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Portfolio (Quarterly) Guide ↗

Richard W. Paul & Associates, LLC

· CIK 0001964203
13F Portfolio $327M AUM 320 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 320 New
Page 10 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EBND SPDR SERIES TRUST 2,005.0 $42K 0.01% NEW $20.92 +0.3%
182 VNQ VANGUARD INDEX FDS 400.0 $39K 0.01% NEW $96.43 -0.1%
183 ETHA ISHARES ETHEREUM TR Financial Services 3,087.0 $37K 0.01% NEW $11.89 +53.3%
184 ETHU VOLATILITY SHS TR 3,091.0 $35K 0.01% NEW $11.41 +121.6%
185 SBET SHARPLINK INC Financial Services 7,028.0 $34K 0.01% NEW $4.80 +69.8%
186 ENB ENBRIDGE INC Energy 608.0 $33K 0.01% NEW $54.21 -6.4%
187 USB US BANCORP Financial Services 543.0 $33K 0.01% NEW $60.40 +1.3%
188 PFE PFIZER INC Healthcare 1,344.0 $32K 0.01% NEW $24.08 +18.6%
189 IWP ISHARES TR 208.0 $30K 0.01% NEW $146.41 -5.8%
190 SNY SANOFI SA Healthcare 700.0 $30K 0.01% NEW $42.66 +4.0%
191 FE FIRSTENERGY CORP Utilities 625.0 $30K 0.01% NEW $47.54 -2.9%
192 PAYX PAYCHEX INC Industrials 291.0 $29K 0.01% NEW $98.33 +27.8%
193 BTI BRITISH AMERN TOB PLC Consumer Defensive 450.0 $28K 0.01% NEW $61.76 -9.5%
194 PNC PNC FINL SVCS GROUP INC Financial Services 110.0 $27K 0.01% NEW $246.22 -3.5%
195 TOTALENERGIES SE 347.0 $27K 0.01% NEW $77.76
196 IREN IREN LIMITED Financial Services 565.0 $26K 0.01% NEW $45.73 -19.5%
197 DELL DELL TECHNOLOGIES INC Technology 59.0 $25K 0.01% NEW $431.46 -1.6%
198 WEC WEC ENERGY GROUP INC Utilities 213.0 $25K 0.01% NEW $116.77 -9.1%
199 XLRE SELECT SECTOR SPDR TR 553.0 $24K 0.01% NEW $44.03 +0.0%
200 NGG NATIONAL GRID PLC Utilities 285.0 $24K 0.01% NEW $82.87 -4.5%
Page 10 of 16  ·  320 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 30.8%
Financial Services 18.1%
Healthcare 15.1%
Consumer Defensive 9.5%
Consumer Cyclical 9.1%
Communication Services 7.1%
Industrials 4.2%
Utilities 2.9%
Energy 1.8%
Basic Materials 1.1%