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Portfolio (Quarterly) Guide ↗

Holland Advisory Services, Inc.

· CIK 0001890183
13F Portfolio $75M AUM 47 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 4 Added 9 Reduced 2 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MMM 3M CO Industrials 1,586.0 $230K 0.31% $145.24 +7.5%
42 SO SOUTHERN CO Utilities 2,381.0 $230K 0.31% +25.0 +1.1% $96.53 -2.4%
43 IJJ ISHARES TR 1,626.0 $215K 0.29% $132.49 +8.0%
44 RIO RIO TINTO PLC Basic Materials 2,309.0 $215K 0.29% NEW $93.30 +12.7%
45 BAC BANK AMERICA CORP Financial Services 4,407.0 $215K 0.29% $48.75 +7.0%
46 CMCSA COMCAST CORP NEW Communication Services 7,411.0 $213K 0.28% $28.71 -10.1%
47 QQQ INVESCO QQQ TR Financial Services 355.0 $205K 0.28% NEW $577.54 +25.8%
Page 3 of 3  ·  47 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 25.8%
Consumer Defensive 19.7%
Financial Services 19.5%
Healthcare 7.8%
Energy 7.7%
Industrials 6.8%
Consumer Cyclical 5.9%
Utilities 3.0%
Communication Services 2.5%
Basic Materials 1.2%