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Portfolio (Quarterly) Guide ↗

Brown Shipley& Co Ltd

· CIK 0001912970
13F Portfolio $193M AUM 75 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 19 Added 24 Reduced 12 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CTAS CINTAS CORP Industrials 191.0 $32K 0.02% -79.0 -29.3% $170.08 +18.1%
22 EQX EQUINOX GOLD CORP Basic Materials 3,190.0 $31K 0.02% -55K -94.6% $9.74 +30.7%
23 ADBE ADOBE INC Technology 52.0 $11K 0.01% -145.0 -73.6% $205.02 +43.2%
24 MDLZ MONDELEZ INTL INC Consumer Defensive 178.0 $10K 0.01% -149.0 -45.6% $57.84 +7.3%
Page 2 of 2  ·  24 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 42.8%
Communication Services 16.9%
Financial Services 13.7%
Healthcare 11.0%
Consumer Cyclical 3.8%
Consumer Defensive 3.5%
Industrials 3.2%
Energy 1.9%
Utilities 1.8%
Real Estate 1.4%