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Portfolio (Quarterly) Guide ↗

Slagle Financial, LLC

· CIK 0001984918
13F Portfolio $334M AUM 127 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 127 New
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPG SIMON PPTY GROUP INC NEW Real Estate 15,690.0 $3.5M 1.05% NEW $223.65 -5.1%
42 ES EVERSOURCE ENERGY Utilities 47,641.0 $3.4M 1.03% NEW $72.27 -2.9%
43 PYLD PIMCO ETF TR 124,463.0 $3.3M 0.99% NEW $26.52 -1.3%
44 AMGN AMGEN INC Healthcare 9,098.0 $3.3M 0.99% NEW $362.13 +18.7%
45 PLD PROLOGIS INC. Real Estate 24,082.0 $3.3M 0.98% NEW $135.47 +3.3%
46 F FORD MTR CO Consumer Cyclical 233,701.0 $3.2M 0.97% NEW $13.90 +0.3%
47 AEP AMERICAN ELEC PWR CO INC Utilities 23,546.0 $3.2M 0.96% NEW $136.81 -10.5%
48 GOOGL ALPHABET INC Communication Services 8,918.0 $3.2M 0.95% NEW $357.38 -5.0%
49 NKE NIKE INC Consumer Cyclical 76,927.0 $3.2M 0.95% NEW $41.05 -4.8%
50 JEPQ J P MORGAN EXCHANGE TRADED F 47,251.0 $2.9M 0.87% NEW $61.46 -2.0%
51 HPQ HP INC Technology 131,715.0 $2.9M 0.87% NEW $21.94 +36.8%
52 ACN ACCENTURE PLC IRELAND Technology 23,203.0 $2.9M 0.86% NEW $124.44 +52.5%
53 SPYV SPDR SERIES TRUST 46,418.0 $2.8M 0.84% NEW $60.79 +4.2%
54 IEFA ISHARES TR 29,153.0 $2.8M 0.84% NEW $96.58 +3.8%
55 OHI OMEGA HEALTHCARE INVS INC Real Estate 57,297.0 $2.7M 0.82% NEW $47.68 -4.1%
56 AVEM AMERICAN CENTY ETF TR 27,844.0 $2.7M 0.81% NEW $96.49 -2.1%
57 AES AES CORP Utilities 182,294.0 $2.7M 0.80% NEW $14.66 +0.5%
58 SWKS SKYWORKS SOLUTIONS INC Technology 37,899.0 $2.6M 0.77% NEW $67.80 -1.2%
59 VOO VANGUARD INDEX FDS 3,727.0 $2.6M 0.77% NEW $686.78 +2.7%
60 WMT WALMART INC Consumer Defensive 19,788.0 $2.2M 0.67% NEW $113.26 -7.4%
Page 3 of 7  ·  127 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 30.4%
Financial Services 15.9%
Consumer Cyclical 15.2%
Consumer Defensive 14.7%
Utilities 10.7%
Real Estate 6.7%
Healthcare 4.0%
Communication Services 1.6%
Industrials 0.5%
Energy 0.3%