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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BILS SPDR SERIES TRUST 2,534.0 $252K 0.12% $99.37 -0.3%
62 AXP AMERICAN EXPRESS CO Financial Services 707.0 $239K 0.12% $338.49 -4.2%
63 MS MORGAN STANLEY Financial Services 1,124.0 $235K 0.11% NEW $209.07 +1.0%
64 PGR PROGRESSIVE CORP Financial Services 1,071.0 $234K 0.11% $218.50 +0.9%
65 MCD MCDONALDS CORP Consumer Cyclical 844.0 $228K 0.11% +18.0 +2.2% $270.16 -3.3%
66 IGV ISHARES TR 2,363.0 $214K 0.10% NEW $90.61 +17.2%
67 VTI VANGUARD INDEX FDS 572.0 $212K 0.10% NEW $370.09 +1.4%
68 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 440.0 $210K 0.10% NEW $477.57 -13.3%
69 ABT ABBOTT LABORATORIES Healthcare 2,233.0 $203K 0.10% +34.0 +1.6% $90.73 +20.1%
70 GLDM WORLD GOLD TR Financial Services 2,541.0 $202K 0.10% $79.42 +7.8%
Page 4 of 4  ·  70 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%