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Portfolio (Quarterly) Guide ↗

Fielder Capital Group LLC

· CIK 0002010765
13F Portfolio $462M AUM 303 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 303 New
Page 14 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DEO DIAGEO PLC Consumer Defensive 2,942.0 $236K 0.05% NEW $80.38 +17.9%
262 WELL WELLTOWER INC Real Estate 1,030.0 $234K 0.05% NEW $226.95 +6.3%
263 CDNS CADENCE DESIGN SYSTEM INC Technology 622.0 $233K 0.05% NEW $375.32 -11.6%
264 KNSL KINSALE CAP GROUP INC Financial Services 704.0 $232K 0.05% NEW $329.81 +17.6%
265 CF CF INDUSTRIES HOLD Basic Materials 2,129.0 $231K 0.05% NEW $108.27 +17.5%
266 PHM PULTE GROUP INC Consumer Cyclical 1,670.0 $229K 0.05% NEW $137.19 -4.6%
267 VGT VANGUARD WORLD FD 1,912.0 $229K 0.05% NEW $119.52 -1.7%
268 NRG NRG ENERGY INC Utilities 1,560.0 $228K 0.05% NEW $146.08 -22.2%
269 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,450.0 $226K 0.05% NEW $92.09 -1.9%
270 LYG LLOYDS BANKING GROUP PLC Financial Services 38,446.0 $224K 0.05% NEW $5.83 +4.3%
271 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,909.0 $221K 0.05% NEW $45.11 +18.5%
272 REGN REGENERON PHARMACEUTICALS Healthcare 354.0 $221K 0.05% NEW $623.54 +33.7%
273 ABT ABBOTT LABORATORIES Healthcare 2,399.0 $218K 0.05% NEW $90.74 +28.0%
274 GD GENERAL DYNAMICS CORP Industrials 611.0 $216K 0.05% NEW $354.11 +6.3%
275 PKG PACKAGING CORP AMER Consumer Cyclical 899.0 $214K 0.05% NEW $238.33 +3.4%
276 VGK VANGUARD INTL EQUITY INDEX F 2,417.0 $214K 0.05% NEW $88.54 +5.3%
277 BKR BAKER HUGHES COMPANY Energy 3,850.0 $214K 0.05% NEW $55.49 +11.4%
278 PH PARKER-HANNIFIN CORP Industrials 217.0 $213K 0.05% NEW $979.63 +3.7%
279 AMGN AMGEN INC Healthcare 586.0 $212K 0.05% NEW $362.40 +22.0%
280 VEU VANGUARD INTL EQUITY INDEX F 2,524.0 $211K 0.05% NEW $83.75 +2.8%
Page 14 of 16  ·  303 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 35.5%
Energy 17.4%
Technology 15.0%
Real Estate 11.2%
Industrials 6.4%
Healthcare 4.0%
Consumer Cyclical 3.1%
Consumer Defensive 2.7%
Basic Materials 2.2%
Communication Services 1.6%