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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $146M AUM 141 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 32 Added 38 Reduced 3 Exited
Page 3 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGF ISHARES GLOBAL 3,471.0 $231K 0.16% +126.0 +3.8% $66.59 -2.5%
42 IDMO INVESCO S&P 3,638.0 $219K 0.15% $60.29 +3.8%
43 AAPL APPLE INC Technology 584.0 $169K 0.12% $289.43 +10.5%
44 IWD ISHARES RUSSELL 668.0 $162K 0.11% +91.0 +15.8% $242.46 +6.5%
45 XLV STATE STREET 973.0 $154K 0.11% $158.64 +7.9%
46 JCPI JPMORGAN INFLATION 3,120.0 $149K 0.10% $47.84 -1.2%
47 IWM ISHARES RUSSELL 487.0 $146K 0.10% -48.0 -9.0% $300.60 -1.6%
48 AVLC AVANTIS U S 1,431.0 $129K 0.09% NEW $89.99 +1.8%
49 LMT LOCKHEED MARTIN Industrials 231.0 $118K 0.08% -32.0 -12.2% $509.03 +10.8%
50 IIGD INVESCO INVESTMENT 4,530.0 $111K 0.08% -85.0 -1.8% $24.45 -0.8%
51 IVW ISHARES S&P 782.0 $108K 0.07% $137.51 +1.8%
52 QYLD GLOBAL X 5,809.0 $107K 0.07% -40K -87.3% $18.43 -0.9%
53 AVGO BROADCOM INC Technology 273.0 $103K 0.07% -25.0 -8.4% $377.47 -2.3%
54 SPTL STATE STREET 3,854.0 $101K 0.07% +25.0 +0.7% $26.23 -3.6%
55 AIQ GLOBAL X 1,439.0 $94K 0.07% $65.61 -2.1%
56 OEF ISHARES S&P 242.0 $88K 0.06% $365.17 +4.3%
57 SPTS STATE STREET 3,024.0 $88K 0.06% $29.01 -0.3%
58 DYNF ISHARES U S 1,271.0 $86K 0.06% -568.0 -30.9% $68.02 +2.3%
59 SUB ISHARES SHORT 785.0 $84K 0.06% +4.0 +0.5% $106.42 -0.1%
60 PANW PALO ALTO Technology 240.0 $82K 0.06% $341.02 +9.0%
Page 3 of 8  ·  141 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
Financial Services 68.8%
Technology 13.0%
Industrials 5.9%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Healthcare 1.5%
Utilities 0.7%
Real Estate 0.6%
Communication Services 0.5%
Basic Materials 0.0%