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Portfolio (Quarterly) Guide ↗

Mason & Associates Inc

· CIK 0001917686
13F Portfolio $619M AUM 161 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 161 New
Page 7 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 8,987.0 $480K 0.08% NEW $53.37 +8.9%
122 ONEQ FIDELITY COMWLTH TR 4,242.0 $438K 0.07% NEW $103.22 +0.6%
123 QQQ INVESCO QQQ TR Financial Services 578.0 $426K 0.07% NEW $736.33 -2.3%
124 SKYY FIRST TR EXCHANGE-TRADED FD 3,067.0 $413K 0.07% NEW $134.56 +20.7%
125 ANET ARISTA NETWORKS INC Technology 2,357.0 $400K 0.07% NEW $169.88 +12.8%
126 LMT LOCKHEED MARTIN CORP Industrials 784.0 $399K 0.07% NEW $509.46 +19.9%
127 XSOE WISDOMTREE TR 7,942.0 $391K 0.06% NEW $49.18 -5.1%
128 NU NU HLDGS LTD Financial Services 28,957.0 $387K 0.06% NEW $13.36 +8.1%
129 CRSP CRISPR THERAPEUTICS AG Healthcare 7,048.0 $384K 0.06% NEW $54.54 -3.8%
130 DAL DELTA AIR LINES INC Industrials 3,958.0 $371K 0.06% NEW $93.66 -7.8%
131 CVX CHEVRON CORPORATION Energy 2,229.0 $369K 0.06% NEW $165.76 +23.4%
132 JMUB J P MORGAN EXCHANGE TRADED F 7,140.0 $362K 0.06% NEW $50.66 -1.9%
133 O REALTY INCOME CORP Real Estate 5,795.0 $359K 0.06% NEW $61.96 +0.7%
134 SCHG SCHWAB STRATEGIC TR 10,560.0 $357K 0.06% NEW $33.84 +4.5%
135 ITOT ISHARES TR 2,127.0 $349K 0.06% NEW $164.27 +2.7%
136 VTEB VANGUARD MUN BD FDS 6,492.0 $328K 0.05% NEW $50.58 -2.1%
137 GS GOLDMAN SACHS GROUP INC Financial Services 324.0 $328K 0.05% NEW $1011.37 +2.1%
138 HYMB SPDR SERIES TRUST 12,692.0 $323K 0.05% NEW $25.44 -2.7%
139 SUSA ISHARES TR 1,982.0 $306K 0.05% NEW $154.30 +2.7%
140 IHF ISHARES TR 5,485.0 $303K 0.05% NEW $55.33 +2.4%
Page 7 of 9  ·  161 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 47.0%
Financial Services 20.1%
Communication Services 9.9%
Consumer Cyclical 9.3%
Healthcare 5.1%
Industrials 3.4%
Energy 1.5%
Consumer Defensive 1.5%
Real Estate 1.0%
Basic Materials 0.7%