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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
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 355.0 $262K 0.29% $736.86 -3.6%
42 CARNIVAL CORP LTD 9,036.0 $258K 0.28% NEW $28.57
43 MMM 3M CO Industrials 1,586.0 $257K 0.28% $161.92 +10.8%
44 BAC BANK OF AMER CORP Financial Services 4,411.0 $251K 0.28% $56.98 +9.6%
45 SOXX ISHARES TR 390.0 $250K 0.28% NEW $640.76 -19.8%
46 IJJ ISHARES TR 1,627.0 $240K 0.27% $147.69 +0.0%
47 DIS DISNEY WALT CO Communication Services 2,494.0 $240K 0.27% $96.24 +15.6%
48 DIA STATE STR SPDR DOW JONES IND Financial Services 430.0 $224K 0.25% NEW $521.91 +2.6%
49 AMZN AMAZON COM INC Consumer Cyclical 876.0 $209K 0.23% NEW $238.34 +9.5%
Page 3 of 3  ·  49 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 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%