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Portfolio (Quarterly) Guide ↗

Sandy Cove Advisors, LLC

· CIK 0001908217
13F Portfolio $400M AUM 162 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 162 New
Page 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 3,592.0 $422K 0.11% NEW $117.46 -4.5%
102 IWY ISHARES TR 1,419.0 $412K 0.10% NEW $290.62 -0.4%
103 LRCX LAM RESEARCH CORP Technology 935.0 $405K 0.10% NEW $433.33 -26.5%
104 IJK ISHARES TR 3,437.0 $404K 0.10% NEW $117.49 -1.6%
105 EMR EMERSON ELEC CO Industrials 2,801.0 $401K 0.10% NEW $143.13 +10.2%
106 ESGV VANGUARD WORLD FD 3,023.0 $400K 0.10% NEW $132.24 +3.5%
107 MUB ISHARES TR 3,693.0 $397K 0.10% NEW $107.61 -2.1%
108 WMT WALMART INC Consumer Defensive 3,466.0 $393K 0.10% NEW $113.25 -9.4%
109 IWR ISHARES TR 3,489.0 $385K 0.10% NEW $110.31 +2.7%
110 PSX PHILLIPS 66 Energy 2,159.0 $365K 0.09% NEW $169.05 +41.9%
111 ETN EATON CORP PLC Industrials 855.0 $364K 0.09% NEW $426.14 -2.4%
112 BHP BHP BILLITON LIMITED Basic Materials 4,297.0 $358K 0.09% NEW $83.31 +15.7%
113 AON AON PLC Financial Services 1,064.0 $353K 0.09% NEW $331.78 +5.4%
114 IYY ISHARES TR 1,923.0 $350K 0.09% NEW $182.24 +3.1%
115 C CITIGROUP INC Financial Services 2,495.0 $349K 0.09% NEW $139.97 -5.2%
116 JPLD J P MORGAN EXCHANGE TRADED F 6,571.0 $343K 0.09% NEW $52.19 -0.2%
117 KLAC KLA CORP Technology 1,133.0 $342K 0.09% NEW $301.78 -39.1%
118 UNH UNITEDHEALTH GROUP INC Healthcare 788.0 $328K 0.08% NEW $415.86 -5.0%
119 J P MORGAN EXCHANGE TRADED F 6,305.0 $319K 0.08% NEW $50.57
120 PANW PALO ALTO NETWORKS INC Technology 929.0 $317K 0.08% NEW $341.02 +12.3%
Page 6 of 9  ·  162 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 35.4%
Financial Services 27.9%
Healthcare 10.5%
Communication Services 7.3%
Consumer Cyclical 5.4%
Industrials 4.9%
Consumer Defensive 4.6%
Energy 2.7%
Utilities 0.5%
Basic Materials 0.4%