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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 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VSEC VSE CORP Industrials 1,120.0 $256K 0.03% NEW $228.50 +0.8%
122 DUK DUKE ENERGY CORP NEW Utilities 2,021.0 $256K 0.03% NEW $126.57 -2.3%
123 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,068.0 $253K 0.03% NEW $49.86 +21.5%
124 VTWO VANGUARD SCOTTSDALE FDS 2,030.0 $246K 0.03% NEW $121.41 +0.5%
125 ABT ABBOTT LABORATORIES Healthcare 2,623.0 $238K 0.03% NEW $90.74 +26.1%
126 PEP PEPSICO INC Consumer Defensive 1,712.0 $232K 0.03% NEW $135.40 +5.3%
127 IJS ISHARES TR 1,673.0 $229K 0.03% NEW $136.65 +1.5%
128 VB VANGUARD INDEX FDS 752.0 $228K 0.03% NEW $302.96 +1.0%
129 VYM VANGUARD WHITEHALL FDS 1,440.0 $228K 0.03% NEW $158.05 +4.6%
130 HEI HEICO CORP NEW Industrials 610.0 $217K 0.03% NEW $356.19 +2.0%
131 QGRW WISDOMTREE TR 3,164.0 $209K 0.03% NEW $66.03 +1.7%
132 ECL ECOLAB INC Basic Materials 740.0 $206K 0.03% NEW $278.61 +2.5%
133 FORTINET INC 1,325.0 $204K 0.03% NEW $153.62
Page 7 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%