Portfolio (Quarterly) Guide ↗

Buttonwood Financial Advisors Inc.

· CIK 0001904033

13F Portfolio $329M AUM 110 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 20 Added 51 Reduced 2 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	SYK	STRYKER CORPORATION	Healthcare	1,620.0	$510K	0.15%	-32.0	-1.9%	$314.81	+2.9%
42	IJR	ISHARES TR	—	2,873.0	$426K	0.13%	-70.0	-2.4%	$148.31	-2.6%
43	UPS	UNITED PARCEL SVCS INC	Industrials	3,438.0	$370K	0.11%	-25.0	-0.7%	$107.51	-3.1%
44	RTX	RTX CORPORATION	Industrials	1,910.0	$362K	0.11%	-43.0	-2.2%	$189.77	+9.5%
45	EBAY	EBAY INC.	Consumer Cyclical	2,987.0	$334K	0.10%	-721.0	-19.4%	$111.73	-7.3%
46	STZ	CONSTELLATION BRANDS INC	Consumer Defensive	2,246.0	$312K	0.10%	-387.0	-14.7%	$139.10	-6.1%
47	CSCO	CISCO SYS INC	Technology	2,577.0	$303K	0.09%	-49.0	-1.9%	$117.45	-5.9%
48	WMT	WALMART INC	Consumer Defensive	2,621.0	$297K	0.09%	-222.0	-7.8%	$113.28	-7.4%
49	ORCL	ORACLE CORP	Technology	1,816.0	$266K	0.08%	-64.0	-3.4%	$146.51	+1.7%
50	VB	VANGUARD INDEX FDS	—	869.0	$263K	0.08%	-145.0	-14.3%	$302.97	-1.3%
51	IJJ	ISHARES TR	—	1,615.0	$239K	0.07%	-44.0	-2.6%	$147.75	-0.8%

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① 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 37.7%

Communication Services 17.2%

Financial Services 17.0%

Consumer Cyclical 8.6%

Industrials 6.1%

Consumer Defensive 4.6%

Energy 4.5%

Real Estate 1.8%

Healthcare 1.4%

Utilities 1.0%