Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380

13F Portfolio $185M AUM 39 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 8 Added 17 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AIVL	Wisdomtree US Al Enhanced Value	—	4,085	$473K	0.29%	SOLD
2	V	Visa Inc	Financial Services	1,042	$315K	0.19%	SOLD
3	BMY	Bristol-Myers Squibb Co	Healthcare	4,837	$293K	0.18%	SOLD
4	XOM	Exxon Mobil Corporation	Energy	1,250	$212K	0.13%	SOLD

Sector Allocation

Financial Services 69.8%

Technology 19.3%

Healthcare 5.7%

Consumer Cyclical 3.5%

Energy 1.0%

Communication Services 0.7%