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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RZG INVESCO S&P 1,117.0 $81K 0.06% $72.71 -7.3%
62 RSPT INVESCO S&P 1,213.0 $78K 0.05% $64.49 +0.4%
63 XYLD GLOBAL X 1,900.0 $77K 0.05% -1K -39.0% $40.79 +1.8%
64 SOUTHSTATE BANK 766.0 $77K 0.05% +5.0 +0.7% $99.93
65 VEA VANGUARD FTSE 950.0 $68K 0.05% $71.22 +2.6%
66 HD HOME DEPOT Consumer Cyclical 192.0 $68K 0.05% -19.0 -9.0% $351.88 -6.2%
67 DHI DR HORTON Consumer Cyclical 400.0 $65K 0.04% $162.88 -9.5%
68 AMD ADVANCED MICRO Technology 112.0 $65K 0.04% $580.91 -19.9%
69 AVDE AVANTIS INTL 706.0 $63K 0.04% NEW $89.20 +5.2%
70 JPM JPMORGAN CHASE Financial Services 190.0 $62K 0.04% $327.56 +9.2%
71 QWLD STATE STREET 407.0 $62K 0.04% $151.79 +4.6%
72 XLE STATE STREET 1,064.0 $56K 0.04% $53.09 +18.1%
73 MMM 3M COMPANY Industrials 342.0 $55K 0.04% +2.0 +0.6% $161.82 +7.7%
74 XLY STATE STREET 443.0 $52K 0.04% $117.24 -0.0%
75 AVLV AVANTIS US 550.0 $50K 0.03% NEW $91.27 +3.1%
76 SPBO STATE STREET 1,696.0 $49K 0.03% $29.04 -2.0%
77 SPMD STATE STREET 690.0 $47K 0.03% $67.56 -1.7%
78 BSMR INVESCO BULLETSHARES 1,949.0 $46K 0.03% $23.64 -0.1%
79 EFV ISHARES MSCI 599.0 $46K 0.03% +16.0 +2.7% $76.49 +6.9%
80 BSMQ INVESCO BULLETSHARES 1,930.0 $45K 0.03% $23.54 -0.0%
Page 4 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%