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Portfolio (Quarterly) Guide ↗

Leverty Financial Group, LLC

· CIK 0001908386
13F Portfolio $514M AUM 49 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 12 Added 12 Reduced 4 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 1,681.0 $230K 0.04% $136.69 +20.0%
42 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 466.0 $223K 0.04% NEW $477.57 -14.1%
43 NVDA NVIDIA CORPORATION Technology 1,079.0 $216K 0.04% NEW $200.09 +4.2%
44 HD HOME DEPOT INC Consumer Cyclical 591.0 $208K 0.04% NEW $352.57 -4.3%
45 GUT GABELLI UTIL TR Financial Services 31,267.0 $206K 0.04% $6.59 +0.6%
46 VEA VANGUARD TAX-MANAGED FDS 2,853.0 $203K 0.04% NEW $71.25 +2.5%
47 APG API GROUP CORP Industrials 4,741.0 $201K 0.04% NEW $42.35 -3.8%
48 CX CEMEX SA EURO MTN BE 144A Basic Materials 10,000.0 $120K 0.02% $12.00 -8.1%
49 RMCF ROCKY MTN CHOCOLATE FACTORY Consumer Defensive 40,371.0 $36K 0.01% $0.89 +31.5%
Page 3 of 3  ·  49 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 41.8%
Industrials 23.6%
Basic Materials 15.8%
Technology 7.9%
Consumer Cyclical 5.0%
Healthcare 2.4%
Utilities 1.9%
Energy 1.4%
Consumer Defensive 0.2%