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Portfolio (Quarterly) Guide ↗

TFB Advisors LLC

· CIK 0001965201
13F Portfolio $227M AUM 196 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 190 New
Page 10 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IXN ISHARES TR 1,494.0 $216K 0.10% NEW $144.48 -1.1%
182 PSX PHILLIPS 66 Energy 1,267.0 $214K 0.09% NEW $169.05 +50.9%
183 AOR ISHARES TR 3,026.0 $210K 0.09% NEW $69.50 +0.8%
184 INTC INTEL CORP Technology 1,481.0 $207K 0.09% NEW $139.63 -31.4%
185 RFI COHEN & STEERS TOTAL RETURN Financial Services 18,173.0 $206K 0.09% NEW $11.32 -0.4%
186 NBOS NEUBERGER BERMAN ETF TRUST 7,330.0 $205K 0.09% NEW $28.01 +2.1%
187 BDX BECTON DICKINSON & CO Healthcare 1,338.0 $202K 0.09% NEW $151.33 +22.1%
188 SCHV SCHWAB STRATEGIC TR 5,799.0 $202K 0.09% NEW $34.81 +0.0%
189 LCID LUCID GROUP INC Consumer Cyclical 18,400.0 $123K 0.05% NEW $6.69 -30.0%
190 HEARTSCIENCES INC 29,740.0 $75K 0.03% NEW $2.51
Page 10 of 10  ·  190 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 38.4%
Financial Services 17.7%
Healthcare 11.3%
Communication Services 10.4%
Consumer Cyclical 8.1%
Industrials 5.4%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.5%
Energy 0.8%