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Portfolio (Quarterly) Guide ↗

Hofer & Associates. Inc

· CIK 0001958491
13F Portfolio $207M AUM 70 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 43 Added 9 Reduced 1 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GILD GILEAD SCIENCES INC Healthcare 1,996.0 $252K 0.12% +69.0 +3.6% $126.34 +18.7%
42 MCD MCDONALDS CORP Consumer Cyclical 844.0 $228K 0.11% +18.0 +2.2% $270.16 -3.3%
43 ABT ABBOTT LABORATORIES Healthcare 2,233.0 $203K 0.10% +34.0 +1.6% $90.73 +20.1%
Page 3 of 3  ·  43 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 37.2%
Healthcare 28.7%
Financial Services 11.3%
Consumer Cyclical 11.2%
Consumer Defensive 6.4%
Communication Services 3.2%
Industrials 0.9%
Energy 0.7%
Real Estate 0.5%