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Portfolio (Quarterly) Guide ↗

Cassaday & Co Wealth Management LLC

· CIK 0001963612
13F Portfolio $5.3B AUM 1,319 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1313 New
Page 39 of 66  ·  1,313 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EVEREST GROUP LTD 60.0 $21K NEW $357.23
762 NEO NEOGENOMICS INC Healthcare 1,469.0 $21K NEW $14.59 +9.0%
763 WING WINGSTOP INC Consumer Cyclical 123.0 $21K NEW $173.41 -33.9%
764 ACAD ACADIA PHARMACEUTICALS INC Healthcare 840.0 $21K NEW $25.30 +19.3%
765 HCA HCA HEALTHCARE INC Healthcare 54.0 $21K NEW $389.91 +5.6%
766 ARKG ARK ETF TR 500.0 $21K NEW $42.06 +2.7%
767 EMB ISHARES TR 218.0 $21K NEW $96.44 -1.9%
768 SPACE EXPLORATION TECHN CORP 122.0 $21K NEW $170.72
769 TDY TELEDYNE TECHNOLOGIES INC Technology 31.0 $21K NEW $666.90 -0.3%
770 NI NISOURCE INC Utilities 427.0 $20K NEW $47.55 -11.4%
771 ZTS ZOETIS INC Healthcare 277.0 $20K NEW $71.86 +2.9%
772 IQVIA HLDGS INC 103.0 $20K NEW $193.22
773 TREX TREX INC Industrials 396.0 $20K NEW $50.04 -4.6%
774 CELH CELSIUS HLDGS INC Consumer Defensive 676.0 $20K NEW $29.28 +2.1%
775 CNC CENTENE CORP DEL Healthcare 305.0 $20K NEW $64.19 +1.6%
776 INTU INTUIT Technology 75.0 $20K NEW $261.00 +34.3%
777 VGIT VANGUARD SCOTTSDALE FDS 329.0 $19K NEW $58.98 -1.0%
778 STWD STARWOOD PPTY TR INC Real Estate 1,172.0 $19K NEW $16.38 -0.9%
779 LMAT LEMAITRE VASCULAR INC Healthcare 200.0 $19K NEW $95.96 -15.0%
780 ING ING GROEP N.V. Financial Services 609.0 $19K NEW $31.38 +13.1%
Page 39 of 66  ·  1,313 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
Financial Services 50.2%
Technology 19.8%
Consumer Cyclical 8.8%
Communication Services 4.6%
Healthcare 4.6%
Industrials 4.1%
Consumer Defensive 3.7%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.5%