Portfolio (Quarterly) Guide ↗

HTG Investment Advisors, Inc.

· CIK 0001963875

13F Portfolio $352M AUM 85 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 34 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VIG	VANGUARD SPECIALIZED FUNDS	—	1,145	$252K	0.08%	SOLD
2	EMR	EMERSON ELEC CO	Industrials	1,541	$204K	0.06%	SOLD

Sector Allocation

Real Estate 37.8%

Technology 22.3%

Industrials 9.7%

Financial Services 7.4%

Communication Services 5.5%

Energy 5.5%

Consumer Defensive 4.1%

Utilities 2.7%

Healthcare 1.9%

Consumer Cyclical 1.7%