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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 7 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPOT SPOTIFY TECHNOLOGY S A Communication Services 681.0 $313K 0.08% NEW $459.13 +14.8%
122 WFC WELLS FARGO & CO Financial Services 3,691.0 $305K 0.08% NEW $82.65 +2.8%
123 MRK MERCK & CO INC Healthcare 2,309.0 $297K 0.07% NEW $128.51 +16.4%
124 PGR PROGRESSIVE CORP Financial Services 1,357.0 $297K 0.07% NEW $218.52 -0.4%
125 DXJ WISDOMTREE TR 1,700.0 $295K 0.07% NEW $173.51 +3.3%
126 EOG EOG RES INC Energy 2,238.0 $290K 0.07% NEW $129.75 +11.4%
127 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,350.0 $290K 0.07% NEW $18.87 +21.4%
128 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,520.0 $282K 0.07% NEW $51.05 +36.3%
129 TCAI TORTOISE CAPITAL SERIES TRUS 5,000.0 $280K 0.07% NEW $55.92 -16.2%
130 ADI ANALOG DEVICES INC Technology 660.0 $262K 0.07% NEW $397.24 -5.7%
131 TJX TJX COS INC NEW Consumer Cyclical 1,717.0 $260K 0.07% NEW $151.54 -11.4%
132 MDLZ MONDELEZ INTL INC Consumer Defensive 4,480.0 $259K 0.07% NEW $57.83 +7.9%
133 IWP ISHARES TR 1,747.0 $256K 0.06% NEW $146.38 -2.1%
134 PRF INVESCO EXCHANGE TRADED FD T 4,715.0 $255K 0.06% NEW $54.03 +3.8%
135 CRWD CROWDSTRIKE HLDGS INC Technology 333.0 $254K 0.06% NEW $190.79 +19.5%
136 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 361.0 $254K 0.06% NEW $703.34 -0.7%
137 PM PHILIP MORRIS INTL INC Consumer Defensive 1,382.0 $250K 0.06% NEW $180.95 +5.3%
138 PLTR PALANTIR TECHNOLOGIES INC Technology 2,116.0 $247K 0.06% NEW $116.67 +59.4%
139 VANGUARD CALIF TAX FREE FDS 2,407.0 $242K 0.06% NEW $100.60
140 STIP ISHARES TR 2,299.0 $235K 0.06% NEW $102.16 -1.2%
Page 7 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%