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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 12 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 8.0 $686.0 NEW $85.75 +3.2%
222 SONY SONY GROUP CORP SPONSORED ADR Technology 34.0 $682.0 NEW $20.06 +22.4%
223 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 3.0 $680.0 NEW $226.67 -38.6%
224 SPG SIMON PPTY GROUP INC NEW COM Real Estate 3.0 $671.0 NEW $223.67 -6.4%
225 KTB KONTOOR BRANDS INC COM Consumer Cyclical 8.0 $667.0 NEW $83.38 -11.7%
226 ARW ARROW ELECTRS INC COM Technology 3.0 $640.0 NEW $213.33 +1.2%
227 ING ING GROEP N.V. SPONSORED ADR Financial Services 20.0 $628.0 NEW $31.40 +18.4%
228 SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 13.0 $626.0 NEW $48.15 +7.2%
229 UNILEVER PLC SPON ADR NEW 10.0 $601.0 NEW $60.10
230 CCEP COCA-COLA EUROPACIFIC PARTNERS SHS Consumer Defensive 6.0 $600.0 NEW $100.00 +5.8%
231 VMC VULCAN MATLS CO COM Basic Materials 2.0 $590.0 NEW $295.00 -11.0%
232 TPR TAPESTRY INC COM Consumer Cyclical 4.0 $586.0 NEW $146.50 -16.6%
233 NRG NRG ENERGY INC COM NEW Utilities 4.0 $584.0 NEW $146.00 -18.5%
234 ROL ROLLINS INC COM Consumer Cyclical 14.0 $584.0 NEW $41.71 -14.0%
235 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 2.0 $581.0 NEW $290.50 -11.7%
236 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 7.0 $580.0 NEW $82.86 -5.7%
237 MLM MARTIN MARIETTA MATLS INC COM Basic Materials 1.0 $577.0 NEW $577.00 -10.8%
238 ALLY ALLY FINL INC COM Financial Services 12.0 $551.0 NEW $45.92 -4.8%
239 GEN GEN DIGITAL INC COM Technology 22.0 $548.0 NEW $24.91 +23.0%
240 TOTALENERGIES SE ACT 7.0 $544.0 NEW $77.71
Page 12 of 19  ·  366 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 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%