 PWR QUANTA SVCS INC Industrials 444.0 $320K 0.04% NEW $720.09 -7.3%
115 VGSH VANGUARD SCOTTSDALE FDS 5,491.0 $320K 0.04% NEW $58.20 -0.1%
116 BND VANGUARD BD INDEX FDS 3,888.0 $285K 0.04% NEW $73.41 -1.5%
117 CSCO CISCO SYS INC Technology 2,364.0 $278K 0.04% NEW $117.46 -5.9%
118 SO SOUTHERN CO Utilities 2,783.0 $266K 0.03% NEW $95.71 -4.2%
119 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 366.0 $257K 0.03% NEW $703.34 -0.7%
120 EMR EMERSON ELEC CO Industrials 1,789.0 $256K 0.03% NEW $143.15 +8.8%
Page 6 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%