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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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJS ISHARES TR 3,580.0 $489K 0.08% NEW $136.67 +1.3%
82 MRSH MARSH & MCLENNAN COS INC Financial Services 2,903.0 $484K 0.07% NEW $166.66 +15.2%
83 SDY SPDR SERIES TRUST 3,106.0 $473K 0.07% NEW $152.17 +4.1%
84 VTEB VANGUARD MUN BD FDS 9,338.0 $472K 0.07% NEW $50.58 -2.1%
85 RSP INVESCO EXCHANGE TRADED FD T 2,217.0 $472K 0.07% NEW $212.77 +4.2%
86 KLAC KLA CORP Technology 1,420.0 $428K 0.07% NEW $301.71 -39.0%
87 ONEQ FIDELITY COMWLTH TR 4,100.0 $423K 0.07% NEW $103.22 -0.1%
88 DFIV DIMENSIONAL ETF TRUST 7,681.0 $415K 0.06% NEW $54.02 +7.9%
89 XOM EXXON MOBIL CORP Energy 3,029.0 $414K 0.06% NEW $136.70 +20.8%
90 IAU ISHARES GOLD TR Financial Services 5,447.0 $411K 0.06% NEW $75.51 +14.9%
91 JNJ JOHNSON & JOHNSON Healthcare 1,614.0 $410K 0.06% NEW $253.98 +6.4%
92 SCHV SCHWAB STRATEGIC TR 11,603.0 $404K 0.06% NEW $34.81 +0.4%
93 TJX TJX COS INC NEW Consumer Cyclical 2,646.0 $401K 0.06% NEW $151.50 -7.3%
94 SCHX SCHWAB STRATEGIC TR 13,506.0 $397K 0.06% NEW $29.43 +2.7%
95 SCHB SCHWAB STRATEGIC TR 13,698.0 $397K 0.06% NEW $28.96 +2.2%
96 MS MORGAN STANLEY Financial Services 1,844.0 $385K 0.06% NEW $209.00 +2.5%
97 XNTK SPDR SERIES TRUST 960.0 $375K 0.06% NEW $390.65 -8.5%
98 ABT ABBOTT LABORATORIES Healthcare 4,090.0 $371K 0.06% NEW $90.73 +28.6%
99 AXP AMERICAN EXPRESS CO Financial Services 1,080.0 $365K 0.06% NEW $338.13 -0.6%
100 IJH ISHARES TR 4,671.0 $360K 0.06% NEW $77.11 -0.4%
Page 5 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%