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Portfolio (Quarterly) Guide ↗

Frontier Asset Management, LLC

· CIK 0001910146
13F Portfolio $431M AUM Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 92 New
Page 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AHLT AMERICAN BEACON SELECT FUNDS 11,110.0 $293K 0.07% NEW $26.34 +12.6%
82 NVO NOVO-NORDISK A S Healthcare 5,679.0 $289K 0.07% NEW $50.88 -12.1%
83 NEE NEXTERA ENERGY INC Utilities 3,397.0 $273K 0.06% NEW $80.28 +16.3%
84 VGIT VANGUARD SCOTTSDALE FDS 4,467.0 $268K 0.06% NEW $59.92 -2.2%
85 EFV ISHARES TR 3,546.0 $253K 0.06% NEW $71.40 +9.5%
86 BERKSHIRE HATHAWAY INC DEL 489.0 $246K 0.06% NEW $502.65
87 AMGN AMGEN INC Healthcare 721.0 $236K 0.06% NEW $327.31 -0.9%
88 BIL SPDR SERIES TRUST 2,534.0 $231K 0.05% NEW $91.35 +0.2%
89 MCD MCDONALDS CORP Consumer Cyclical 751.0 $230K 0.05% NEW $305.63 -9.6%
90 WM WASTE MGMT INC DEL Industrials 966.0 $212K 0.05% NEW $219.51 +0.1%
91 TLT ISHARES TR 2,327.0 $203K 0.05% NEW $87.14 -4.1%
92 LOW LOWES COS INC Consumer Cyclical 830.0 $200K 0.05% NEW $241.01 -9.4%
Page 5 of 5  ·  92 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
Healthcare 40.1%
Industrials 14.5%
Financial Services 11.4%
Technology 10.8%
Consumer Cyclical 7.3%
Energy 6.2%
Consumer Defensive 4.9%
Communication Services 2.9%
Utilities 1.8%