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Portfolio (Quarterly) Guide ↗

MAYPORT, LLC

· CIK 0001922875
13F Portfolio $645M AUM 134 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 134 New
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPTM SPDR SERIES TRUST 2,745.0 $249K 0.04% NEW $90.79 +2.4%
122 LIN LINDE PLC Basic Materials 478.0 $248K 0.04% NEW $518.46 -6.0%
123 GE GE AEROSPACE Industrials 614.0 $229K 0.04% NEW $373.73 -6.8%
124 PG PROCTER & GAMBLE CO Consumer Defensive 1,514.0 $222K 0.03% NEW $146.61 -1.3%
125 IWM ISHARES TR 730.0 $219K 0.03% NEW $300.45 -0.2%
126 SPEM SPDR INDEX SHS FDS 4,116.0 $213K 0.03% NEW $51.78 +1.2%
127 WMT WALMART INC Consumer Defensive 1,855.0 $210K 0.03% NEW $113.26 -8.4%
128 AMGN AMGEN INC Healthcare 574.0 $208K 0.03% NEW $362.37 +21.2%
129 MO ALTRIA GROUP INC Consumer Defensive 2,857.0 $206K 0.03% NEW $71.95 -8.1%
130 VZ VERIZON COMMUNICATIONS INC Communication Services 4,780.0 $202K 0.03% NEW $42.34 +16.8%
131 PUTNAM ETF TRUST 20,810.0 $166K 0.03% NEW $7.97
132 PSEC PROSPECT CAP CORP Financial Services 15,070.0 $35K 0.01% NEW $2.31 +0.9%
133 ACTINIUM PHARMACEUTICALS INC 22,000.0 $22K 0.00% NEW $0.98
134 FLNA FILANA THERAPEUTICS INC Healthcare 13,400.0 $16K 0.00% NEW $1.19 -19.2%
Page 7 of 7  ·  134 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 34.2%
Financial Services 33.0%
Communication Services 11.7%
Consumer Cyclical 7.3%
Healthcare 6.7%
Industrials 2.8%
Real Estate 1.7%
Consumer Defensive 1.3%
Basic Materials 0.8%
Energy 0.6%