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Portfolio (Quarterly) Guide ↗

Holland Advisory Services, Inc.

· CIK 0001890183
13F Portfolio $91M AUM 49 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 6 Added 19 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 11,016.0 $1.1M 1.18% +93.0 +0.8% $96.58 +4.8%
2 MCD MCDONALDS CORP Consumer Cyclical 2,523.0 $682K 0.75% +27.0 +1.1% $270.34 -0.2%
3 XOM EXXON MOBIL CORP Energy 4,945.0 $676K 0.75% +37.0 +0.8% $136.72 +18.4%
4 NVDA NVIDIA CORPORATION Technology 3,252.0 $651K 0.72% +1K +61.2% $200.11 +6.0%
5 CVX CHEVRON CORPORATION Energy 2,689.0 $446K 0.49% +62.0 +2.4% $165.77 +21.3%
6 V VISA INC Financial Services 906.0 $311K 0.34% +81.0 +9.8% $342.93 +11.5%

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 34.3%
Consumer Defensive 19.3%
Financial Services 16.1%
Industrials 8.6%
Healthcare 7.7%
Energy 6.1%
Consumer Cyclical 4.9%
Utilities 1.7%
Communication Services 1.3%