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Portfolio (Quarterly) Guide ↗

RETIREMENT GUYS FORMULA LLC

· CIK 0001933059
13F Portfolio $266M AUM 158 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 158 New
Page 7 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CPRX CATALYST PHARMACEUTICALS INC Healthcare 9,301.0 $292K 0.11% NEW $31.43 +0.2%
122 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,713.0 $289K 0.11% NEW $168.53 -7.7%
123 CART MAPLEBEAR INC Consumer Cyclical 6,044.0 $286K 0.11% NEW $47.35 +7.9%
124 SCHZ SCHWAB STRATEGIC TR 12,345.0 $286K 0.11% NEW $23.13 -2.0%
125 BERKSHIRE HATHAWAY INC DEL 568.0 $284K 0.11% NEW $500.39
126 BSV VANGUARD BD INDEX FDS 3,662.0 $284K 0.11% NEW $77.59 -0.5%
127 FTDR FRONTDOOR INC Consumer Cyclical 3,661.0 $284K 0.11% NEW $77.59 +6.5%
128 TECHNIPFMC PLC 4,259.0 $282K 0.11% NEW $66.30
129 EXEL EXELIXIS INC Healthcare 5,184.0 $282K 0.11% NEW $54.41 +8.5%
130 AYI ACUITY INC Industrials 731.0 $275K 0.10% NEW $376.56 -11.3%
131 LMBS FIRST TR EXCHANGE-TRADED FD 5,479.0 $273K 0.10% NEW $49.78 -0.6%
132 ACIW ACI WORLDWIDE INC Technology 5,410.0 $272K 0.10% NEW $50.29 +5.3%
133 EWBC EAST WEST BANCORP INC Financial Services 2,078.0 $268K 0.10% NEW $129.06 +1.3%
134 ABBV ABBVIE INC Healthcare 1,061.0 $267K 0.10% NEW $251.57 +1.9%
135 XLE SELECT SECTOR SPDR TR 4,962.0 $265K 0.10% NEW $53.43 +19.9%
136 COKE COCA COLA CONS INC Consumer Defensive 1,363.0 $260K 0.10% NEW $190.94 -0.8%
137 HALO HALOZYME THERAPEUTICS INC Healthcare 3,302.0 $258K 0.10% NEW $78.27 +40.8%
138 DT DYNATRACE INC Technology 5,785.0 $254K 0.10% NEW $43.91 +18.2%
139 DY DYCOM INDS INC Industrials 501.0 $253K 0.10% NEW $505.59 -40.6%
140 T AT&T INC Communication Services 12,063.0 $250K 0.09% NEW $20.70 +24.0%
Page 7 of 8  ·  158 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 23.2%
Healthcare 16.1%
Financial Services 13.9%
Consumer Defensive 11.5%
Consumer Cyclical 9.6%
Utilities 8.7%
Industrials 8.6%
Communication Services 3.6%
Energy 3.3%
Basic Materials 1.3%