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Portfolio (Quarterly) Guide ↗

Kraft, Davis & Associates, LLC

· CIK 0001919438
13F Portfolio $446M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PAVE GLOBAL X FDS 4,454.0 $226K 0.05% NEW $50.74 +6.4%
142 T AT&T INC Communication Services 9,677.0 $225K 0.05% NEW $23.29 +7.7%
143 SDY SPDR SERIES TRUST 1,526.0 $220K 0.05% NEW $144.35 +1.9%
144 CRBN ISHARES TR 931.0 $219K 0.05% NEW $235.68 +4.8%
145 VTC VANGUARD SCOTTSDALE FDS 2,813.0 $219K 0.05% NEW $77.95 -2.7%
146 QQXT FIRST TR EXCHANGE-TRADED FD 2,166.0 $218K 0.05% NEW $100.42 -2.9%
147 ITOT ISHARES TR 1,428.0 $217K 0.05% NEW $151.72 +5.6%
148 RDVI FIRST TR EXCHANGE-TRADED FD 7,817.0 $212K 0.05% NEW $27.13 -0.5%
149 IHDG WISDOMTREE TR 4,081.0 $207K 0.05% NEW $50.83 -1.8%
150 USMV ISHARES TR 2,175.0 $205K 0.05% NEW $94.31 +1.3%
151 RAMACO RES INC 10,000.0 $203K 0.05% NEW $20.34
Page 8 of 8  ·  151 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 45.1%
Technology 26.4%
Communication Services 12.2%
Consumer Cyclical 6.1%
Industrials 3.1%
Energy 2.4%
Healthcare 1.9%
Consumer Defensive 1.5%
Basic Materials 1.2%